PortfolIQ: Portfolio Tracker

iOS app by Michael Penzin. Finance · Michael Penzin

Store rating
0 / 5
Store rating count
0
Download price
Free to download
In-app purchases
Unknown
Version
1.1
Listing last refreshed
2026-09-06

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Store description excerpt

PortfolIQ gives investors a clear, transaction-first view of portfolio performance. Track what you invested, what you earned, and what is still unrealized across multiple portfolios and currencies. KEY FEATURES • Accurate FIFO cost-basis calculations • Realized and unrealized profit and loss • Portfolio performance and benchmark comparisons • Holdings, transaction history, and market-value tracking • Broker-file transaction imports • Trading calendar and performance analytics • Reusable trading strategies and trade notes • Market indicators and portfolio insights • Home Screen widgets and CarPlay access • Secure sign-in with Apple or Google • Light and dark themes synchronized across your devices PortfolIQ helps you understand how individual transactions, costs, currencies, and market movements affect your overall results. The Free plan is currently available. Additional plans displayed in the app are not yet available for purchase. PortfolIQ provides portfolio tracking and analytical tools for informational purposes only. It does not provide investment, tax, accounting, or financial advice.

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