Finance 2049 Portfolio Tracker

Lomsa, LLC · Finance

4.2 5 ratings Free

Chart standing · US

Not currently charting in this storefront.

Ratings breakdown · US

The star breakdown behind this app's rating in this storefront.

5★ 80% 4
4★ 0% 0
3★ 0% 0
2★ 0% 0
1★ 20% 1

Screenshots

About

Finance 2049 is a portfolio tracking app for long-term investors who want clarity on real performance - without trading noise, complexity, or paywalls. Inspired by the simplicity of Google Finance, Finance 2049 helps you understand how your investments are actually performing over time. Track your portfolio value, invested capital, gains, and allocation in one calm and focused interface. Whether you invest in individual stocks or build diversified portfolios, Finance 2049 gives you the essential tools to stay informed and confident in your long-term strategy. # Key features: - Clear portfolio overview See total portfolio value, long-term performance, and allocation across positions in a simple, distraction-free dashboard. - Accurate cost basis tracking Know exactly how much you invested. Track realized and unrealized gains with precise calculations. - Full transaction and lot history Every trade is recorded and positions are tracked by individual entries for transparent performance insight. - Performance analytics Understand total return, asset contribution, and long-term investment progress without complex charts or trading tools. - Flexible import and full export Import transactions from files such as CSV, XLSX, JSON, PDF, or images. Export your complete portfolio data anytime. - Private and local-first Your portfolio data stays on your device. Finance 2049 is built with a privacy-first approach and works without subscriptions. Finance 2049 is designed for investors who want a clean, reliable way to track their investments and focus on long-term wealth building.

What's new · v1.0.0

# Added • Thesis Journal for tracking investment ideas and notes. • Ticker-specific news on stock pages. • 5Y stock chart range. # Fixed • Better modal scrolling and keyboard behavior. • Fixed duplicate asset search results. • Improved spacing on smaller screens. • Fixed empty Realized P&L chart range.

Details

DeveloperLomsa, LLC
ReleasedMar 2026
UpdatedJun 2026
Versionv1.0.0
Size48.8 MB
RequiresiOS 15.6 or later
Age rating4+
LanguagesEnglish
PriceFree
Categories FinanceProductivity
Bundle IDcom.lomsa.finance2049