by skwee357 on 2/19/2025, 5:02:03 PM
Check out “portfolio performance” [0]
It’s a desktop and mobile app that can sync via shared drive like iCloud. AFAIK it encrypts the data by password. Supports for tracking stocks, auto update prices from different providers, multi currency, fees, dividends, etc.
by philomath_mn on 2/21/2025, 8:51:34 PM
Are your positions really that sensitive? A lot of hedge funds don't even care enough to have client-side decryption.
While I have saw that there are many portfolio tracker apps, I haven't been able to find anything that meets my requirements, then, I ended up with spreadsheets (which are helpful but they have its own drawbacks).
Have you seen anything covering most of these scenarios?
1. Support the traditional stock market as well as cryptocurrencies.
2. There is no need to link any stock services or crypto wallets, data can be entered manually or imported from CSV files.
3. Support for multiple currencies (USD, EUR, etc).
4. Support for including fees as well as dividends.
5. Data can be exported.
6. Data is stored in a server but it is encrypted at the client, this means that the server can't read it.
Thanks.