Equira Portfolio Manager Tools
Equira LLC Finance iPhoneiPadiPod touch
Equira Portfolio Manager Tools is a free Finance app for iPhone and iPad by Equira LLC. Rated 5.0/5 from 13 ratings. Requires iOS 18.0.
- Rating
- 5.0
- 13 ratings
- Price
- Free
- on the App Store
- Size
- 97 MB
- Age 12+
- Updated
- Oct 16
- 2026 · v3.1.0
Screenshots
About Equira Portfolio Manager Tools
TRACK EVERY INVESTMENT IN ONE PLACE Follow your portfolio with live pricing, clear allocation charts, and daily snapshots that make historical performance easy to understand. Securely connect accounts with Plaid or add positions manually, while Equira keeps your profit and loss up to date. With Equira, you can: - Track stocks, ETFs, funds, crypto, gold, cash, custom assets, and more - Monitor portfolio value, daily change, and historical performance - View allocation breakdowns across assets and categories - Follow upcoming dividends from the Portfolio tab - Explore insider transaction activity for supported stocks - Create watchlists and price alerts - Open detailed asset views with charts, news, sentiment, and market data - Customize your Portfolio dashboard to focus on the cards that matter to you - Sync supported investment accounts or manage holdings manually Equira is designed for clarity: elegant charts, focused dashboards, and practical analytics without clutter. Terms of Use: https://www.equira.app/terms-and-conditions
Ratings & reviews
5.0
13 ratings
What’s new
Version 3.1.0 · Updated October 16, 2026
What's New: - Portfolio Details: See your portfolio's value over time, its allocation and every holding in one detailed view. - Benchmark: Compare your portfolio's growth with the S&P 500 and the Nasdaq Composite in Insights. - Purchase Date: Add a purchase date to holdings you enter manually for a more accurate dividend history. - Precious Metal Unit: Show your gold and silver totals in grams or troy ounces. Change it in Profile → Currency & Units. - Faster Responses: Our servers now respond faster when you add or edit holdings, update your watchlist or manage price alerts. Fixed Issues: - Fixed an issue where a warning could say your portfolio wasn't updated right after you added a holding manually. - Fixed an issue where upcoming dividends didn't load for some large portfolios. - Fixed text being cut off in the Realized Gains info pop-up at larger text sizes.
App privacy
The developer, Equira LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Purchases: Purchase History
- Financial Info: Other Financial Info
- Contact Info: Name, Email Address
- Identifiers: User ID, Device ID
Used for: Analytics, Product Personalization, App Functionality
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Diagnostics: Crash Data
- Identifiers: User ID
- User Content: Customer Support
Used for: Analytics, Product Personalization, App Functionality
Alternatives to Equira Portfolio Manager Tools
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Equira Portfolio Manager Tools | 5.0 / 5 (13 ratings) | Free | October 16, 2026 | |
| Wall Street Stocks | 4.9 / 5 (21) | Free | Oct 15, 2026 | Compare |
| AI Trading Signals Bot | 5.0 / 5 (10) | Free | Sep 23, 2026 | Compare |
| Tesorin: Personal Finance | 5.0 / 5 (1) | Free | Oct 13, 2026 | Compare |
| Dueza | 5.0 / 5 (21) | Free | Jul 31, 2026 | Compare |
| Flint: Expense Tracker & Bills | 4.6 / 5 (5) | Free | Sep 17, 2026 | Compare |
| Optivault - AI Finance Advisor | 3.9 / 5 (15) | Free | Apr 22, 2026 | Compare |