Profit: Portfolio Performance
codefreeze GmbH · Finance
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Chart standing · US
What changed · US
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• Import transactions from Fidelity Activity & Orders CSV exports • Market data now keeps updating on macOS while Profit is running, even when you switch to another app or close the window • Option positions on iOS now show whether they are in, at, or out of the money (ITM, ATM, OTM)
Ratings breakdown · US
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In-app purchases · US
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About
See how your portfolio is performing, across accounts and brokers. Profit brings your investments together on Mac, iPhone, and iPad. • Track profits, dividends, and returns, including time-weighted and money-weighted returns (TWR and MWR). • Compare your performance with the S&P 500 or a benchmark of your choice. • Import from Interactive Brokers or CSV files, including exports from Fidelity, Trade Republic, and Scalable Capital. • Track investments in multiple currencies. • Look back at your holdings and performance on any past date. • Keep your portfolio in sync across your devices with iCloud. Your portfolio is personal. Calculations run on your device. No analytics. No selling your data. Try every feature free for 7 days. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://portfolioprofit.app/privacy
What's new · 27.2
• Import transactions from Fidelity Activity & Orders CSV exports • Market data now keeps updating on macOS while Profit is running, even when you switch to another app or close the window • Option positions on iOS now show whether they are in, at, or out of the money (ITM, ATM, OTM)
Details