PortfolioLens

iPhone & Apple Watch

How are your holdings actually doing, compared with the market?

PortfolioLens puts your portfolio's return next to an S&P 500 ETF and other broad-market funds over the same period. Up 8% only means something once you know the market did 11%.

Coming to the App Store. Free, with an optional Pro subscription.

What it does

Compares against benchmarks
Your portfolio's return beside an S&P 500 ETF and other broad-market funds over the same window — the question most trackers never answer.
Tracks real cost basis, not just prices
Enter share counts, purchase prices and dates. Individual lots, realised and unrealised gains, and money-weighted returns that account for when you actually put money in.
Keeps your portfolio on your iPhone
No account, no login. What you own — share counts, cost basis, alert thresholds — is stored only on your device. The ticker symbols you follow are sent to fetch their prices, because a price cannot be fetched without asking for it by name. Alert notifications say what happened, not how much your money moved — amounts appear only if you turn them on. What leaves, and what never does.
Has a real Apple Watch app
Your watchlist and positions on your wrist, synced directly from your iPhone over Apple's on-device framework — not through a server, not through an account.

What it does not do

  • It does not predict prices, and shows no invented analyst targets or made-up financials. Where a number is unavailable, it says so rather than filling the gap.
  • Quotes are delayed by a few minutes. This is not a trading app and places no orders.
  • It does not give advice. Nothing it shows is a recommendation to buy, sell or hold.

PortfolioLens Pro

Optional. Everything above is free.

Monthly or annual, billed through Apple. Renews automatically until you cancel — how to cancel. Terms of Use.

Figures can be delayed or wrong. Nothing in PortfolioLens is investment or tax advice; check anything you act on against your broker's statements.