Finance Bay: Portfolio Tracker 4+

Your Tracking Dashboard

Arkadiusz Szczepkowicz

    • 3.1 • 27 Ratings
    • Free
    • Offers In-App Purchases

Description

Welcome to FinanceBay – your comprehensive investment tracking solution, designed to help you analyze, optimize, and benchmark your financial portfolios with ease.

Track, analyze, and benchmark your investments.

HISTORICAL WALLET STATISTICS
Track all your investments across multiple brokerage accounts. Add assets to different wallets and access detailed statistics on historical prices, dividend history, upcoming events, asset allocation, related news, and more. Customize transaction categories to suit your needs.

UNLIMITED PORTFOLIOS
Combine wallets in any way to suit your investment strategy. Get detailed historical statistics for each portfolio. Manage third-party portfolios and easily share performance metrics, value changes, and dividends. No more spreadsheets—get all investments in one place with continuous, relevant statistics.

HISTORICAL ASSETS DATA
Create watchlists to track favorite stocks and access historical charts for performance analysis. Stay updated with upcoming events and latest news. Supports over 70,000 stocks across multiple exchanges, including the whole U.S. market, XETRA, EURONEX, TSX, SEDAR, SEHK and more.

MULTI-DEVICE SUPPORT
Synchronize your portfolio across all Apple devices using your iCloud account for always accessible and up-to-date data.

PRIVACY AND SECURITY
Your privacy is our priority. We do not share or sell your data. Use our tracker with confidence, knowing your information remains private.

Privacy Policy: https://www.financebay.co/privacy-policy
Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

What’s New

Version 3.1.3

I’ve been hard at work making substantial improvements to your app experience. Here’s what’s new and improved:

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1. Enhanced Transaction Features
- Add Notes to Transactions: You can now add personal notes to individual transactions.
- Cash Transfers & Deposits: You can now transfer cash between accounts and keep track of deposits and withdrawals more clearly.
- Custom Exchange Rates: Easily override currency conversions with your own exchange rate whenever needed.
- New ‘Add Transaction’ Options: It’s easier than ever to add new transactions, even directly from the symbols view.

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2. Renaming & Simplified Management
- Portfolio → Account Group: I’ve updated terminology to make it clearer how your holdings are organized.
- Wallet → Account: The word “wallet” has been changed to “account” throughout the app, making it simpler to manage and understand your finances.
- Auto-Refresh for Account Groups: Your Account Group now updates automatically every minute so you always see the latest data without manual refreshes.
- Introduced new visuals for dividend history, realized profits, and commissions, making financial insights clearer.
- Renamed "Key Stats" to better reflect account-related insights.

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3. Improved CSV Importing
- Retry Button: If importing fails, you can now easily retry without starting over.
- Better Handling of Ticker Symbols: Incorrect or unknown ticker symbols imported from CSV are now managed more gracefully.

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4. Stock Splits & Dividend Tracking
- Upcoming Splits & Joins: Quickly see if any of your stocks are about to split or merge.

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5. UI & UX Improvements
- New Sheets & Views: Updated sheets make it simpler to add, edit, or categorize transactions.
- Cleaner Notes & Labels: Transaction notes now appear with an improved style for better readability.

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6. Bug Fixes
- We’ve resolved various issues (including subscription flow, currency code collisions, and date handling) to make your experience smoother.
- Account Group name updates correctly in the sidebar.
- Automatically remove stale cache from device when updating the app.
- Resolved a decoding issue for missing fields in Income Statements and Balance Sheets, improving data accuracy.
- Optimized news retrieval for large watchlists, improving performance and reliability.
- Fixed "One-Time Offer" visibility issue, ensuring proper display when available.
- Fixed Volatility statistics not updating when the timeframe was changed.
- Fixed handling of GBp currency when calculating the account history.
- Fixed update of Dividend History chart.
- Replaced GBX with GBp.
- Fixed Dividend Chart not showing proper currency when viewing asset denominated in GBp.

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I hope these improvements make it easier for you to manage and track your investments. If you have any feedback or run into any problems, please reach out to me using support link.

Thank you for your continued support and happy investing!

Ratings and Reviews

3.1 out of 5
27 Ratings

27 Ratings

rosscoer ,

Very useful

Quick, clean interface. Was able to setup my assets for watching… nicely done.

Developer Response ,

Thank you so much for your review!
I’m glad the interface feels quick and clean, and that setting up your assets went smoothly.
Happy Investing!

MarkTiwan ,

Great app but without Chinese…

I enjoy this app and purchased it lifetime, it's really useful, but still do not support Chinese, add Chinese language please

Developer Response ,

Thank you for your review and lifetime purchase!
I'm thrilled to hear you're enjoying Finance Bay. Chinese language support is on our roadmap - stay tuned for updates.
Happy investing!

Subscriptions

Pro - Yearly
Pro - Yearly
Effortless analyzing for unlimited accounts.
Free Trial

App Privacy

The developer, Arkadiusz Szczepkowicz, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Purchases
  • Financial Info
  • Location
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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