Tradesy

Tradesy is a personal finance app designed for the small investor. Keep a handle on your investments: watch stocks, track your portfolios, see capital gains, and more. Portfolio tracking: • Full text-based import and export (CSV or tab-delimited). Bring in the trading activity from your brokerage. • Automatic cost base and capital gains calculation. Know the value of your gains and dispositions to make tax time a snap. • Accounting for a variety of transaction types. Trades, splits, dividends, reinvested capital gains, cash transfers, etc. Stock & ETF performance graphing: • Auto-updating watchlist. Track real-time performance of your favourite stocks and securities. • Flexible historical performance querying. Browse detailed past performance in graphs and tables. • Strategy-based back-testing. See what returns could have been realized by trading according to adjustable rules. Flexibility and data privacy: • Portable and durable document format. Watchlists and portfolio data are easily backed up or shared. • All data stays local. Portfolio data are not transmitted to or stored on any remote server. Use of Tradesy is subject to the Apple Licensed Application End User License Agreement (https://www.apple.com/legal/internet-services/itunes/dev/stdeula/).