- PORTFOLIO SOFTWARE FOR MAC FULL VERSION
- PORTFOLIO SOFTWARE FOR MAC MANUAL
- PORTFOLIO SOFTWARE FOR MAC PC
- PORTFOLIO SOFTWARE FOR MAC PROFESSIONAL
As you follow various companies in the app, Apple News will pull in relevant news about it as you scroll through your list. With iOS 13 and macOS Catalina, the Stocks app was redesigned to include curated news from Apple News. Sometimes, I want to read about non-COVID –19 and politics news, like what is Microsoft doing or what is the latest from Peloton? I’ve found that one of my new favorite apps on macOS and iOS is the Stocks app.
Politics and COVID–19 are dominating the news, though. There are countless podcasts, newsletters, websites, etc. All in all, its still a good app and it has helped me tremendously, but these little improvements would make it more powerful.There is no shortage of ways to consume news in 2020, which is part of my problem. 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. This could be used for tracking trailing stop losses. There should be an option to be alerted for trailing percentage drops in price. Within the portfolio views there should be an option to see the RSI and other metrics pertaining to each stock 4. 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 each portfolio created within the app, there should be a way to look up a symbol without scanning the entire list. There are a few options though I believe it needs to make this a great app. 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. Great app but there is room for improvement I imagine this is already being addressed though. horizontal orientation support is great to have, but usually information is cut off by the notch. I’d like to see charts moved to their own tab and fleshed out a bit. more dividend tracking information like growth comp charts. That’s awesome customer support in my book.Ī couple of things I’d like to see in future updates: The developer got back to me with a thorough explanation and confirmation that the bug had been addressed in the next update. I recently had an issue that boiled down to a bug in the app. It’s clear that they genuinely care about the quality of the app and the individual user experience. And once I do get a response, it’s personal, direct, and thorough. It’s been perfect for tracking multiple portfolios.ĭeveloper response to issues can be a bit slow sometimes, but I get the impression it’s just a few people running this thing. It just works, unlike pretty much every other portfolio app out there. I love how simple and intuitive the core tracking functions are.
PORTFOLIO SOFTWARE FOR MAC FULL VERSION
I’ve been using the full version of this app for a couple of years now.
PORTFOLIO SOFTWARE FOR MAC PC
Portfolio Import/Export feature for importing large portfolios directly from a local PC fileĪ comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch FIFO or Average Cost accounting methods Automatic pricing updates (not all fund instruments supported)
PORTFOLIO SOFTWARE FOR MAC MANUAL
Manual trade entry or bulk import from PC Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split Support for GBP holdings quoted in pence Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR) Individual charts for each instrument across a variety of time ranges (available in full screen) P&L views at all levels - position, portfolio totals and all portfolios Simple swipe or tap navigation between views
Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis
PORTFOLIO SOFTWARE FOR MAC PROFESSIONAL
As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.Ĭomplete stock trading and share portfolio management for the professional trader or the casual investor. Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analyis of your share holdings and other investments. Professional share portfolio manager and stock tracker.
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