Equifolio Portfolio trackr-Tax

Name: Equifolio Portfolio trackr-Tax
Author: Veedroot

iOS app by Veedroot. Finance · Veedroot

Store rating: 0 / 5
Store rating count: 0
Download price: Free to download
In-app purchases: Unknown
Version: 1.08
Listing last refreshed: 2026-09-09

Store description excerpt

Equifolio is a private, all-in-one portfolio tracker for investors who want the full picture — without handing their financial data to anyone. Track shares, ETFs, crypto, bullion, property and cash side by side, with live prices, clear charts and the return figures that actually matter. EVERYTHING IN ONE PLACE • Shares, ETFs and crypto across global markets • Bullion, property, P2P, retirement and manual "other" assets • Liabilities too, so net worth is what you actually own • Live/delayed prices, interactive charts and a portfolio heat map • Dividend tracking with a full income view, including tax withheld RETURNS DONE PROPERLY • Time-weighted return (TWR) to judge your investments • Personal return (IRR / XIRR) to judge your journey • Realised vs unrealised profit, dividends and brokerage, split out • Cost-base adjustments (AMIT/AMMA, return of capital) handled for you • Benchmark your performance against a market index PRIVATE BY DESIGN • No account with us — we never see your portfolio • Sync is OFF unless you turn it on, and it goes to YOUR OWN iCloud — never to a server of ours • Nothing is sold or tracked • Works fully offline PROPERTY, NOT JUST A VALUATION • Rental income and expenses, each by category • Capital costs go to the cost base, not the deduction schedule • A running cost base you can actually see • Record a sale with its selling costs — and keep the rent it already paid you COME TAX TIME • A tax records sheet for every financial year • Capital gains and losses at your own rate — never applied behind your back • Dividends, rent, property expenses and interest income, gathered in one place • Export the year as CSV or PDF for your accountant • FIFO or LIFO for capital-gains lots, and your own financial year end BUILT FOR REAL PORTFOLIOS • Multi-currency done by date — every amount converts at its own day's rate, not today's • Enter the rate your broker actually gave you, and which currency you paid in • 42 currencies built in, or add your own • Export or import a full backup, or a CSV of transactions and dividends Equifolio is free for 14 days. After that, a yearly subscription keeps it going — cancel anytime. Your money, your data, your device. — Equifolio Pro is an auto-renewing annual subscription. Payment is charged to your Apple Account at purchase, and renews automatically unless cancelled at least 24 hours before the end of the period. Manage or cancel in your Apple Account settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://veedroot.com.au/equifolio/privacy.html Terms of Service: https://veedroot.com.au/equifolio/terms.html

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