Portfolio Manager by Smart Code (for iPad)

July 18, 2015


A basic portfolio tracker with added visualization tools.

As an investor, keeping track of the holdings and performance of your portfolio(s) is one of your most important tasks. However, picking the right software, website or app for this job can be onerous. Needs vary by investor, so while a mobile app with limited functionality may be appropriate for a mobile warrior on the go who just wants to glance at their portfolio value, it may not suffice for an investor who wants to be able to easily connect their investment information with a power database such as Quicken, for example.

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