Portfolio Snapshot
THOMAS ROBERT STEVENSON Finance iPhoneiPadiPod touch
Portfolio Snapshot is a free Finance app for iPhone and iPad by THOMAS ROBERT STEVENSON. Rated 5.0/5 from 2 ratings. Requires iOS 17.0.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 2 MB
- Age 4+
- Updated
- Jan 7
- 2026 · v1.1
Screenshots
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.
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Permanent Portfolio Tracker
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Just Portfolio
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Purbi Upatyaka Smart App
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Ledger - The Portfolio Tracker
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Lleno App
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| 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 |