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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively.

Description

StockFly enables you to monitor your investment portfolio using any currency, comprehend stock information with simplicity, and strategize your next actions within a secure, ad-free environment. Every transaction—whether a purchase, sale, or dividend—is adjusted according to the exchange rate applicable on that specific date, ensuring that the returns displayed reflect your genuine earnings. You can easily upload your historical data in one go, analyze money-weighted returns, benchmark your performance against various indexes and ETFs, and keep an eye on dividends after tax deductions. The Explorer feature allows you to assess trends, company valuations, financial health, risks, and the safety of dividends. Additionally, you can create hypothetical scenarios, establish target allocations, and generate tax summaries for exporting in PDF or Excel formats, making your investment management more comprehensive. Furthermore, StockFly supports users in making informed financial decisions by providing insights that are tailored to their specific portfolio needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gemini No 
Google No 
Microsoft Excel No 
Yahoo Finance No 

Integrations

Gemini Yes 
Google Yes 
Microsoft Excel Yes 
Yahoo Finance Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.

Every new account gets 30 days of Pro with no card required.

Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.

Nothing is deleted or hidden when a trial or a subscription ends.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Purescope

Website

www.iportfoliotrader.com

Vendor Details

Company Name

StockFly

Founded

2026

Country

United Arab Emirates

Website

stockfly.app

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis Yes 
Wash Sale Detection No 

Alternatives

Alternatives

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