This app allows me to track investments and cash in multiple portfolios in real time, displayed on all of my devices. It has eliminated a lot of manual input that I had been doing on Excel spreadsheets and provides instant up to date information on individual stock purchases, such as date acquired, cost basis, unrealized gain, etc. It also allows me to track foreign accounts (including equities) in foreign currencies, which is extremely helpful. Highly recommended!

Takes a little time to learn to take advantage of the many screens but once you get used to the navigation it’s great. I keep track of 4-5 portfolios including cash, margin and more than 100 positions. Would be great to keep track of options too, but I have not seen a portfolio program that is not attached to your brokerage firm that does. Colors and pie charts helps you focus on gains and losses individually, through out portfolio and collectively with all portfolios I love it

I use it everyday.

Love the ability to look at my portfolio and see up to minute what it’s doing. Articles associated with your holding and recent article about you’re holding right at your fingertips. Whether youre into macro forecasting or just looking at you’re on Heat Map you got it’s all with this app!

If you trade stocks or Mutual Funds,etc and want to keep a record of every trade, this is one of the only apps that does this & is by far the BEST. You can combine all your holdings. Tech support is very fast and recent updates make it the best of it's kind. I have tried over 25 other apps and most all of those may have some good features, you can enter a position, but when you sell it you just have to delete it and there is no further record of that item? With Portfolio Trader you can see what your cumulative profit/loss is for the year or longer because there is a record of every trade. Cost is very reasonable. The Apple watch app is also one of the best for Stock Portfolios.

I have loved this app for years but just recently it stopped updating all prices. All prices are stuck on what they were days ago. What is going on?

For my needs this is the absolutely the best portfolio tracker. I’ve been using it from the inception. Seriously, I couldn’t be more satisfied.

I had hoped to finally replace yahoo finance, which had an update that makes it visually unusable recently. However, after getting my various portfolios (because I have both stocks and crypto, and crypto spread across several platforms, I need something to combine everything into one) combined into this app on Friday, I find it is also unusable. This morning several of my stocks show Fridays prices, not today’s prices even though the market has taken a heavy downturn, and many of them are much much lower. It doesn’t matter. If I turn the app on and off, turn the device on and off, or toggle the automatic prices switch, these five or six stocks are still not updating, and still show gains when they actually have heavy losses. That makes this app practically worthless in my opinion.

Easy to see metrics and returns of various accounts in one place.Im use it for 6 months and recommend. You also can set alert to supervise variations price and compare to benchmark. Very useful tool.

I’ve been using the app for a little over a month now and so far so good. Easy to update portfolios and track my investments.