Portfolio Trader-Stock Tracker Reviews

Almost great

AC4LT

This is the portfolio tracking app I’ve been using for the last several months as it has been the one that comes closest to doing what I want. It does a good job of tracking profit/loss and and is one of the few apps that shows TWRR. The visual presentation is nice. There are a few areas where it falls short. First is data entry. The first time you enter a trade for a particular symbol you must first add the symbol as a “holding”. This is particularly annoying when entering options trades and really slows down the process. It does speed up adding subsequent trades for the symbol but for options trades they are almost always unique symbols so this is especially painful here. Entering symbol and trade in one step would greatly speed this up. They could handle this by an “add new holding” option in the trade symbol chooser that would take you straight to the symbol entry. Lastly is one of knowing how old a quote is. For stocks and ETFs things are fairly well behaved, but for thickly traded options and for mutual funds it usually shows a previous days trade as current making it difficult to tell exactly what today’s gain/loss is. It would be great if all “day change” related values were zero’d at say 4AM ET so I knew what was really applicable to today. What makes this especially aggravating is that the app shows the last trade date if you dig into the details. But it doesn’t take this into account of daily valuation changes. As a stretch goal it would be great if one could connect with brokerages and import transactions so no data entry was required but if the above were fixed I’d be happy enough. If one is only trading stock and ETFs then this is probably a great app for monitoring portfolio performance, but if one is trading options then this becomes fairly cumbersome to use.

Happy camper

Demure5

Top notch, gave me just what I needed,at a fraction of the cost, works great. You have to try it. Would be a bargain at twice the price. Works even better on iPad pro with more screen real-estate, best thing about it compared to others,and I’ve tried quite a few, is the easy data input. And the different ways you can sort. I even set up a account to track price on a few gold coins i have, and an account for some CD’s

Great app

Mike In Ludington

Gives me all the info I need and allows me to write notes on individual stocks.

Finally Found The BEST! by R.B. “Rooster"

Bubba Reese

I'm tracking four portfolios on my iPad Air. Without a doubt this app is top-of-the-line. Until now I used the incredible “Portfolio Live” - that is until it was no longer supported &(forced to keep on my iPad First Edition). I have tried at least six stock tracking apps: None even come close to this. I have since dumped them all $$. Plus Portfolio Trader Support is unheard of in this day and age - almost immediate! Portfolio Trader is so straightforward and easy to use - trust me you need not look any further.

Excellent portfolio trading app

Sergei2

Was looking for a portfolio trading app for a long time, and the search finally stopped with this app. It helps me track portfolios in different currencies, you can track margin borrowing. It is just all-around useful.

Awesome app

sgej

I’ve used several different apps to track the value of my portfolio, and this one is by far the best. It’s accurate, easy to use, and always up-to-date!

Portfolio Trader-Stock Tracker Reviews – Page 8