Stockshelf - Portfolio Tracker

iPhone / Finance

Stockshelf is your all-in-one US stocks portfolio tracker. Quickly understand your investment performance—past and present—with powerful visualizations and seamless tracking.

Key Features

Comprehensive Tracking: Monitor total gains, daily changes, realized returns, and dividend income (including DRIPs) across multiple custom portfolios.

AI Smart Import: Skip the manual data entry. Save time by instantly importing your transactions from screenshots, photos, PDFs, or pasted text.

Smart Rebalancing: Set target weights for your assets and automatically calculate exactly what you need to buy or sell to maintain your investment strategy.

Market Watchlists: Build custom watchlists to track US stock price movements and market trends so you are always ready for your next trade.

Secure Cloud Sync: Access your encrypted data seamlessly across all your devices. Enjoy a privacy-focused, intuitive dark theme with secure Google or Apple sign-in.

Flexible Subscriptions
Start tracking for free with core features, or upgrade to our Basic and Premium tiers to unlock an ad-free experience, unlimited portfolios, and unlimited AI-powered imports.

Download Stockshelf today to track, analyze, and optimize your US stock investments!

Privacy Policy: https://mystockshelf.com/privacy-policy
Terms of Use: https://mystockshelf.com/terms-of-service

Quoi de neuf dans la dernière version ?

- Added flexible cash tracking for deposits, withdrawals, and portfolio allocation.
- Enhanced portfolio metrics with Simple Return, Time-Weighted Return, and XIRR for cash tracking mode.
- Improved cash setup, trade reconciliation, charts, and portfolio summaries.