Portfolio mobile - Stock Tracking & Market Analysis at Mac App Store analyse

App power index: 100 (based on ranks around App Stores today)
Business Finance Business Finance
Developer: Bare Reef LLC
Price: 0 free
Current version: 1.8.19, last update: 8 years ago
First release : 21 May 2011
App size: 4.34 Mb
4.0 ( 4830 ratings )
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Estimation application downloads and cost

> 2.2k
Monthly downloads
~ $ 900
Estimation App Cost


NOTE: Portfolio mobile for Mac is no longer supported.

IMPORTANT NOTE: This version is not Mac 10.10 Yosemite compatible. Please visit our website to download our last preview version.

Portfolio mobile 2 for Mac preview is a free download at portfolio mobile.com. Yes, its Mac Yosemite compatible.

Portfolio mobile brings you the most comprehensive set of tools for managing your portfolios on iPad, iPhone and Mac!

• Reporting - Capital gains, P&L and transactions.

• Categories - organize stocks from any portfolios into customizable groups and view aggregate performance.


Portfolio mobile for Mac has all the features youre looking for. Portfolio tracking, technical analysis, foreign trading, price alerts and more.

• serious technical charting with line drawing capabilities (not just Yahoo charts)

• view portfolio value and performance history graphed against major market indices

• quotes, charts and news from Euronext, Google, MSN and Yahoo

• view portfolio distribution charted by sector

• automatic syncing with your broker (OFX required)

• integration with our web portal, iPad and iPhone versions (and Stox)

• PUSH-based price alerts

• import and export your positions for use in other programs

• online backup and web-based entry

• advanced features for tracking atypical instruments like insurance policies, real estate and more

• settings and options for everything from interface color schemes to how often quotes are updated

• and the BEST and MOST RESPONSIVE support


Visit portfoliomobile.com for more information on our incredible portfolio tracking apps. If weve missed something, dont hesitate to contact us and well do our best to get it included right away.

Follow us on Twitter @barereef for product announcements and release dates.
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Available in countries
Country Price
USA free
Available for devices
MacDesktop,
Frustrating and buggy

Bought this hoping to track multiple portfolios. The program forces you to set up an account with the developer regardless of whether you want to sync to another device or not, which doesnt exactly thrill me. I created multiple portfolios, used the program for a day, restarted the program the next day and two of my portfolios had disappeared. That was a lot of work that Portfolio Mobile just wiped out. The program does an odd job sorting -- ETFs and stocks are sorted differently for example -- and the display font is ridiculously small. This might improve with age, but right now I would pass it up. Very expensive for this level of frustration and shoddiness. Usually I wait to see what other reviewers say before jumping in. This was another $20 lesson in sticking to my principles. Pass this one up for now.

MIsleading app.

Warning This app requires you to register with a third party site in order to follow personal investments. No where in the general Description is this mentioned, it is hidden in the drop down and I quote "OFX required." First what is OFX? The failure to explain this leaves this app open to the alligations an app builder does not want. If you do not create and account the only feature of this app that the user can fully use is the ablity to watch a stock. A feature that all mac users already have. Dont waste the time or money, Stay Away.

I love this app

I have using this app for months and I do like it. Once time I had some questions regarding the function and sent an email to the developer. The respond was very quick and well. Great job.

Good Start

This application offers a great foundation for portfolio management. It displays detailed information about security performance, portfolio performance, and sychronizes directly with your financial institution via OFX. I have yet to find another app with all these features or with the great detail displayed using this app. Sorry, Officer Happy, but you are a moron as you couldnt have spent more than 60 seconds testing the application before shredding it. Everything you have stated is wrong or based in ignorance that could have been resolved with a simple Google search. In fact, OFX is one of the great strengths of this application. It is too bad that others failed to do their research and found your invalid review helpful. That said, there is a lot of room for improvement and it is still a bit buggy but you can easily contact the Dev and get things fixed. What the app does well: 1. Synchronize with your brokerages automatically via OFX 2. Display detailed information about each security and compare to an index 3. Show detailed portfolio performance and comare to an index 4. Collect portfolios and combine performance. This is great when you have a bunch of different brokerages/accounts. 5. Display alerts and news 6. Simple charting

Too many bugs

For such a pricey app, there are way too many bugs for this to be useful in the real world. The latest of a series of problems i am encoungtering is a bizarre pie chart consisting of jibberish, with strange numbers like 4295%. I have wasted way too much time trying to fix that on my end with no luck. I may re-install after a few updates which, I hope, address this and way too many other glitches for me to type here. Keep tryin, fellows.

Refuses to sync with Schwab Brokerage

I had it syncing ok at one point, it refuses to sync with schwab Wasted $25 , i like the interface and features, fix the sync issue and I will be happy.

Good but needs improved.

This ap is one of the best tools out there but still needs inprovement. Portfolio calculations needs to update faster.( Not quotes) iCloud integration is needed. Reports needs to be improved. Add a report showing the diversification e.g. Create graphs for reports. Charts needs to be improved, interactive, zoomable charts for stocks instead of pictures from websites… UPDATE: Bugs are not getting better, and actually getting worse. I decided to switch to another software.

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