CostBasis

CostBasis is a focused stock portfolio and cost basis tracker for personal investors. Keep clear records of your trades, holdings, performance and allocation without connecting a brokerage account. TRACK AND CALCULATE • Manage stocks, brokers and multiple investment accounts • Record buys, sells, fees and taxes • Track deposits, withdrawals, dividends, fees and tax cash flows • Calculate quantity, total cost, average cost and current market value • See realised gains, unrealised P&L, returns and annualised returns • Summarise your portfolio by stock, account or broker ANALYSE ACROSS CURRENCIES • Review allocation by asset type, country, sector, industry or tag • Track positions in multiple currencies with a chosen home currency • Refresh stock quotes through Yahoo Finance BACKUP, EXPORT AND PRIVACY • Automatic iCloud Drive backups with manual restore • Google Drive data sync • Excel export and portable JSON backups • Hide financial amounts and protect the app with a passcode or Face ID • Available in English, Simplified Chinese, Traditional Chinese, Japanese, Korean, Spanish and Portuguese CostBasis is intended for personal tracking and record keeping. It does not provide investment, tax or financial advice. Market data and calculations may be delayed or inaccurate; verify information before making decisions. Privacy Policy: https://jock.kiwi/costbasis-privacy-policy.html Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/