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Portle - Investment Ledger

Returns, allocation, drawdown
Willow Investments Inc. · Finance
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App info

Developer
Willow Investments Inc.
Category
Finance
Released
Sep 9, 2026
Version
1.0.8 (Oct 5, 2026)
Price
Free
Size
30.5 MB
Requires
iOS 15.1
Age rating
4+
Languages
English

In-app purchases

Portle Pro (Yearly)$39.99
Portle Pro$3.99
Current prices, App Store US.
🔒 Price history3 snapshots: when prices changed and new plans appearedGet Pro access

About Portle - Investment Ledger

Portle is a portfolio calculator for individual investors. Bring in the investment records scattered across broker apps and statement files, and Portle calculates returns, allocation, worst drawdown, and change over time so you can see what your portfolio is doing. Start on your device or connect Google to keep the ledger in a Google Sheet you own. Record buys, sells, dividends, fees, deposits, withdrawals, and adjustments. Portle calculates holdings, gains, income, cash, and performance from those transactions. WHAT YOU CAN DO - Review portfolio returns, allocation by symbol, sector, and currency, realized and unrealized gains, dividends, and cash - See 1-month, 3-month, year-to-date, and 1-year returns, plus the worst drawdown from a peak - See how much of your unrealized gain or loss comes from currency moves - Write portfolio rules in plain language and check them against your…
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