IngeniPortfolio (formerly Trading Tracker) is a portfolio tracking app for recording, organizing, and reviewing your stock investment activity across accounts and currencies.

Record buy, sell, dividend, and stock split transactions. Review your current holdings, previously held stocks, realized and unrealized gains, dividend income, and portfolio allocation in one place.

Key features

• Transaction tracking
Record buy, sell, dividend, and stock split transactions with the relevant stock, account, currency, date, quantity, and price information.

• Holdings overview
Review current holdings and previously held stocks. Explore portfolio value, shares, dividends, gains, and recent activity for each stock.

• Gains tracking
Review realized and unrealized gains across your portfolio, currencies, and accounts.

• Dividend tracking
Track dividend payments and review dividend activity by stock, month, currency, and account.

• Portfolio insights
Use summaries and charts to understand investment activity, dividends, stock allocation, account allocation, currency allocation, and portfolio performance.

• Account organization
Group investments by account type and filter your portfolio to focus on the accounts you want to review.

• Multi-currency support
Record transactions in their trade currency and select a preferred currency for portfolio summaries.

• Google Sheets sync
Connect your own Google Sheet to back up and manage your portfolio records. Review your data outside the app and access synchronized records from other supported devices.

• Market value support
When Google Sheets sync is connected and supported market data is available, use updated market prices to review current portfolio values.

• Local-only mode
Use IngeniPortfolio without Google Sheets sync and keep your portfolio data locally on your Android device.

IngeniPortfolio is designed for investors who want a practical way to organize trades, monitor holdings, review dividends, and understand portfolio activity without manually maintaining a complex spreadsheet.

IngeniPortfolio is a portfolio record-keeping and analysis tool. It does not provide investment advice, brokerage services, or trade execution. Market information may be delayed, incomplete, or unavailable.

keywords
Track stock trades, holdings, dividends, gains, accounts, finance, wealth, portfolio and currencies.

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