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Stock Portfolio

Track your personal investments by lot. Live performance across Mac and iPhone.

🖥 macOS 15+ 📱 iOS 18+ ☁️ iCloud sync Free · No account
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Mac

macOS 15 · Developer ID signed · Free download
Stock Portfolio
$31,423.60
+$184.20 today
AAPL Apple Inc. $14,641.00 +62.5%
MSFT Microsoft Corp. $12,480.00 +6.7%
NVDA NVIDIA Corp. $4,302.60 −46.2%

Your portfolio,
always in view.

A lightweight native app that tracks your purchase lots and shows live performance — no subscription, no account, no cloud lock-in.

⬇ Download for Mac macOS 15 · v0.1.0 · Developer ID signed & notarized
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Lot-level tracking

Track multiple purchase lots per ticker. See each lot's exact cost basis, gain, and return since purchase.

Live quotes via Finnhub

Prices update automatically. Optionally bring your own free Finnhub key to bypass the shared proxy.

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Keychain-secured

Your API key lives only in the Keychain — never in logs or files. Your data stays on your devices.

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iPhone

iOS 18 · App Store · Free
Portfolio dashboard showing total value and holdings AAPL lot detail showing +62% gain Settings with privacy mode and Finnhub key

Live portfolio,
always in your pocket.

The same lot-level tracking as the Mac — optimized for iPhone with dynamic layouts, Home Screen widgets, and full iCloud sync.

📱 Download on the App Store
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Home Screen widgets

Small, medium, and large WidgetKit widgets that update throughout the trading day.

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Privacy mode

Hide dollar amounts at a tap. Percentages stay visible so you stay informed without exposing details.

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Syncs with your Mac

Your lots sync automatically across iPhone and Mac via iCloud — no separate account required.

🔲 Home Screen Widgets

Your portfolio at a glance — no app launch required.
Available on iPhone Home Screen and Mac desktop.

Portfolio
$31,423
+$184 today
Stock Portfolio
Small
Portfolio · Live
$31,423.60
+$184.20 +0.59% today
AAPL
+62.5%
MSFT
+6.7%
NVDA
−46.2%
Medium
Portfolio · Live
$31,423.60
+$184.20 today +0.59%
AAPL
Apple
$14,641
+62.5%
MSFT
Microsoft
$12,480
+6.7%
NVDA
NVIDIA
$4,302
−46.2%
Stock Portfolio · Updated just now
Large

Everything you need, nothing you don't.

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Lot-level tracking

Track multiple purchase lots per ticker — symbol, shares, date, and price. See exactly what each lot has returned since you bought it.

Live quotes

Real-time prices via Finnhub, updating throughout the trading day. Bring your own free API key to use your personal quota.

🙈

Privacy mode

Hide dollar amounts and position sizes at a tap. Percentage movements stay visible so you stay informed in any setting.

☁️

iCloud sync

Your lots sync automatically across iPhone and Mac via iCloud — no separate account, no third-party server.

🔒

Keychain-secured

Your API key is stored only in the system Keychain — never in logs, files, or synced storage.

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Built for Apple

SwiftUI, SwiftData, WidgetKit, CloudKit. Supports Dynamic Type, VoiceOver, and system dark mode on both platforms.