Stock Portfolio Equity Curve
David Koontz Finance iPhoneiPadiPod touch
Stock Portfolio Equity Curve is a free Finance app for iPhone and iPad by David Koontz. Rated 5.0/5 from 1 ratings. Requires iOS 26.0.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 57 MB
- Age 4+
- Updated
- Aug 26
- 2026 · v3.1.812
Screenshots
About Stock Portfolio Equity Curve
■ Portfolio Management: ○ Multi-Account Portfolio Tracking ○ Family Sharing - App & Accounts (true collaborative sharing) ○ Track multiple investment accounts in one unified dashboard ○ Portfolio valuation and performance metrics ○ Daily snapshots of your portfolio's growth over time ■ Advanced Analytics & Interactive Charts ○ Professional charts with your buy/sell transactions plotted as markers ○ Multiple time ranges (1D, 1W, 1M, 3M, 1Y, 5Y, 10Y) with transaction overlay ○ Technical indicators combined with your actual trading history ■ Smart Transaction Management ○ Precise lot matching with FIFO cost basis calculations ○ Visual representation of which lots were sold when ○ Tax-efficient transaction tracking for capital gains reporting ○ Split adjustment handling maintains accurate historical positioning ■ Real-Time Market Intelligence ○ Stock quotes powered by AlphaVantage API ○ Company financials, earnings, and dividend history ○ Market status monitoring and corporate events tracking ■ Investment Decision Support ○ See how your entry and exit timing compares to earnings announcements ○ Correlate your trades with dividend dates and stock splits ○ Analyze holding periods visually on price charts ○ Track performance attribution by individual trade decisions ■ Built for Serious Investors ○ PortfolioEC leverages iOS 18+ technologies including SwiftUl, iCloud and SQLite. ○ Built for the long term investor, reviewing long-term investment decisions, or preparing tax reports. ○ PortfolioEC's unique transaction visualization gives you insights no other app can provide. ■ Data Security ○ Your data is secure on Apple's private SwiftData/iCloud database. ○ Only you can access this database, not the developers, no one else but you. ○ Finally see the complete story of your investments. ○ CSV import & export (transfer & store your data). ○ Not just where your stocks are now, but exactly how your trading decisions shaped your portfolio's journey. ■ Download PortfolioEC today and discover what your Equity Curve has been trying to tell you. Terms & Privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.portfolioequitycurve.com/privacy-policy
What’s new
Version 3.1.812 · Updated August 26, 2026
Version 3 of Portfolio EC allows for true collaborative sharing of accounts across family members. Encouraging learning and financial collaboration with the family. Share the App (family sharing); then share accounts. Reduce the need for spreadsheet updates. Keep everyone on the same view of the accounts. The app got a UI refreshed design. Combined the Portfolio view with the Accounts view; making it quicker to get to the important visualization of charts. Added colors & line styles to the Setting page for custom line colors. Also scale up the size of those awesome annotations and symbols. Better labels and legends on the charts. CSV import & export to simplify data entry for large portfolios. And keeping backup records if desired. Capital Gains indicator on charts (at 1 year point; short-term or long-term). Revised the age rating - which is concerned with explisit content.
App privacy
The developer, David Koontz, 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
Used for: Analytics, Product Personalization, App Functionality, Other Purposes
Alternatives to Stock Portfolio Equity Curve
Looking for apps like Stock Portfolio Equity Curve? Here are 6 similar apps on the App Store. The highest rated is Whispertrades (5.0/5), and 5 of the 6 are free to download.
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EquityLens
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Just Portfolio
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Whispertrades
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Portfolio Snapshot
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StonksAI: Smart Investments
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Stock Portfolio Equity Curve | 5.0 / 5 (1 rating) | Free | August 26, 2026 | |
| EquityLens | – | 7.99 USD | Oct 24, 2026 | Compare |
| Permanent Portfolio Tracker | – | Free | Jan 12, 2026 | Compare |
| Just Portfolio | – | Free | Jan 5, 2026 | Compare |
| Whispertrades | 5.0 / 5 (4) | Free | Oct 22, 2026 | Compare |
| Portfolio Snapshot | 5.0 / 5 (2) | Free | Jan 7, 2026 | Compare |
| StonksAI: Smart Investments | – | Free | Dec 6, 2025 | Compare |