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tickerfolio: Portfolio Tracker

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tickerfolio brings all your investments into one clear view

By DAWID MICHAL MILCZAREK · Finance
Debuts score 84NewRate it first

Why we expect it: A clear, privacy-first portfolio tracker with broker imports and currency-aware results that makes investments easy to follow.

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About

tickerfolio brings all your investments into one clear view. Import the trade history you already have at your broker and see what every portfolio is worth today, in the currency you choose.

IMPORT FROM YOUR BROKER Export your transaction history and open it in tickerfolio. The app reads files from mBank, Revolut (stocks and crypto), Saxo and Coinbase, recognizes each instrument and shows you a review before anything is saved. Transactions you already have are skipped, and every import can be undone.

ALL YOUR PORTFOLIOS, ONE CURRENCY Keep a separate portfolio for each account and see them all together. Every portfolio has its own display currency, and costs are converted at the exchange rate from the day of each transaction, so your results include the effect of currency moves.

RESULTS THAT MAKE SENSE - Today's change, unrealized and realized results, and the total, always calculated the same way. - A value chart from one day to all time. Drag your finger to see any day; buying more never counts as a gain. - A map of the day: every holding sized by its value and colored by today's move. - Tap a holding to open it in Apple's Stocks app, or touch and hold it for the details.

EVERY TRANSACTION IN ONE PLACE Browse buys, sales and imports, search them, and add or edit transactions by hand, including fees, stock splits and purchases paid from an account in another currency.

PRIVATE BY DESIGN Your portfolios stay on your iPhone. No account, no ads, no tracking. To fetch prices, the app sends only ticker symbols, currencies and search text, never quantities, purchase prices or portfolio values. Export a backup file whenever you like.

PRICES Prices, exchange rates and instrument search come from the tickerfolio data service and require an access key, issued free of charge on request (see the support page). Without a key, importing, portfolios, transactions and backups work fully, just without prices.

Dark and light themes. English and Polish.

Prices may be delayed. tickerfolio is a portfolio tracker for information only and does not provide investment advice.

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