Any recommended app for portfolio management?

Post Reply
AndyN
Newbie
Posts: 5
Joined: Thu May 24, 2018 3:17 am

Any recommended app for portfolio management?

Post by AndyN »

Hi all!
I would like to know if anyone has any recommendation for portfolio management app on iOS?
I tried to search on appstore and I could only find one called MyTrade. I can connect it to my Rakuten Sec account but it can only shows the Japanese stocks.
Does anyone know any other app that can show foreign stocks or etf as well?
How do you manage your portfolio?
Thank you!
User avatar
RetireJapan
Site Admin
Posts: 4732
Joined: Wed Aug 02, 2017 6:57 am
Location: Sendai
Contact:

Re: Any recommended app for portfolio management?

Post by RetireJapan »

I use a really basic spreadsheet to keep track of my portfolio -update by hand every month :)

Use Moneytree to manage my bank accounts and credit cards though: https://www.retirejapan.com/blog/money-tree/
English teacher and writer. RetireJapan founder. Avid reader.

eMaxis Slim Shady 8-)
AinT
Regular
Posts: 40
Joined: Wed Jun 06, 2018 4:55 am

Re: Any recommended app for portfolio management?

Post by AinT »

I second Moneytree for budgeting.
For portfolio tracking on iOS I use Portfolio Trader https://itunes.apple.com/us/app/portfol ... 30942?mt=8 which works well for my use case.
mikeinjap
Newbie
Posts: 16
Joined: Fri Dec 21, 2018 4:43 am

Re: Any recommended app for portfolio management?

Post by mikeinjap »

I use ShareSight which is free for one portfolio, https://itunes.apple.com/app/sharesight ... 41214?mt=8. It also has a tax reporting feature. You can set your country, ie Japan or Australia and it automatically adjusts the fiscal year as well.
Mikeinajap
Post Reply