Product Information
What is Profit-portfolio-performance-tracker?
Portfolio Profit is a privacy-centric portfolio performance tracker designed for macOS and iOS, with on-device computation.
How to use Profit-portfolio-performance-tracker?
Profit is a privacy-focused portfolio performance tracking and trade logging app. It helps users manage and analyze all investment account performances in one app, replacing traditional spreadsheets.
Core Functions of Profit-portfolio-performance-tracker
Track all investment accounts and transaction records
Support for 28 currencies with automatic exchange rate updates
Track long and short positions
Provide historical portfolio snapshots (time machine)
Calculate various performance metrics (e.g., realized profit, total profit, dividends, TWR, MWR)
Support automatic import of trading data from brokers or CSV import
Usage Scenarios of Profit-portfolio-performance-tracker
- Integrate investment account data from different brokers.
- Replace traditional spreadsheets for investment management.
- Compare personal investment performance with market benchmarks.
- Automatically import broker transaction records.
- Review historical portfolio states retrospectively.
- Visualize daily, monthly, or annual investment performance.
Common Questions about Profit-portfolio-performance-tracker
What does Profit do?
How do I use Profit?
What are the core features of Profit?
What are the application scenarios of Profit?
