Stockshelf - Portfolio Tracker

iPhone / Finance

Stockshelf is your comprehensive portfolio tracker, designed to give you a clear sense of your investment performance—both now and historically. With powerful visualizations and categorization tools, you can easily monitor your returns across different portfolios.

**PORTFOLIO RETURN TRACKING**
• Track returns across multiple distinct portfolios
• Organize investments with custom stock categories
• Visualize performance with historical charts and data
• Monitor cost basis, total gains, and daily changes
• Get a clear picture of your asset allocation

**SMART REBALANCING & TOOLS**
• Calculate rebalancing needs to maintain your target allocation
• Set target weights for individual holdings
• Monitor dividends and track Dividend Reinvestment Plans (DRIPS)
• Visualize dividend income growth over time

**AI-POWERED IMPORT**
• Smart mass import of transactions using AI
• seamlessly supports screenshots, photos, PDFs, and other documents
• Automatically parses complex transaction data to save time

**MARKET DATA & WATCHLIST**
• Create watchlists for quick reference of stocks
• Monitor delayed market data for trends and analysis
• Track price movements to inform your decisions

**KEY FEATURES**
• Beautiful, intuitive dark theme interface
• Secure cloud sync across all your devices
• Support for multiple portfolios and categorization
• Detailed historical performance analytics
• Privacy-focused design

**SECURITY & PRIVACY**
• Secure authentication with Google Sign-In and Apple Sign-In
• Your data is encrypted and stored securely
• Privacy-focused design

**SUBSCRIPTION OPTIONS**
• Free: Basic portfolio tracking with limited features
• Basic: Ad-free experience, 2 portfolios, AI imports
• Premium: Unlimited portfolios, unlimited AI imports, all advanced features

Whether you are a long-term investor or just starting out, Stockshelf provides the visualizations and data you need to understand your portfolio's performance.

Download Stockshelf today to track, analyze, and optimize your investments!

Privacy Policy: https://mystockshelf.com/privacy-policy
Terms of Use (EULA): https://mystockshelf.com/terms-of-service

Quoi de neuf dans la dernière version ?

- Improved Loading Experience: Optimized the app startup sequence for a smoother and faster launch.
- Enhanced Smart Import: Added a new "Text Paste" option and significantly improved AI processing speed for portfolio imports.
- Portfolio Fixes: Resolved a UI bug that could cause a blank screen when managing portfolios with a large number of stocks.