Keep all your stock portfolios in one place, in sync across your Mac, iPhone, and iPad. See live prices, per-holding gain/loss, daily change, and how you're tracking against your all-time high — with a private-by-design architecture built by security people.
Add your holdings and let the app do the rest — live valuations, a permanent daily record, and clean exports whenever you need them.
Each holding shows price, previous close, % change, market value, and portfolio weight — pulled from public market data using only the ticker symbols you enter.
Every trading day the app saves a finalized snapshot — total value, day delta, and percent change — so your track record is immutable and always there.
See how each portfolio is doing against its own record high, with the exact dollar and percentage distance from the peak.
Have the app email you a clean PDF summary automatically each trading day, sent directly from your device using your own email account — nothing routes through us.
Export any portfolio to an Excel workbook with charts, share any tab as a PDF, and back up or restore your entire database to a single file.
No account or login. Data lives on your device and in your own private iCloud. An optional Face ID / Touch ID lock keeps it for your eyes only.
Portfolio Tracker Professional is built by a security firm, so privacy isn't an afterthought. There is no developer backend collecting your holdings. Your data is stored on your device and synced only through your own private iCloud account. Stock quotes are fetched with just the ticker symbols — never any personal information.
Available now on the App Store for iPhone, iPad, and Mac. Questions before you download? Our support page has answers, or reach us directly.