Portle - Investing Ledger
Willow Investments Inc. · Finance
Independent analytics for this App Store listing. AppTracker is not affiliated with Willow Investments Inc.
Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
Import trade history files from Japanese brokers (Rakuten, SBI) as they are. Fees and dividend tax in statement files are no longer counted twice.
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About
Portle is a portfolio calculator for individual investors. Bring in the investment records scattered across broker apps and statement files, and Portle calculates returns, allocation, worst drawdown, and change over time so you can see what your portfolio is doing. Start on your device or connect Google to keep the ledger in a Google Sheet you own. Record buys, sells, dividends, fees, deposits, withdrawals, and adjustments. Portle calculates holdings, gains, income, cash, and performance from those transactions. WHAT YOU CAN DO - Review portfolio returns, allocation by symbol, sector, and currency, realized and unrealized gains, dividends, and cash - See 1-month, 3-month, year-to-date, and 1-year returns, plus the worst drawdown from a peak - See how much of your unrealized gain or loss comes from currency moves - Write portfolio rules in plain language and check them against your ledger - Estimate country-specific tax effects for supported regions - Estimate the monthly income if you sold everything and kept the after-tax proceeds on deposit - Draft transactions from broker screenshots, pasted text, CSV files, or Excel files - Review every AI-read transaction before it is saved - Find possible duplicates, unreadable rows, missing dividends, and other entries that may need attention - Compare your ledger quantities with your broker balances - See which value chains your holdings sit in, and which of your holdings are linked to one another - Keep a Drive ledger editable in Google Sheets Portle uses delayed market data and does not place trades. It is not a broker, exchange, investment adviser, or tax adviser. Tax estimates and ledger checks are informational. Confirm them against your broker records and consult a qualified professional when needed. Portle Pro subscription - Portle Pro Monthly: 1 month, auto-renewing - Portle Pro Yearly: 1 year, auto-renewing - The price is shown in your local currency inside the app before you buy. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless it is canceled at least 24 hours before the end of the current period. You can manage or cancel it in your Apple Account settings. Privacy Policy: https://portle.quest/privacy Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
What's new · 1.0.8
Import trade history files from Japanese brokers (Rakuten, SBI) as they are. Fees and dividend tax in statement files are no longer counted twice.
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