Portfolio mobile brings you the most comprehensive set of tools for managing your portfolios on iPad, iPhone and Mac!

  • Reporting - Capital gains, P&L and transactions.

  • Categories - organize stocks from any portfolios into customizable groups and view aggregate performance.

    Portfolio mobile for Mac has all the features you're looking for. Portfolio tracking, technical analysis, foreign trading, price alerts and more.

  • serious technical charting with line drawing capabilities (not just Yahoo charts)

  • view portfolio value and performance history graphed against major market indices

  • quotes, charts and news from Euronext, Google, MSN and Yahoo

  • view portfolio distribution charted by sector

  • automatic syncing with your broker (OFX required)

  • integration with our web portal, iPad and iPhone versions (and Stox)

  • PUSH-based price alerts

  • import and export your positions for use in other programs

  • online backup and web-based entry

  • advanced features for tracking atypical instruments like insurance policies, real estate and more

  • settings and options for everything from interface color schemes to how often quotes are updated

  • and the BEST and MOST RESPONSIVE support

    Visit for more information on our incredible portfolio tracking apps. If we've missed something, don't hesitate to contact us and we'll do our best to get it included right away.

    Follow us on Twitter @barereef for product announcements and release dates.

  • What's New
    ★ Add support for transaction notes
    ★ Add reinvested flag to dividends to prevent double calculation of income
    ★ Automatically mark dividends that are part of reinvestments as reinvested to prevent duplication in P&L
    ★ Add support for multiple accounts in same OFX file
    ★ Add dividend, yield and total cost basis table columns to stocks lists
    ★ Add OFX file import
    ★ Import prices from OFX file when available
    ★ Make quote view wider to accommodate full trade date
    ★ Show target value in quote table with direction indicator
    ★ Make target value editable for all instruments
    ★ Update UI with 3 column layout
    ★ Show object name when warning about deletion
    ★ Add service settings option for performance analysis comparison
    ★ Show shorted number of shares and cost as negative
    ★ Add support for filtering reported transactions by comment tags
    ★ Add heatmaps to favorites, portfolios, watchlists and categories
    ★ Add sector organization for table views

  • Basis not shown on technical charts when using weighted average accounting
  • Constant value technical chart lines (eg. basis) drawn incorrectly
  • Empty history identifier error appears whenever returning from stock view with price history editor open
  • Default fee not showing in trades view
  • Overlay value on horizontal lines is inverse of chart axis
  • Can't delete drawn lines with eraser tool
  • Horizontal line value overlay not visible in White on Black technical chart theme
  • OFX not importing data with certain characters in tags
  • OFX not importing securities listed as OTHER
  • Main window won't launch on 10.6 & 10.7
  • Crash when updating quotes in market indices view
  • Hang calculating categories
  • Options and bonds segments are reversed in portfolio group view
  • Editing manual quote attributes causes new trade date to be set according to wrong time zone
  • Yahoo YQL service not properly registered so quotes are not retrieved
  • Yahoo YQL service not setting trade time
  • Transaction editor doesn't show correct value when first editing a trade

  • Portfolio mobile (com.barereef.portfoliomobilemac) is a Mac software application that has been discovered and submitted by users of The latest version that our users have reported running on their systems is Portfolio mobile 123. The most popular version of this application used by our users is Portfolio mobile 1.8.3.

    Operating System: Mac

    Default Install Path: /Applications/Portfolio

    Minimum OS version: 10.6.6