The Personal Portfolio

À propos

Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors. Track your stocks, dividends, and overall net worth with real-time market data, advanced technical indicators, and automated valuation models. KEY FEATURES: PORTFOLIO & ASSET TRACKING - Real-time stock prices and intraday fluctuations. - Multi-currency support with automatic USD/EUR conversion. - Track total invested capital, cumulative profit/loss, and unrealized gains. - Complete breakdown of your asset allocation. DIVIDEND ESTIMATION & YIELD - Automatic annual dividend calculations. - Projected dividend cash flow for every position in your portfolio. - Track your overall dividend yield against current market prices. TECHNICAL & FUNDAMENTAL ANALYSIS - 24-Hour intraday and 1-Year historical interactive charts. - Moving averages: SMA 50 and SMA 200 trend signals. - 52-Week High and Low price markers with distance indicators. - Automated trend channels, support, and resistance analysis. - Multi-factor quantitative scoring: evaluates P/E, ROE, P/B, balance sheet debt, dividend yield, and trend momentum to provide comparative Buy, Hold, or Sell assessments. PORTFOLIO PRESETS & IMPORT - Easily create, switch between, and manage multiple portfolios (e.g. Dividend Growth, Tech, Long Term). - Export and import your portfolios via JSON or cloud storage. - Built-in web integration to import holdings directly from your financial accounts. APPLE WATCH & HOME SCREEN WIDGETS - Native Apple Watch app with daily variation, total performance, and complications. - iOS Home Screen widgets displaying your top gainers, losers, and daily balance at a glance. PRIVACY FIRST - Your financial data stays on your device and private iCloud storage. No registration, no tracking, and no external servers storing your personal portfolio details.