iPhone Screenshots
Description
Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors. Track your stocks, dividends, and overall net worth with real-time market data, advanced technical indicators, and automated valuation models.
KEY FEATURES:
PORTFOLIO & ASSET TRACKING
- Real-time stock prices and intraday fluctuations.
- Multi-currency support with automatic USD/EUR conversion.
- Track total invested capital, cumulative profit/loss, and unrealized gains.
- Complete breakdown of your asset allocation.
DIVIDEND ESTIMATION & YIELD
- Automatic annual dividend calculations.
- Projected dividend cash flow for every position in your portfolio.
- Track your overall dividend yield against current market prices.
TECHNICAL & FUNDAMENTAL ANALYSIS
- 24-Hour intraday and 1-Year historical interactive charts.
- Moving averages: SMA 50 and SMA 200 trend signals.
- 52-Week High and Low price markers with distance indicators.
- Automated trend channels, support, and resistance analysis.
- Multi-factor quantitative scoring: evaluates P/E, ROE, P/B, balance sheet debt, dividend yield, and trend momentum to provide comparative Buy, Hold, or Sell assessments.
PORTFOLIO PRESETS & IMPORT
- Easily create, switch between, and manage multiple portfolios (e.g. Dividend Growth, Tech, Long Term).
- Export and import your portfolios via JSON or cloud storage.
- Built-in web integration to import holdings directly from your financial accounts.
APPLE WATCH & HOME SCREEN WIDGETS
- Native Apple Watch app with daily variation, total performance, and complications.
- iOS Home Screen widgets displaying your top gainers, losers, and daily balance at a glance.
PRIVACY FIRST
- Your financial data stays on your device and private iCloud storage. No registration, no tracking, and no external servers storing your personal portfolio details.