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Any recommended app for portfolio management?

Posted: Mon Jan 14, 2019 6:31 am
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!

Re: Any recommended app for portfolio management?

Posted: Mon Jan 14, 2019 7:42 am
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/

Re: Any recommended app for portfolio management?

Posted: Tue Jan 15, 2019 2:39 am
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.

Re: Any recommended app for portfolio management?

Posted: Fri Jan 18, 2019 5:36 am
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.