One screen for all your positions — including subpositions and cash positions. See the amount you’ve invested, what it’s worth, as well as your returns. Interactive charts visualize your value, profit, and return over time.
You can add long positions as well as short positions to your accounts. When you mix them, Portfolio Profit calculates the surplus return accordingly.
Portfolio Profit supports numerous transactions: buy, sell, dividend, interest, deposit, withdrawal, conversion, and transfer transactions.
Know how your portfolio performs using metrics like the time-weighted return and the money-weighted return. You can also check your performance per instrument as well as per account.
You can have as many accounts as you want. Choose any combination and the app calculates insights, positions, and performance only for those accounts.
Portfolio Profit supports multiple currencies — even in the same account. With automatic conversion using data from the European Central Bank.
Portfolio Profit performs all calculations on your device. We don’t operate a backend. We don’t track you and don’t know what and how much you have in your portfolio.
Portfolio Profit automatically downloads and updates prices from various sources for up-to-date reports.
Because all data is stored on your device, the apps work just fine even without internet connectivity.
Portfolio Profit leverages Apple’s battle-tested and secure iCloud to keep both the macOS and iOS app in sync.
Whether you’re currently tracking your portfolio with a spreadsheet or another app — with the CSV import you can easily import your existing transactions into Portfolio Profit.
Both the macOS and the iOS apps are native applications with the look and feel you expect.
There are no ads and there will never be. We don’t sell your data — not even anonymized. We’re independent and make money by selling the app.