OPES: Investment monitoring

OPES is a simple way to track your investment portfolio without the complexity of spreadsheets. Whether you’re just getting started or managing a few accounts, OPES gives you a clear view of how your investments are performing, all in one place. Track your portfolio Add transactions, monitor performance over time, and see your overall portfolio value and gains at a glance. View detailed breakdowns for each holding, including average cost, current price, and holding period. Multiple accounts, one app Combine holdings from different brokers into a single view. Colour-code each account and switch between them instantly. Multi-currency support Track investments in 29+ currencies with automatic exchange rate updates. Toggle between showing values in each stock’s local currency or converted to your system currency. Portfolio insights Analyze your portfolio with CAGR calculations, health metrics, and detailed performance analytics. Import your data Import your transaction history from CSV files with AI-powered column mapping—no manual reformatting needed. Home screen widgets Keep an eye on your portfolio without opening the app. Display your way Toggle between showing values as amounts or percentages. Choose between local and system currencies. Pick from multiple app icon themes. Proudly manual, private, and ad-free. Your data stays on your device and syncs securely via iCloud.