CostBasis

CostBasis is a simple stock portfolio and cost basis tracker built for personal investors who want clear records of their trades, holdings, and performance.

Manage stocks, brokers, and accounts, record buy and sell trades, and automatically calculate position quantity, total cost, average cost, market value, unrealized profit/loss, realized gains, and return percentages. The app supports multiple accounts, multiple currencies, and home-currency cost tracking.

Key features:

Stock, broker, and account management Buy and sell trade records Holdings and cost basis summaries Realized profit/loss tracking Unrealized profit/loss and return percentage Summary views by stock, account, or broker Multi-currency support with home currency settings Stock quote refresh via Yahoo Finance Google Drive data sync Excel export English and Simplified Chinese language options Privacy mode to hide financial amounts CostBasis is designed for personal tracking and record keeping. It does not provide investment advice. Market data and calculations are for reference only.