Private Portfolio Tracker

Track your entire net worth privately. No bank logins. No Plaid. No data harvesting. Private Portfolio Tracker keeps everything on your device by default.

THE PROBLEM

Every other portfolio tracker asks for your bank credentials. They route through third-party aggregators like Plaid and Yodlee, creating a chain of companies with access to your complete financial history. If there is a breach, your data is exposed. Even without a breach, many apps monetize your transaction data through analytics partnerships.

THE SOLUTION

Private Portfolio Tracker takes a fundamentally different approach. You enter your holdings manually or import CSV exports from your brokerage. No credentials leave your device. No third-party aggregator ever sees your data. Everything is stored locally by default, with optional iCloud sync when you want it.

KEY FEATURES

- Portfolio Dashboard — See your total portfolio value across all portfolios, accounts, and holdings at a glance with smart formatting for large values
- Interactive Portfolio Charts — Scrub through your portfolio history with responsive charts
- Asset Allocation Visualization — Interactive donut charts reveal portfolio concentration and balance across asset classes
- True Investment Returns (XIRR) — Annualized return calculations that separate real gains from deposits, giving you an accurate picture of investment performance
- CSV Import — Import from US and European brokerages with smart delimiter detection, US/European date and number formats, automatic column mapping, and Finder drag & drop on Mac
- Native Mac App — Keyboard shortcuts (Cmd+N, Cmd+Shift+E, Cmd+,), Finder drag & drop for CSV import, proper window resizing, and macOS Settings. Not "Designed for iPhone" — a real Mac app
- Home Screen & Lock Screen Widgets — Check your total portfolio value at a glance without opening the app
- EU & UK Account Types — Track ISA, SIPP, ISK, PEA, and other region-specific tax-advantaged accounts alongside US 401(k) and IRA
- Multi-Currency Portfolios — Set a base currency (USD, EUR, GBP, CHF, SEK, CAD, AUD, JPY, and more) and track holdings in any currency. Net worth, allocation, and XIRR all auto-convert to your base currency
- Bundled Exchange Rates — No internet required. Exchange rates ship with the app and work completely offline. Override any rate in Settings → Exchange Rates, or reset to defaults at any time
- Unrealized Gain/Loss Tracking — See exactly how each holding is performing with color-coded gain/loss indicators

HOW IT WORKS

1. Create a portfolio (e.g., "Retirement", "Taxable")
2. Add accounts within each portfolio (401k, IRA, ISA, SIPP, ISK, Brokerage)
3. Enter holdings manually, import via CSV, or drag & drop a CSV from Finder (Mac)
4. View your net worth, asset allocation, and investment returns

PRICING

Free:
- 1 portfolio, 3 accounts, 20 holdings
- 12 Snapshots
- 90 Day chart history
- CSV import/export

Pro ($24.99/year or $79.99 lifetime):
- Unlimited portfolios, accounts, and holdings
- Unlimited snapshots
- Unlimited chart history
- JSON Export
- Support independent development

PRIVACY BY DESIGN

- No account creation required
- No bank credentials collected
- No third-party analytics or tracking SDKs
- No data monetization
- All data stored on-device by default
- Optional iCloud sync uses Apple's end-to-end encrypted infrastructure

BUILT FOR SERIOUS INVESTORS

Private Portfolio Tracker is designed for Bogleheads, FIRE practitioners, and anyone who believes tracking your finances shouldn't require surrendering your financial privacy. If you use a spreadsheet today, this is your upgrade — on iPhone and Mac.

Download and take control of your financial privacy.

LEGAL

Privacy Policy: https://privateportfoliotracker.com/privacy.html
Terms of Use (EULA): https://privateportfoliotracker.com/terms.html