FINARKY – Portfolio Tracker

Performance, Taxes, Retirement

Only for iPhone

Free · In-App Purchases · Designed for iPhone. Not verified for macOS.

iPhone

FINARKY is a portfolio tracker that shows your Personal Rate of Return (PRR) *. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions. Gain useful insights through value, price, and asset allocation charts, or by exploring dividends, interest (staking rewards), sales, purchases, realized and unrealized gains with their cost basis (using FIFO), average cost, and PRR. All of these are available for the whole portfolio or by asset, for all time or by year. Get timely push notifications for bullish and bearish trend reversals, based on the EMA 33/58 crossover indicator. It includes a Future Calculator to quickly see future portfolio evolution, and plan for your goals, based on return rate, contributions and withdrawals. Calculates net gains, after capital gains taxes, using configured tax brackets and holding periods. Shows how sales are distributed among tax lots using FIFO. You can import transactions for stocks, crypto, ETFs, mutual funds, or Forex from CSV files. Files from Binance, Coinbase, DEGIRO, Indexa Capital, Nexo and Robinhood EU can be imported directly. For other sources, a ready-to-use prompt for AI chatbots (ChatGPT, Gemini, Grok...) is provided to convert transaction statements into FINARKY's CSV format. Transactions can also be added manually in the app. Designed with privacy in mind. No login. Your data never leaves your device. End User License Agreement (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ --- * Your Personal Rate of Return (PRR) is the Annual Percentage Yield (APY) of the fixed-rate account that, when subjected to the same contributions and withdrawals (sales, dividends) as your portfolio, it yields the same returns, i.e. it ends up with the same balance as your portfolio value. The PRR is calculated using the Internal Rate of Return (IRR).

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

- Fixed Indexa Capital import of fund redemptions (REEMBOLSO FONDO INVERSIÓN). - More robust CSV import by trimming whitespace from dates and symbols.

Version 1.21

The developer, Xavier Caballe Grebol, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Purchases
    • Identifiers
    • Usage Data

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
  • Xavier Caballe Grebol
Size
  • 42.4 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2023 Xavi Caballé
  • Developer Website
  • Privacy Policy

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