My Stocks Portfolio & Market
Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.
My Stocks Portfolio & Market is a native iOS and Android portfolio tracker from Peeksoft, a small San Francisco company that has shipped it continuously since 2014. It is a manual, accounting-grade ledger: six cost-basis methods including specific-lot selection, corporate actions, DRIP handling, multi-currency cash with a per-transaction FX rate, and XIRR — wrapped in a phone-first interface with home-screen widgets and price alerts. It monetises through ads plus a $5.99/month (or $49.99/year) premium tier; the free tier is permanent and uncapped on holdings, portfolios and transactions, though the portfolio-history chart and benchmark comparison sit behind the paywall.
Features at a glance
| Feature | My Stocks Portfolio & Market |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import | Yes |
| Automatic bank/broker sync | Not supported |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Not supported |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Portfolio health score | Not supported |
| Rebalancing & drift | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags | Yes |
| Return method (TWR/MWR) | Yes |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios | Not supported |
| AI portfolio review | Not supported |
Best for
Mobile-first, self-directed investors who want a rigorous transaction ledger in their pocket, manage tax lots deliberately, and refuse to link a brokerage — the app has no linking to decline and runs local-first by default.
Strengths
- Native on both iOS and Android with real home-screen widgets — built for the daily glance
- Six cost-basis methods including specific-lot selection, rare in a consumer tracker
- Multi-currency handled per transaction, with a stored FX rate and a manual-override path (incl. GBP pence)
- Benchmark comparison that mirrors your actual buy/sell timings into an index using dividend-adjusted prices
- Permanent free tier with no cap on holdings, portfolios or transactions; broad instrument coverage (options, futures, spot metals, T-bills)
Trade-offs
- No web app at all — the documented desktop workaround is an Android emulator
- The portfolio-history chart and benchmark comparison are premium-gated
- XIRR only — no time-weighted return, so it cannot separate your timing from the assets' own performance
- No AI, health score, rebalancing, goal projection or dividend forecast
- CSV import is its own generic format with no broker-specific adapters
My Stocks Portfolio & Market vs PortfolioGlance
My Stocks Portfolio genuinely beats us where a phone wins: native iOS and Android with home-screen widgets for the daily glance, deeper cost-basis mechanics (specific-lot selection), price alerts, and local-first data ownership — and its per-transaction FX handling is among the best we have seen. It reports XIRR, so on money-weighted return it matches us. PortfolioGlance is a web app, but adds what it lacks: time-weighted return alongside MWR, AI portfolio analysis, a health score, rebalancing, goal projection and a free tier that does not paywall the value-over-time chart. Pick it if you want a rigorous ledger in your pocket; pick PortfolioGlance if you want the analysis and decision layer on top of the numbers.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.