Portfolio Asset Tracker Icon
Download Portfolio Asset Tracker

Portfolio Asset Tracker

Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define. Prices are periodically pulled down and the performance of each asset class is instantly updated.
Category Price Seller Device
Finance Free Mitch Rappard iPhone, iPad, iPod

With Asset Tracker you can:

* View the day's performance summary in one glance
* See various graphs and charts of your investments
* Define and store target asset allocations
* See at a glance how your portfolio compares to other indices
* See how your current allocations compare to targets you define
* Import purchases from brokerages using CSV files

Reviews

Great! Worth setting up.
D$$$ Investorpedia

Very useful. Provides a unique view to monitor entire asset landscape that other investment sites do not. Worth setting up!


Great app! Excited to see more
daveyg816

Provides a great quick view of today's performance of my asset classes. Excited to see more from this app/developer


Not useful!
Bozy44

This application is very unstable. I put in about 80% of my stock portfolio information and then this application stop working. It will not open. I sent the developer an email and am waiting for a reply.


Portfolio Asset Tracker
Mitch Rappard

Bozy44, could you please provide me with your contact info so I can get back to you? Would like to try and understand what your issue is. - Mitch


Amazing!!!
Forgotabout1145836

Exactly what I have been looking for!


Disappointed
weasy726

I am a big fan of previous versions of this app. Love the flexibility. Unfortunately after installing update , I no longer see Portfolio Asset Tracker app as an import option when opening csv email attachment on both iPhone and iPad apps. This is crucial to update my portfolio. Big disappointment. Too tedious to enter each investment one at a time.


It's crashing
SmSandstorm

Since last update...


Crashes in Seconds
rwa25345

Downloaded to watch it crash. No opportunity to enter data. Updated iOS (HATE to do) because mine was older. That’s not the issue. Crashes in a few seconds without an opportunity to do anything with new iOS. Deleted the app and reinstalled. Still crashes with no opportunity to enter anything. I now see other reviews stating crashing problems also. Just another example of “Quick, we have to get our update out there! Don’t bother testing it! We don’t have time for that!”


Tags

Finance

Featured on lists