The key features are:

• Transaction based reporting
• Manage multiple portfolios
• Support for multiple brokers
• Review current year cross portfolios & brokers
• Review all stock's cross portfolios & brokers
• Yearly detailed report for each portfolio
• Detailed report of each Stock in portfolio
• Avarage stock price based on LIFO or FIFO method
• Multiple currency support (Including crypto)
• Fetch prices & rates directly from Yahoo
• Enter prices & rates manually
• Export data to file (.csv)
• Import data from file (.csv)
• Apply Split or Reverse Split to Stocks
• All data are kept locally on your Mac, only for you to access it
• ... plus lot more to discover

And lot more to come ...

There are three type of data you can import.
For Transactions use following fields using separator you defined in app settings:

For Security prices use:

For Rates use:

• 1 - Money IN from Government/Institution into Pension Fund
• 2 - Service fee (general payed to Broker etc)
• 3 - Dividend/Interest
• 4 - Buy
• 5 - Sell
• 6 - Service fee on Buying
• 7 - Service fee on Selling
• 8 - Money to buy other Currency
• 9 - Money/Currency/CryptoCurrency Bought /converted from another Currency
• 10 - IncomeTax on Dividend/Interest
• 11 - Money IN
• 12 - Money OUT

You can send me email to address rauliappid [at] gmail [dot] com

I will try to answer all your emails but to make it easier please put My Portfolios as subject to those emails.

Please watch tutorial here
There is one subscription for free. Though they ask card numbers and everything for this free subscription, they never charge you. And if you exeed the number of requests then they just dont respond and you have to wait for 24h to get again your free requests.

I used Excel for tracking/storing/reporting of my investment data. And at some point it was just too big effort to keep all the variables up to date. Therefore I decided to simplify the whole effort. And make it even usable for people who dont care about math behind the investment reports. ...