VectX - Portfolio Tracker

Name: VectX - Portfolio Tracker
Author: Jia Li

iOS app by Jia Li. Finance · Jia Li

Store rating: 0 / 5
Store rating count: 0
Download price: Free to download
In-app purchases: Unknown
Version: 1.9.0
Listing last refreshed: 2026-09-17

Store description excerpt

VectX — Your Personal Portfolio Manager Been investing in funds every month, but how much have you actually earned? VectX uses XIRR to calculate your true rate of return, making your investment performance crystal clear. ◆ Portfolios at a Glance Create multiple independent portfolios — US stocks, mutual funds, crypto, you name it. Choose from 13 stunning card themes, from deep navy to royal gold, reflecting your investment style. Category tags and one-tap filtering keep everything organized. Switch between compact and standard modes. Quick-add buttons on cards let you log transactions faster. ◆ Precise Transaction Tracking Record every buy, sell, dividend, and withdrawal. Custom tags and a flowing layout make cash flow directions crystal clear. Sort by date or amount, filter by type and tag, clone transactions for quick reuse — reviewing history has never been easier. ◆ In-Depth Analysis, Real Returns · XIRR — Calculate true investment return accounting for time value of money · Trend Charts — Track portfolio value changes over time with interactive touch details · P&L Analysis — View total investment, current value, and unrealized gains/losses in real time · Analyze Groups — Flexibly compare different strategies with currency-based breakdowns · Deep Analysis — Monthly trends, market value distribution, P&L rankings, tag distribution, trading frequency, and risk insights · Peak Capital Algorithm — Uses historical highest net investment as denominator for more accurate returns in high-frequency trading. Auto-prompts at zero-cost status ◆ Financial Tools for Better Decisions · Compound Calculator — Enter principal and expected rate, visualize growth with line and area charts. One-tap portfolio import · XIRR Playground — Simulate cash flows, calculate IRR in real time, view cumulative changes via step area charts · FIRE Calculator — Enter principal, annual savings, and expenses to estimate years to financial independence. Growth chart marks the FIRE crossover. Supports portfolio data import ◆ Multi-Currency Support 17 major currencies (USD, EUR, CNY, HKD, JPY, and more) with automatic exchange rate syncing and one-tap base currency switching. Analyze Groups supports original and base currency views — cross-border asset management made easy. ◆ Shortcuts Automation Deeply integrated with Apple Shortcuts — "VectX Add Transaction" via voice or automation, "VectX Update Market Value" for auto-syncing quotes. Pair with crawlers or real-time APIs for fully automated tracking. ◆ iCloud Sync [PRO] Encrypted data in your personal iCloud space, real-time sync across Apple devices, remote change monitoring, and echo suppression. ◆ Data Import & Export [PRO] Batch import and backup via CSV with multi-encoding support. ◆ Privacy First All data stored locally by default. Developers cannot access your financial data. Nothing is uploaded to third-party servers. ◆ Personalized Experience · Dark/Light mode — switch at will · Red up/Green down or Green up/Re

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