Stock Stats

Know how your money is really doing — your return, your dividends, your risk.

A native iOS portfolio tracker for self-directed stock and ETF investors. Manual entry or CSV import, and analytics depth built for mobile — not a spreadsheet substitute.

Coming soon to the App Store

What it does

Analytics depth, on your phone

Everything is computed from what you actually entered — real purchases, real dates, real cash flows.

True performance

Time-weighted return (TWR) and your money-weighted rate (XIRR) — not just price change.

vs the market

★ PRO

Benchmark your actual cash flows against the S&P 500, Nasdaq 100, or an All-World index.

Risk, in plain words

★ PRO

Worst drop, a typical month, how far below your peak you are right now.

Dividends

Income received, its trend, a per-holding breakdown, and a next-12-months projection from your own record.
★ PRO projection

Goal planning

Progress toward a target, an ETA, projected value, and what it could pay you along the way.

CSV import

Presets for Interactive Brokers, Schwab, and Fidelity, plus a generic mapping wizard for anything else.

Automatic broker sync

IBKR Flex statements sync with a read-only token — device-direct, no server in between. Free.

Widgets & App Lock

Home and lock-screen widgets, multi-currency with daily FX, and biometric App Lock.

Privacy

Private by design

No account. No ads. No cross-app tracking. Your holdings live on your device and in your own iCloud — and never reach us.

No accounts

Nothing to sign up for and no sign-in screen. The app works from the first launch.

Your numbers stay yours

No ads and no cross-app tracking. Anonymous usage analytics tell us which screens get opened — never your holdings, amounts or portfolio names — and you can switch them off in Settings.

Your iCloud, not our servers

Optional backup goes to your own private iCloud account. We don't operate a database of user data.

Read the full privacy policy →

Pricing

Free to start, with a 14-day trial of everything

Every feature is unlocked for two weeks, no card details needed to try it. After that, a Stock Stats Pro subscription keeps the deeper views open — market benchmarking, risk, dividend projection, widgets, automatic iCloud backup, and unlimited portfolios. Pricing will be announced in the App Store at launch.