.... in the App Store now!

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.