Discontinued App

Portfolio Trader Lite

Portfolio Trader is a sophisticated portfolio tracking and analysis tool for your stock holdings and other instruments. With Portfolio Trader you have ...

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Description

Portfolio Trader is a sophisticated portfolio tracking and analysis tool for your stock holdings and other instruments. With Portfolio Trader you have the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Features include - Multiple P&L views including Price, Daily Gain, % Gain, Unrealized Profit, Realized Profit, Total Profit and %, Avg Cost and Cost Basis. - Swipe or tap to change P&L view. - P&L views across position, portfolio and all portfolios. - Individual charts for each instrument across a variety of time ranges. - Full screen charts on rotation. - Heat Map display for price changes. - Support for holdings in multiple currencies, including within the same portfolio, with real time rate conversions and totals. - Support for dividend transactions. - Support for GBP holdings quoted in pence - Manual trade entry or direct import. - Automatic pricing updates. - Option for manual pricing. - FIFO or Avg Cost accounting methods. - Multiple sorting options. - Portfolio Import feature for importing large portfolios directly and discretly from a CSV file locally on your PC, without the need for manual entry or upload to the internet. - Watchlists. - Password lock. - Multiple color schemes. The free Lite version is limited to 3 holdings. The full version has unlimited functionality. Requires iOS version 6.0 or later. Supports iOS 7.

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Technical specifications

Version: 1.9

Size: 4.27 MB

System:

Price: 0,00 €

Day of release: 0000-00-0

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