iPhone app · ETF and investment portfolio
Your investments stay between you and your iPhone.
My Portfolio Tracker shows what your portfolio is worth, how it's doing and how many shares to buy with your next deposit to follow the allocation you choose. It never asks for your bank login, shows no ads and doesn't profile you.
Free. iPhone only.
Net worth
It only knows what you choose to tell it.
You don't connect your bank: you add accounts and transactions yourself, and the app does the maths. Here's what it never asks for, and what it keeps.
Never asks for
- Your bank or broker login
- Access to your accounts
- Your phone number
- Permission to track you across apps and websites
Only keeps
- Your email, to sign you in
- The accounts and transactions you enter
- The allocation you're aiming for
Portfolio data lives on a server in Italy. Sign-in goes through Google's Firebase, which only knows your email. You can delete your account and data from the app, and they are really gone. Read the privacy policy
Your next deposit, already split.
Set the allocation you want once. Every time you add money, the app tells you how many shares of each ETF to buy to get closer to it, without selling anything.
- Whole shares, the way your broker sells them.
- It tells you what's left over.
- Want to get back to your target exactly? There's a full rebalance too, with a threshold below which nothing moves.
Sample portfolio, indicative prices.
Everything you need to keep track
Net worth and widget
Total value, today's change and your top holdings, on your Home Screen too.
Returns you can trust
Time- and money-weighted returns, month by month: see what the market did and what your choices did.
Where your money sits
Breakdown by kind of investment, country and currency.
Locked with Face ID
The app locks when you leave. Look at it to open it again.
Works offline
Your latest data stays readable even on the metro.
In English and Italian
It follows the language you pick in your profile.
Three steps to start
Create your account
With Apple or your email.
Add accounts and transactions
One account per broker or bank, then buys, sells and dividends.
Set your target
Decide how much you want in each holding. From then on, every deposit comes with a plan.
Questions
Is it free?
Yes, it's free.
Do I have to connect my bank?
No. You enter accounts and transactions yourself: a bit of work at the start, but nobody gets access to your accounts.
How does it work out how many shares to buy?
It compares what you hold of each holding with the allocation you chose, adds your deposit and goes first to whatever is furthest below target. It buys whole shares and tells you what's left; if the rest still pays for a share, it adds one where it's needed most.
Does it work with a monthly investment plan?
Yes. You record your plan's buys as you make them at your broker, and every deposit gets its plan. It buys nothing for you: you place the orders at your broker.
Can I track several brokers?
Yes. You create one account per broker or bank and see everything together, in euros.
What's the difference between TWR and MWR?
The time-weighted return (TWR) measures how the investments did, leaving out when you added money: use it to compare with an index. The money-weighted return (MWR, or XIRR) counts when and how much you added: it tells you what your money earned.
Does it handle holdings in dollars or pounds?
Yes. Each holding keeps its currency, and the app converts everything to euros at the day’s rate.
Where is my data?
Portfolio data lives on a server in Italy. Sign-in goes through Google's Firebase, which only knows your email.
Can I delete everything?
Yes, from the app: Settings › Profile › Delete account. Your account, accounts and transactions are deleted, not just hidden.
Are prices real time?
They update several times a day and are indicative: when you buy, your broker's price is the one that counts.
Is this financial advice?
No. The app does the maths on the allocation you choose and doesn't tell you what to buy.
Start with your next deposit.
Free, for iPhone. Sign up with Apple or your email and you're in.