SmartFolio - Portfolio Tracker

Track your stock portfolio with FIFO tax lot tracking!

SmartFolio is a powerful portfolio tracker designed for serious investors who want accurate FIFO cost basis tracking and tax reporting.

FEATURES:

• Track unlimited stocks across multiple portfolios
• Automatic FIFO (First-In-First-Out) tax lot calculations
• Real-time stock quotes and price charts
• Record buys, sells, dividends, and stock splits
• Detailed P/L reports: realized, unrealized, and total
• Tax year summaries for easy reporting
• Watchlist with live quotes
• Performance analytics vs S&P 500 benchmark
• Export to CSV for tax preparation
• Backup and restore your data
• Face ID security protection

PERFECT FOR:

• Active traders tracking cost basis
• Long-term investors monitoring performance
• Anyone preparing for tax season
• People who want to see their true investment returns

SmartFolio calculates your gains and losses using the FIFO method (required by IRS), tracking each tax lot individually so you always know your short-term vs long-term capital gains.

Your data is stored locally on your device and never uploaded to any server.

Market data provided by Finnhub.io.