Stock Inventory

Track all your stock investments across multiple brokerages in one beautiful, secure app—without sharing your portfolio information or account credentials with anyone.

Stock Inventory gives you complete control over your stock portfolio data while delivering real-time insights into your performance, dividends, and allocation.


KEY FEATURES

Real-Time Stock Portfolio Tracking
• Monitor total value, cost basis, and gains across all your stock brokerage and retirement accounts using any ticker symbol
• Track current stock price and performance with interactive scrubbable charts (5D, 3M, YTD, 1Y, 5Y)—see highest price and price changes at a glance
• Identify tickers instantly with logos for thousands of companies, ETFs, and mutual funds (Vanguard, Fidelity, iShares, Blackrock, Charles Schwab)
• Learn about your recent movers and top gainer stocks easily in an animated summary view
• Dig into your portfolio growth statistics, split out by account or individual stock ticker
• Learn from beautiful and insightful total portfolio visualizations with line, area, and pie charts

Dividend Income Tracking
• Automatic dividend estimates for all holdings
• See your total annual dividend income at a glance
• Monitor dividend yield across your portfolio

Privacy-First Design
• Military-grade AES encryption for all data
• Stored securely on your device—not in the cloud
• No account credentials required

Intuitive Interface
• Built for iOS with native SwiftUI
• Dark mode optimized
• Haptic feedback and smooth animations
• Drag to explore detailed chart data

Smart Organization
• Filter by account (Brokerage, IRA, etc.) or ticker
• Multiple sorting options: value, total gains, percent gains, price, quantity
• Quick access to top performers and recent movers

Data Portability (Pro)
• Export your data to JSON or CSV
• Import from spreadsheets
• Ad-free experience


WHO IT'S FOR

Perfect for dividend investors, buy-and-hold investors, and anyone managing stocks across multiple brokerages who values privacy and wants a consolidated view without linking bank accounts.


GET STARTED

Simply add your purchases manually—ticker, quantity, price, and date. Stock Inventory handles the rest, fetching current prices and calculating your performance automatically.

Upgrade to Pro for export features and an ad-free experience.