PortfolIQ: Portfolio Tracker

Know what your portfolio really earned. Your investments tell a bigger story than today’s balance. PortfolIQ brings your portfolios and transactions together in one clear view, so you can see what you own, what you’ve invested, and how your holdings have performed. See the full picture - Understand gains from investments you’ve sold and changes in the ones you still hold. - Follow performance across multiple portfolios and currencies, and compare it with benchmarks. - See your holdings, transaction history, and market values in one place. - Bring in your history from supported broker files, or add transactions yourself. - Explore your trading activity with a calendar and performance insights. - Save strategies and trade notes to reflect on how your investments have performed. - Keep an eye on market indicators and portfolio insights. - Check in with Home Screen widgets and CarPlay. -…