Portfolio Trader Stock Tracker Reviews

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 PortfolioTraderStockTracker 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 PortfolioTraderStockTracker 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 PortfolioTraderStockTracker practically worthless in my opinion.

Updated review Feb2020
Ok app. Has some shortcomings after using it for over a year.
News function is helpful, but you can’t open articles in Safari. Many different views, but Can’t build custom views. Not sure if it does options, don’t think so. Only basic charting, no tools, can’t expand charts or get historical price data. All that said, PortfolioTraderStockTracker does a nice job once you have set it up.

One major caution, be careful using iCloud sync across devices. You can easily wipe out all your portfolios using this feature. They need some sort of recovery option, or timestamp feature to restore older portfolios.

Prices are very slow to update, especially on opening PortfolioTraderStockTracker . I’ve been using PortfolioTraderStockTracker for years and this is a relatively new problem. Prior to writing a public comment regarding this issue, I reached out to the developer more than a week ago and never heard anything back. For now I can’t trust PortfolioTraderStockTracker for quick checks unless I’m willing to wait about 15 seconds to be sure the values are current. Hopefully this gets resolved soon, otherwise it’s a great app.

I have to use other apps that have per-market & after hours quote feeds. This is the only other major functionality PortfolioTraderStockTracker needs in order for it to be a one-stop app that has everything most investors need to monitor performance.

The other functionality that would be extremely helpful would be the ability to update share counts and/or cash levels from the dividend distributions of the equity holdings listed in the portfolio(s) that are being monitored/tracked.

Other than these two points, it would also be great if I could sort the columns that appear in views directly in PortfolioTraderStockTracker as I dynamically touch the column headers as opposed to going into the details function to select a sort choice. I very commonly find myself sorting the data in various ways & this would make it much more user friendly.

Other than the aforementioned points, this is a very useful app and one that I rely on daily.

What would it take to have these two updates incorporated into PortfolioTraderStockTracker?

I am sad that google sort of screwed the pooch by getting rid of portfolios on google finance. Kind of hoped that they would have improved it by importing account information. That being said PortfolioTraderStockTracker is the closest thing I can find to ideal. Having an app I can check daily for current stock info and that I can use for filling out personal financial statements is what I’m after. Still not perfect but better than all I’ve used. Again disappointing when you enter all of your data in these apps then they don’t perform. Mostly good so far

Let me first begin by saying this is a great app and it certainly an effective tool when you paper trade as much as I do. There are a few options though I believe it needs to make this a great app. 1. Within each portfolio created within PortfolioTraderStockTracker , there should be a way to look up a symbol without scanning the entire list. 2. Along with looking up the alerts or within the alerts section there should be an alert for when the stock reaches a particular RSI 3. Within the portfolio views there should be an option to see the RSI and other metrics pertaining to each stock 4. There should be an option to be alerted for trailing percentage drops in price. This could be used for tracking trailing stop losses. 5. There should be a way to add multiple symbols to a portfolio without having to add one at a time, perhaps a spread sheet - like option to add multiple symbols to a portfolio, this would save time when building a portfolio or multiple portfolios. All in all, its still a good app and it has helped me tremendously , but these little improvements would make it more powerful.

I've tried a number of different programs to track investments and this one is, by far, the best. I like the fact that I can add notes to each holding if I want. The features are pretty simple to use once you play around with it a little. I also like the fact that I can view holdings I've sold and at a glance can see if I made the right decision to sell. The percentages and gains are noted and are updated in real time and being able to set up as many different portfolios as I want is a great feature. I highly recommend PortfolioTraderStockTracker and it's well worth the $15.

I’ve tried all the apps. Delta, My Stocks, Yahoo Finance, and a dozen more. This is the best one. The interface is a little clunky, but once you get used to it, the numbers are real. My only (minor) complaint is that gains on selling options can result in odd percentages. PortfolioTraderStockTracker calculates it as a -100% return. My solution was to put all option trading in a different portfolio within PortfolioTraderStockTracker and exclude it from the totals. Simple enough so it doesn’t affect the return percentages of your regular holdings.

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'm tracking four portfolios on my iPad Air. Without a doubt PortfolioTraderStockTracker 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.

I’ve been using the full version of PortfolioTraderStockTracker for a couple of years now. I love how simple and intuitive the core tracking functions are. It just works, unlike pretty much every other portfolio app out there. It’s been perfect for tracking multiple portfolios.

Developer response to issues can be a bit slow sometimes, but I get the impression it’s just a few people running this thing. It’s understandable. And once I do get a response, it’s personal, direct, and thorough. It’s clear that they genuinely care about the quality of PortfolioTraderStockTracker and the individual user experience. I recently had an issue that boiled down to a bug in PortfolioTraderStockTracker . The developer got back to me with a thorough explanation and confirmation that the bug had been addressed in the next update. That’s awesome customer support in my book.

A couple of things I’d like to see in future updates:
- more dividend tracking information like growth comp charts.
- I’d like to see charts moved to their own tab and fleshed out a bit.
- horizontal orientation support is great to have, but usually information is cut off by the notch. I imagine this is already being addressed though.

Overall it’s pretty good. I’d like there to be an ability to handle dividend reinvestment and stock splits so I don’t have to manually enter it. Most of the investments I have entered are an approximation because of dividends. Otherwise it does most of what I need.

Suggestion: When security unlock is enabled, the portfolio is still visible for a split second until the FaceID authentication occurs. If there is a way to obfuscate the portfolio until authentication is passed, I would feel more comfortable in the security of PortfolioTraderStockTracker .

Tried several different stock and portfolio trackers before arriving at PortfolioTraderStockTracker — by far the best match for a lightweight and straightforward dashboard. There’s more than enough options available to optimize the experience without dumping a lot of extraneous garbage onto the user. I’m sure I haven’t explored the full potential but very satisfied with the look and feel, and especially the time required to enter various investments.

Have used for about a month. Very well thought out. It’s hard to explain all the valuable features. The ones I use may differ from your needs. The ability to manage multiple portfolios and yet combine them into one “total” grouping is really helpful. It automatically constructs pie charts for each portfolio that can be set to display various characteristics. The biggest drawback is that it’s complicated enough that you’re likely to spend several hours getting up to speed in the beginning. (I suggest going slow for a day or two with just a few test entries.)

I manage a large, personal portfolio that is more like a small mutual fund. PortfolioTraderStockTracker was PERFECT for my use! The screens are very well designed, the features are really cool, especially the "heat" screen offering a daily tabulation of gains and losses, and the overall portfolio tracker vs. the Dow or S&P 500. These screens are simply fun to use! I was initially concerned about the cost of PortfolioTraderStockTracker , but after using it almost hourly for months now, I know that it was well worth the extra cost. Nice job!

This is undoubtedly the best stock tracking app I have ever used. I use it for basic stock transactions (Buys, Sells, Dividends) but not for any convoluted trades. Data entry is super easy. The summary for your portfolios is very detailed. The pie charts give you many different views of your portfolios such as stock allocation, percentage of stock holdings, cost basis, etc. I don’t usually write reviews, but I am extremely happy with PortfolioTraderStockTracker. Mike K.

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.

Like many other reviewers, I tried many other portfolio tracking apps before finding this gem. I’ve now been using PortfolioTrader for years. The developers not only keep PortfolioTraderStockTracker functional and provide impressive support, they have also added capabilities to PortfolioTraderStockTracker since my original purchase such as Heat Map and graphing portfolio history. I find such service remarkable. I find PortfolioTraderStockTracker to be a remarkable value.

PortfolioTraderStockTracker is fantastic, it easily replaced the stock tracker app I used to use. Reliable, insightful, good UI, tracks my capital gains -- I love it! When problems appear (thanks to changes in the financial data feeds PortfolioTraderStockTracker uses), the developer is right on top of things, and responds to email very quickly. I've got just one request -- I wish it allowed me more than one watchlist.

Overall a very nice app. Import/export via wi-fi actually works well. I was able to import trades from my computer with minimal effort. The built in help files are good (rare to have any instructions these days). Controls are intuitive and layout is nice both in portrait and landscape.

I only identified one feature request so far - add or modify Holdings view to split the unrealized gain into short term and long term.