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Screenshots

  • Portfolio Snapshot screenshot 1
  • Portfolio Snapshot screenshot 2
  • Portfolio Snapshot screenshot 3
  • Portfolio Snapshot screenshot 4

About Portfolio Snapshot

Portfolio Snapshot is a simple, elegant way to track your stock portfolio right from your iPhone. TRACK YOUR INVESTMENTS Add your stock holdings by entering the ticker symbol, number of shares, and purchase price. Optionally record the purchase date for your reference. REAL-TIME PRICE UPDATES Pull to refresh and get current market prices powered by Twelve Data. See your portfolio value update instantly with the latest stock prices. GAIN & LOSS TRACKING Watch your investments grow (or learn from the losses). Portfolio Snapshot calculates your gain or loss for each holding and your total portfolio—in both dollars and percentages. PRIVACY FIRST Your portfolio data never leaves your device. No account required. No sign-up. No cloud sync. Just you and your investments, stored securely on your iPhone. FEATURES: - Add unlimited stock holdings - Real-time price data from Twelve Data - Automatic gain/loss calculations - Support for fractional shares (up to 4 decimal places) - Optional purchase date tracking - Clean, native iOS design - Dark mode support - No account or sign-up required - 100% local storage - your data stays on your device PLEASE NOTE: - Market data may be delayed and is provided by Twelve Data - This app is for informational purposes only - Not financial advice - please consult a professional for investment decisions Download Portfolio Snapshot today and take control of tracking your investments - simply and privately.

What’s new

Version 1.1 · Updated January 7, 2026

- Now compatible with iOS 16 and later - Bug fixes and improvements

App privacy

The developer, THOMAS ROBERT STEVENSON, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Portfolio Snapshot

Looking for apps like Portfolio Snapshot? Here are 6 similar apps on the App Store. The highest rated is Ledger - The Portfolio Tracker (1.0/5), and all 6 are free to download.

Portfolio Snapshot vs. alternatives
App Rating Price Last updated
Portfolio Snapshot 5.0 / 5 (2 ratings) Free January 7, 2026
Permanent Portfolio Tracker – Free Jan 12, 2026
Just Portfolio – Free Jan 5, 2026
Purbi Upatyaka Smart App – Free Dec 23, 2025
Ledger - The Portfolio Tracker 1.0 / 5 (1) Free Nov 11, 2025
Lleno App – Free Jun 12, 2026
sharppocket-merchant – Free Nov 18, 2025