Simple Stocks is an Intuitive and Feature-Rich Portfolio Tracker for iPhone, iPad, Apple Watch, and Mac
Tuesday, October 20, 2026
Keeping track of investments becomes more demanding as a portfolio grows. A few shares in one brokerage account are relatively easy to follow. Add ETFs, cryptocurrency, dividend payments and investments in another currency, and understanding the overall picture takes more work. Checking individual account balances only answers part of the question.
SimpleStocks is an investment tracker for iPhone, iPad, Mac and Apple Watch that brings stocks, ETFs, funds, crypto and cash together. Its appeal is straightforward: helping investors see their holdings and understand their performance in one place.
A clearer view across investment accounts
A useful stock portfolio tracker should help answer two questions: what do I own, and how is it performing?
SimpleStocks supports multiple portfolios and currencies, alongside a combined net-worth view. Investors can follow separate accounts while keeping sight of the broader picture.
That approach can suit someone building a first portfolio as well as an experienced investor managing several accounts. As holdings become more varied, consistency in how they are tracked becomes increasingly valuable.
Broker syncing, CSV imports and manual entry
Entering transactions can become a chore, particularly when investments sit with several providers. SimpleStocks offers three ways to bring information into the app: broker connections, CSV imports and manual entry.
Its current listing includes support for more than 40 brokers, with names such as Fidelity, Vanguard, Robinhood and Interactive Brokers. Broker connections are provided through SnapTrade.
Having several entry methods gives investors flexibility. They can connect supported accounts while using imports or manual records for other holdings, rather than making their entire setup depend on a single method.
Dividend tracking and a closer look at returns
Price changes are only one part of investment performance. Dividends and transaction costs also matter when reviewing how a holding has performed.
SimpleStocks includes dividend tracking, profit-and-loss information and cost tracking. It also helps identify which investments contributed gains or losses.
For income-focused investors, a dividend tracker can make payments easier to follow. For beginners, seeing income and costs alongside price movements provides useful context. More experienced investors can use that detail when reviewing the contribution of individual positions.
No separate SimpleStocks account required
The developer emphasizes that SimpleStocks does not require a separate app account and performs calculations on the device. Synchronization uses the user’s own iCloud.
For people who prefer fewer account registrations, this is a practical part of the app’s appeal. It also gives SimpleStocks a distinct approach to organizing an investment overview across Apple devices.
Portfolio access on iPhone, iPad, Mac and Apple Watch
SimpleStocks supports Apple’s main personal devices and offers widgets and watch complications for quick updates.
Different screens serve different purposes. A phone or watch can be convenient for a brief check, while a Mac may be more comfortable for reviewing a larger collection of holdings. Having access across those devices makes it easier to fit portfolio tracking into an existing routine.
Market updates alongside portfolio tracking
The app also includes watchlists, asset-related news and an AI summary of daily portfolio movements. Its listing advertises intraday prices and pre-market and after-hours prices for US stocks.
These features add context for investors who want to follow developments affecting their holdings without turning every portfolio check into a lengthy research session.
Who SimpleStocks is for
SimpleStocks is worth considering for Apple users looking to organize investments across accounts and asset types. Beginners may value the consolidated overview, while intermediate and advanced investors may find the broker connections, dividend tracking and currency support more relevant as their portfolios grow.
The app is free to download with in-app purchases. Check the current subscription options and included features before choosing a plan.
