iStockfolio

iStockfolio - Stock Portfolio Management

Manage your investments with ease and precision

• Intelligent Multi-Portfolio Tracking Create and manage multiple portfolios in different currencies (EUR, USD, GBP, CHF, JPY, CAD, AUD). View your overall performance and track the progress of each investment in real time.

• Automatic Capital Gains Calculation FIFO (First In, First Out) method for accurate tax calculation Tracking of realised and potential capital gains Automatic management of historical exchange rates Accounting for dividends and transaction fees

• Detailed Analysis Current positions with average purchase prices Performance per share and per portfolio Simulate your goals

• Sharing and advice (optional) Share and view other users' buy and sell orders to identify good deals. Receive news and related trends for your watch list.

• Professional Import/Export (Premium) Supported formats: JSON, CSV, Revolut Tax export for your declarations Back up and share your data

• iCloud Synchronisation Access your data on all your Apple devices. Automatic and secure synchronisation via CloudKit so you never lose your information.

• Advanced Multi-Currency Management Automatic historical exchange rates Rate history via the Bank of France

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