Private Portfolio Tracker

Offline ISA, SIPP & Net Worth

Free · In-App Purchases

Import from Hargreaves Lansdown, Trade Republic, DEGIRO & more. Private, offline ISA & portfolio tracking — no bank logins, no account, no data sharing. Track your ISA, SIPP, and entire net worth privately. No bank logins. No Open Banking. The app has no server — your data cannot leave your device. THE PROBLEM Every other portfolio tracker wants your bank credentials. They route through Open Banking APIs, creating a chain of companies with access to your financial history. If there's a breach, your data is exposed. Many apps monetise your transaction data through analytics partnerships. And the apps you've heard of don't even work here. Monarch Money can't connect UK accounts. MoneyHub has closed. Portfolio Performance is desktop-only and complex. THE SOLUTION Private Portfolio Tracker takes a fundamentally different approach. You enter your holdings manually or import CSV exports directly from your broker — no credentials ever leave your device. No third-party aggregator sees your data. Everything is stored locally on your iPhone by default, with optional iCloud sync when you want it. Works with every UK broker: Hargreaves Lansdown, AJ Bell, Vanguard UK, Interactive Brokers, Trading 212, Freetrade, InvestEngine, and more. If your broker exports a CSV, you can import it. KEY FEATURES - Portfolio Dashboard — Your total portfolio value across all portfolios, accounts, and holdings at a glance - Interactive Charts — Scrub through your portfolio history with responsive charts - Asset Allocation — Donut charts reveal portfolio concentration across asset classes - True Returns (XIRR) — Annualised returns that separate real gains from deposits - CSV Import — Any UK broker with smart delimiter detection, column mapping, GBX → GBP conversion, and Finder drag & drop on Mac - Native Mac App — Keyboard shortcuts (Cmd+N, Cmd+Shift+E, Cmd+,), Finder drag & drop, window resizing, and macOS Settings. A real Mac app - Home Screen & Lock Screen Widgets — Check your ISA and portfolio value at a glance without opening the app - UK Account Types — ISA, SIPP, LISA, GIA, and workplace pension alongside EU and US types - Unrealised Gain/Loss — Colour-coded indicators for every holding - Cost Basis Tracking — Purchase prices for CGT reporting without relying on your broker - Multi-Currency — EUR ETFs in your ISA? Set a base currency and everything auto-converts - Bundled Exchange Rates — No internet required. Rates ship with the app, fully offline HOW IT WORKS 1. Create a portfolio (e.g., "ISA", "SIPP", "GIA") 2. Add accounts within each portfolio 3. Enter holdings manually, import via CSV from your broker, or drag & drop a CSV from Finder (Mac) 4. View your net worth, asset allocation, and investment returns PRICING Free: - 1 portfolio, 3 accounts, 20 holdings - 12 Snapshots - 90-day chart history - CSV import/export Pro (£19.99/year or £64.99 lifetime): - Unlimited portfolios, accounts, and holdings - Unlimited snapshots - Unlimited chart history - JSON Export - Support independent development PRIVACY BY DESIGN - No account creation required - No bank credentials collected - No Open Banking connections - No third-party analytics or tracking SDKs - No data monetisation - All data stored on-device by default - Optional iCloud sync uses Apple's end-to-end encrypted infrastructure BUILT FOR UK INVESTORS Private Portfolio Tracker is designed for ISA investors, SIPP holders, and anyone who believes tracking your finances shouldn't require surrendering your financial privacy. If you use a spreadsheet today — or if you've been waiting for Monarch Money to work in the UK — this is your app, on iPhone and Mac. Download and take control of your financial privacy. LEGAL Privacy Policy: https://privateportfoliotracker.com/privacy.html Terms of Use (EULA): https://privateportfoliotracker.com/terms.html

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v1.5.1 — Critical bug fix. This release fixes a critical bug that could lead to deletion of app data, including your portfolio data. Updating is strongly recommended. We've also added a confirmation step before any example data can be removed, so your own portfolios and holdings stay protected.

Version 1.5.1

The developer, Gurinder Singh, 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 Collected

    The developer does not collect any data from this app.

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

    The developer indicated that this app supports the following accessibility features. Learn More

    • Supported Features

      • Larger Text

      • Dark Interface

      • Sufficient Contrast

      • Reduced Motion

    Information

    Provider
    • Gurinder Singh
    Size
    • 5.7 MB
    Category
    • Finance
    Compatibility
    Requires iOS 26.0 or later.
    • iPhone
      Requires iOS 26.0 or later.
    • Mac
      Requires macOS 26.0 or later.
    Languages
    • English and German
    Age Rating
    4+
    In-App Purchases
    Yes
    • Pro Lifetime USD 99.99
    • Pro Annual USD 29.99
    • Learn More
    Copyright
    • © 2026 Gurinder Singh
  • Developer Website
  • Privacy Policy

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