Gusi Studios Independent software studio

Gusi Portfolio Tracker · Investment tracking

What you hold, what you sold, and the levels you are watching.

Every position in one place with live prices, shared across your household, and the chart levels you care about watched for you.

In development. Not yet available on the App Store or Google Play.

In the app

What it looks like

Screens from the Android build in development.

The portfolio screen listing holdings with current value and gain or loss.
The whole portfolio. Current value, amount invested, and gain or loss per holding and overall.
A monthly chart with indicators drawn on it.
Two indicators. Drawn on monthly or weekly charts, with detection settings you control.
A watchlist of tickers with notes against them.
Watchlist. Follow tickers you do not own yet, with your own notes against them.

Features

What Portfolio does

Positions with live pricesSee what the portfolio is worth without opening five other apps.
Shared across a householdEveryone in the household sees the same holdings, the same watchlists and the same performance.
WatchlistsTickers you do not own yet, with your own notes.
Two chart indicatorsDrawn on monthly or weekly charts, with detection settings you control.
AlertsPush notifications, or opt-in email notifications, when a level is reached or a trend line breaks according to your rules.
Brokerage importBring in your positions and transactions from more than one broker, so the whole portfolio sits in one place.
Gusi Portfolio Tracker is not a broker or an investment adviser. Brokerage connections are read-only: the app cannot place trades, or buy / sell investments.

Pricing

Two plans

A subscription is required to use the app. Every new subscriber starts with a 7 day free trial.

Subscription

Track

$20per month

or $216 a year, which is two months free.

Everything you need to keep the whole portfolio in one place and watch the levels that matter to you.

  • Every position you hold across several brokers in one view
  • Holdings and watchlists shared across a household
  • Two chart indicators on monthly or weekly charts
  • Alerts by push and email when a level is reached
  • Realised gain and loss reports, as PDF and Excel
  • Hold investments in different countries or currencies, and see your total portfolio value in your own currency

Subscription

Discover

$45per month

or $486 a year, which is two months free.

For anyone who wants to research a company properly before buying it, and find new ones worth looking at.

Everything in Track, plus:

  • Search for companies by sector and open a full financial report on any of them, to judge whether the company fits your investment plan before you buy
  • Fundamental analysis on a stock, built from public criteria and the company's own financial statements
  • Five fundamental analysis reports a week, twenty a month, for a deeper look into a company's financials

Prices are in US dollars and are charged by the App Store or Google Play, where you can cancel at any time. A subscription bought in the app also unlocks the web app at portfolio.gusistudios.com.