Stockshelf - Portfolio Tracker

iPhone / Finance

Stockshelf is your comprehensive US stocks portfolio tracker, designed to give you a clear view of your investment performance – both current and historical. With powerful visualizations and categorization tools, you can monitor your returns across different portfolios.

US STOCKS PORTFOLIO TRACKING
- Track returns across multiple distinct portfolios
- Organize US market investments with custom stock categories
- Visualize performance with historical charts and data
- Monitor cost basis, total gains, and daily changes
- Track realized gains from sold positions with categorized views
- Get a clear picture of your asset allocation

SMART REBALANCING & TOOLS
- Calculate rebalancing needs to maintain your target allocation
- Set target weights for individual holdings
- Monitor dividends and track Dividend Reinvestment Plans (DRIPs)
- Visualize dividend income growth over time

AI-POWERED IMPORT
- Smart mass import of transactions using AI
- Seamlessly supports text pasted, screenshots, photos, PDFs, and other documents
- Automatically parses complex transaction data to save time

MARKET DATA & WATCHLIST
- Create watchlists for quick reference of US stocks
- Monitor delayed market data for trends and analysis
- Track price movements to inform your decisions

KEY FEATURES
- Beautiful, intuitive dark theme interface
- Secure cloud sync across all your devices
- Support for multiple portfolios and categorization
- Realized gains tracking with timeline and categorized views
- Detailed historical performance analytics
- Privacy-focused design

SECURITY & PRIVACY
- Secure authentication with Google Sign-In and Apple Sign-In
- Your data is encrypted and stored securely
- Privacy-focused design

SUBSCRIPTION OPTIONS
- Free: Basic portfolio tracking with limited features
- Basic: Ad-free experience, 2 portfolios, AI imports
- Premium: Unlimited portfolios, unlimited AI imports, all advanced features

Whether you are a long-term investor or just starting out, Stockshelf gives you the visualizations and data you need to understand your US stocks portfolio performance.

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

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

Quoi de neuf dans la dernière version ?

- Transactions: Added batch delete, with smoother post-delete refresh and clearer feedback.
- Portfolio Metrics: Added XIRR fallback for holdings under 1 year, improved money-weighted/1-year rule handling, and fixed DRIP contribution treatment.
- UI: Widened app bar dropdowns and only show the refresh strip when active.