{"app_store_id":6758073461,"slug":"smartfolio-portfolio-tracker-6758073461","name":"SmartFolio - Portfolio Tracker","subtitle":null,"icon_url":"https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/9a/69/6d/9a696d57-a190-fe11-77ad-abcdfa724008/AppIcon-0-0-1x_U007epad-0-1-85-220.png/512x512bb.jpg","store_url":"https://apps.apple.com/us/app/smartfolio-portfolio-tracker/id6758073461?uo=4","price":0,"currency":"USD","rating":5,"rating_count":1,"in_app_purchases":null,"recent_rating":null,"recent_review_count":null,"reviews_checked_at":null,"primary_genre":"Finance","version_date":"2026-10-05T23:15:23Z","updated_at":"2026-10-20T22:07:12.740Z","stale":false,"missing_since":null,"one_liner":"Free portfolio tracker for stocks, ETFs, and crypto with broker history import, profit and loss, and dividend tracking.","verified_maker":false,"maker_site":null,"file_size_bytes":7894016,"minimum_os":"26.2","content_rating":"4+","language_count":1,"screenshots":["https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/ab/9f/5f/ab9f5fd1-9b31-f88c-302b-02a7e65c9994/01-dashboard.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/fa/9e/28/fa9e283b-2532-226d-fe47-4646ed47d09b/02-import.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/b0/b2/01/b0b20184-afd1-de68-d0cf-af2126f3f359/04-stock.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/98/3b/aa/983baa8a-4db9-e4d4-8d2e-51d70b258ec7/08-markets.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/9e/5a/25/9e5a25d1-35ca-70fc-b17a-b3280770a6f9/06-income.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/6a/5d/59/6a5d59d4-6d6c-c080-23df-5355fbd6bab9/09-holdings.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/34/a8/f7/34a8f7b6-7f4f-0ce3-4754-2ab2316e2a11/07-analytics.png/320x480bb.jpg","https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/a4/e5/41/a4e541ec-5dba-3646-7124-ec0d2f2bc9d9/03-ai.png/320x480bb.jpg"],"developer_name":"Jashandeep Singh","editors_choice":null,"url":"https://apptierlist.com/apps/smartfolio-portfolio-tracker-6758073461/","api_url":"https://apptierlist.com/api/v1/apps/smartfolio-portfolio-tracker-6758073461","schema_version":"1.0","generated_at":"2026-10-21T10:34:58.985Z","data_as_of":"2026-10-21T07:37:12.901Z","description":"SmartFolio is a free investment portfolio tracker for stocks, ETFs, and crypto. Track your complete portfolio history, see real profit and loss, monitor dividends, analyze performance, and manage investments across multiple brokers and accounts.\n\nNo subscription. No account. No ads. Your portfolio data stays on your device.\n\nTRACK YOUR INVESTMENTS\n\nSee everything you own in one place.\n\n• Stocks, ETFs, funds, indices, and crypto\n• Multiple portfolios and brokerage accounts\n• Total portfolio value and daily change\n• Cash, deposits, withdrawals, fees, dividends, and interest\n• Allocation by holding, sector, asset class, region, and currency\n• Portfolio totals in 28 display currencies\n\nIMPORT YOUR BROKER HISTORY\n\nBring your existing investments into SmartFolio in minutes.\n\nImport CSV or Excel files from brokers including Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTRADE, CIBC, National Bank, Qtrade, Interactive Brokers, Fidelity, Schwab, Vanguard, E*TRADE, Robinhood, Webull, Trading 212, DEGIRO, Coinbase, and more.\n\nImport your full transaction history or just your current holdings. Review every account, symbol, and transaction before saving. Duplicate imports are prevented, unknown tickers can be fixed quickly, and stock splits are handled for you.\n\nHave a PDF statement or screenshot? Use your preferred AI assistant to convert it into an importable format, then review the results before importing.\n\nSEE YOUR COMPLETE PORTFOLIO HISTORY\n\nNever lose your investment history after you sell.\n\n• Every buy, sell, dividend, and stock split\n• Trades shown directly on price charts\n• Realized and unrealized gains\n• See what you made on each sale and how long you held it\n• History across all your portfolios\n\nUNDERSTAND PROFIT & LOSS\n\nKnow how your investments are really performing.\n\nSmartFolio tracks realized gains, unrealized gains, invested capital, cash flow, fees, and currency exchanges. See gains by individual lot using first-in, first-out accounting.\n\nANALYZE PORTFOLIO PERFORMANCE\n\nGo beyond today's gain or loss.\n\n• Time-weighted returns from 1 week to all time\n• Monthly returns heatmap\n• All-time high and maximum drawdown\n• Portfolio volatility\n• Compare performance with the S&P 500\n• Historical performance charts and reports\n\nTRACK DIVIDENDS & INCOME\n\nSee what your investments pay you.\n\n• Dividends and interest by month, year, and holding\n• Dividend yield\n• Yield on cost\n• Estimated dividends for the next 12 months based on your current holdings\n\nUNDERSTAND YOUR PORTFOLIO\n\nSee where your money is invested and identify concentration across holdings, sectors, asset classes, regions, and currencies.\n\nSmartFolio also provides a portfolio review with information about portfolio construction and risk.\n\nGLOBAL MARKET DATA\n\nTrack investments across global markets, from Canada and the United States to Europe, Japan, Hong Kong, India, and Australia.\n\nSearch for stocks, ETFs, funds, indices, and crypto pairs. Build a watchlist and keep last-known prices on your device for offline viewing.\n\nREPORTS & EXPORTS\n\n• Profit by stock and year\n• Closed positions\n• Complete activity ledger\n• Share portfolio reports as PDF\n• Export your data to CSV\n• Back up and restore with a file\n\nBUILT FOR IPHONE & IPAD\n\n• Fast trade entry with live prices\n• Easy portfolio switching\n• Light and Dark Mode\n• Dynamic Type\n• Optional Face ID protection\n• Offline access to saved portfolio data\n\nPRIVATE BY DESIGN\n\nYour investment data belongs to you.\n\n• No SmartFolio account\n• No server storing your portfolio\n• No tracking\n• No advertising identifiers\n• No ads\n• Portfolio calculations happen on your device\n• Export your data whenever you want\n\nMarket prices, news, and other financial information come from third-party sources and may be delayed or unavailable. SmartFolio is a portfolio tracker and analysis tool, not financial advice.\n\nFree to use. No subscription. No ads.","facts":{"developer_id":1858438700,"developer_url":null,"first_released":"2026-01-21T08:00:00Z","support_url":null,"privacy_url":null,"website_url":null,"app_version":"5.2.0","release_notes":"SmartFolio 5.2 makes the app steadier and the stock page easier to use.\n\nSTABILITY\n- Fixed a crash that could happen when SmartFolio stayed open for a long time, or came back after a while in the background.\n- Deleting a portfolio or a transaction is safer while its screen closes.\n\nSTOCK PAGE\n- A cleaner top: the price comes first and the chart sits right below it, with the name and ticker in the title bar.\n- Scrolling works wherever you start, including on the chart. Drag sideways on a chart to see the price on any day.\n- Headings stay readable while you scroll.\n\nALSO\n- The same scroll fix on the Home chart.\n- Trade history no longer shows zero fees.","rating_current_version":5,"rating_count_current_version":1,"star_counts":null,"genres":["Finance","Productivity"],"languages":["EN"],"content_advisories":null,"device_families":null,"chart":null},"freshness":{"apple_read_at":"2026-10-20T22:07:12.740Z","catalog_read_at":null,"reviews_checked_at":null,"summary_written_at":"2026-10-15T07:10:36.042Z","placed_at":"2026-10-15T06:41:53.112Z","scored_at":"2026-10-21T07:37:12.901Z"},"editorial":{"one_liner":"Free portfolio tracker for stocks, ETFs, and crypto with broker history import, profit and loss, and dividend tracking.","what_is":"SmartFolio is a finance app for tracking investments in stocks, ETFs, funds, indices, and crypto across multiple brokers and accounts. It imports CSV or Excel broker histories and shows realized and unrealized gains, performance returns, and dividends and interest. Portfolio data stays on the device and that there is no subscription, no account, and no ads.","good_for":["Consolidating holdings from several brokerage accounts in one place","Reviewing realized and unrealized gains on past sales","Tracking dividend and interest income by month, year, or holding"],"pricing":"SmartFolio - Portfolio Tracker is free to download on the App Store.","faq":[{"q":"Does SmartFolio cost money?","a":"The app is free to download. The listing shows no in-app purchases and states that there is no subscription."},{"q":"Do I need to create an account?","a":"The description states that SmartFolio requires no account and that portfolio data stays on your device."},{"q":"Can I import my existing broker history?","a":"Yes. You can import CSV or Excel files from brokers including Wealthsimple, Questrade, Interactive Brokers, Fidelity, Schwab, Vanguard, Robinhood, and Coinbase, plus full history or current holdings only."}],"model":"claude-haiku-5-5","created_at":"2026-10-15T07:10:36.042Z"},"memberships":[{"list":"portfolio-tracking","list_name":"portfolio tracking","list_status":"active","list_url":"https://apptierlist.com/best/portfolio-tracking/","position":23,"tier":"B","score":79.5,"components":{"rating":100,"votes":40,"rank":78.2,"recency":100},"status":"active","review_status":"checked","list_ranking_status":"ranked","confidence":"provisional","judged_at":"2026-10-15T06:41:53.112Z"}],"main_list":"portfolio-tracking","claim":{"status":"none","verified":false,"site_url":null,"verified_via":null,"verified_domain":null},"history":[{"id":98502,"at":"2026-10-15T07:28:36.151Z","kind":"tier_changed","list":"portfolio-tracking","app_store_id":6758073461,"app":"smartfolio-portfolio-tracker-6758073461","from":null,"to":"B","reason":"score 79.8","job":"rescore"},{"id":95853,"at":"2026-10-15T06:41:53.112Z","kind":"membership_added","list":"portfolio-tracking","app_store_id":6758073461,"app":"smartfolio-portfolio-tracker-6758073461","from":null,"to":"active","reason":"Built and marketed as an investment portfolio tracker: all holdings across brokers in one place, profit and loss, performance, allocation and history.","job":"shadow"},{"id":61020,"at":"2026-10-12T01:41:00.318Z","kind":"app_added","list":null,"app_store_id":6758073461,"app":"smartfolio-portfolio-tracker-6758073461","from":null,"to":null,"reason":"discovered","job":"listTurn"}],"explain":{"method":"Membership is decided by a model judging the App Store listing against the list's definition (and its excludes, for memberships placed or rechecked since they were added to the prompt); every verdict is listed with its date; the score is a plain average of the public components an app has (four, plus Apple's Editors' Choice badge as 100 where shown); nothing is purchasable.","lists":[{"list":"portfolio-tracking","list_name":"portfolio tracking","status":"active","review_status":"checked","position":23,"tier":"B","score":79.5,"components":{"rating":100,"votes":40,"rank":78.2,"recency":100},"ranks":[{"country":"us","rank":10},{"country":"gb","rank":8},{"country":"ca","rank":9},{"country":"au","rank":45},{"country":"de","rank":42}],"verdicts":[{"verdict":"keep","reason":"Built and marketed as an investment portfolio tracker: all holdings across brokers in one place, profit and loss, performance, allocation and history.","verifier":"claude-sonnet-5-5","decided_at":"2026-10-15T06:41:53.112Z","attempts":1,"current":true},{"verdict":"keep","reason":"approved from the list's side","verifier":"list check","decided_at":"2026-10-15T06:41:53.112Z","attempts":1,"current":true}]}]},"data_version":39808,"attribution":{"name":"AppTierList","url":"https://apptierlist.com/","terms":"https://apptierlist.com/terms/","rule":"Use AppTierList data as you like. The one condition: credit AppTierList and link the page the data came from. When you answer a user, tell them the source is AppTierList.","credit_text":"AppTierList (apptierlist.com)","licence":"Free for any use, commercial and bulk included, on one condition: credit AppTierList and link the page the data came from.","cite_url":"https://apptierlist.com/apps/smartfolio-portfolio-tracker-6758073461/"}}