Kinfolio Portfolios

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Kinfolio keeps several portfolios on your iPhone and iPad

Why we expect it: Clear, careful description of multiple portfolios, currency conversion, and iCloud sync makes its value easy to grasp.

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In short

Kinfolio Portfolios keeps several portfolios on iPhone and iPad, built from buys, sales, cash entries, or imported Delta CSV files. Its totals are shown in today's value, can be converted to another currency using a delayed exchange rate, and sync through iCloud. One notable detail: returns use a time-weighted method that leaves out deposits and withdrawals, and the app does not connect to a broker.

Summary by Debuts, based on the App Store listing.

About

Kinfolio keeps several portfolios on your iPhone and iPad. Add a buy, a sale, or cash yourself, or import a Delta CSV. Positions and cost come from those transactions.

When a price is available, the total is today’s worth. Pick another currency and the total and chart convert with a delayed exchange rate. Each holding stays in its own currency.

A range shows the change in worth and a time-weighted return. Money you deposit or withdraw is left out of the percent. A split is not a gain. Dividends still held as cash are included, and dividends received this year are listed under the total.

Portfolios stay in your iCloud account and sync to your other iPhones and iPads. Invite another Apple ID to share one portfolio. Kinfolio does not connect to a broker.

Face ID, Touch ID, Optic ID, or your device passcode locks the app when you leave it.

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