FINARKY 4+

FINARKY is a portfolio tracker that shows your Personal Rate of Return*. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions.

Gain useful insights through the asset allocation chart or by exploring dividends, interest (staking rewards), sales, purchases, gains, and PRR by asset or year.

It includes a Future Calculator to quickly see future portfolio evolution, and plan for your goals, based on return rate, contributions and withdrawals.

Calculates net gains, after capital gains taxes, using configured tax brackets and holding periods. Shows how sales are distributed among tax lots using FIFO.

You can import stocks, crypto, ETFs, or mutual funds transactions directly from Binance, Coinbase, DEGIRO and Indexa Capital; for other sources, transactions can be mapped to FINARKY's CSV format, or added directly in the app. There's also an option to import partial portfolios of famous investors.

Designed with privacy in mind. No login. Your data never leaves your device.

End User License Agreement (EULA):
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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* Your Personal Rate of Return (PRR) is the Annual Percentage Yield (APY) of the fixed-rate account that, when subjected to the same contributions and withdrawals (sales, dividends) as your portfolio, it yields the same returns, i.e. it ends up with the same balance as your portfolio value.

The PRR is calculated using the Internal Rate of Return (IRR).