Portfolio Profit app iconPortfolio Profit

Frequently Asked Questions

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Is it free?

Yes, there is and always will be a free version of Portfolio Profit. However, in the free version, you are limited to adding up to 100 transactions. Also, in future versions of the app, certain features might only be available in Portfolio Profit Pro.

Can I import transactions from my broker?

Portfolio Profit does not support direct imports from brokers, but there is a generic CSV import functionality that you can leverage to import your transactions.

How do I find the correct ticker symbol for a security?

You can use the Apple Stocks app that comes with macOS and iOS to look up ticker symbols for securities, funds, etc. You can also use websites like Yahoo Finance to look them up.

Can I track cryptocurrencies?

There is no first-class support for cryptocurrencies yet, but you can add them as securities. Bitcoin in USD, for example, uses the ticker symbol BTC-USD.

Can I track options?

Yes. There is a dedicated Option instrument types that you can use to track US-style put and call options.