Description
■ Portfolio Management:
○ Multi-Account Portfolio Tracking
○ Track multiple investment accounts in one unified dashboard
○ Portfolio valuation and performance metrics
○ Daily snapshots of your portfolio's growth over time
■ Advanced Analytics & Interactive Charts
○ Professional charts with your buy/sell transactions plotted as markers
○ Multiple time ranges (1D, 1W, 1M, 3M, 1Y, 5Y, 10Y) with transaction overlay
○ Technical indicators combined with your actual trading history
■ Smart Transaction Management
○ Precise lot matching with FIFO cost basis calculations
○ Visual representation of which lots were sold when
○ Tax-efficient transaction tracking for capital gains reporting
○ Split adjustment handling maintains accurate historical positioning
■ Real-Time Market Intelligence
○ Stock quotes powered by AlphaVantage API
○ Company financials, earnings, and dividend history
○ Market status monitoring and corporate events tracking
■ Investment Decision Support
○ See how your entry and exit timing compares to earnings announcements
○ Correlate your trades with dividend dates and stock splits
○ Analyze holding periods visually on price charts
○ Track performance attribution by individual trade decisions
■ Built for Serious Investors
○ PortfolioEC leverages iOS 18+ technologies including SwiftUl and SwiftData.
○ Built for the long term investor, reviewing long-term investment decisions, or preparing tax reports.
○ PortfolioEC's unique transaction visualization gives you insights no other app can provide.
■ Data Security
○ Your data is secure on Apple's private SwiftData/iCloud database.
○ Only you can access this database, not the developers, no one else but you.
○ Finally see the complete story of your investments.
○ Not just where your stocks are now, but exactly how your trading decisions shaped your portfolio's journey.
■ Download PortfolioEC today and discover what your Equity Curve has been trying to tell you.
Terms & Privacy
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://www.portfolioequitycurve.com/privacy-policy