You invest through more than one broker
Keep portfolios and brokers separate when needed, then review holdings across them when you want the whole picture.
Private investment workspace on your Mac
My Portfolios Pro
For investors whose history is bigger than one broker screen. Track transactions, portfolios, currencies, prices and reports in one local macOS workspace.
Why it exists
Your broker statement is not your investment history
Broker screens are useful for the account you are looking at today. They become less useful when you have several portfolios, more than one broker, transfers, dividends, fees, currencies, crypto and years of transactions that need to be understood together.
My Portfolios Pro starts from the transaction record. From there it can build portfolio views, yearly reports, stock-level detail and average price calculations without handing your investment notes to a web account.
Use cases
Three situations where a private portfolio ledger matters
You want reports built from actual transactions
Connect buys, sells, dividends, fees, deposits, withdrawals, prices and rates so yearly views explain how the portfolio changed.
You prefer owning the working data
Import and export CSV files, enter missing prices manually and keep the main portfolio data locally on your Mac.
Transaction based tracking
Build the portfolio from the events that really happened
Record the investment story as transactions: buys, sells, money movements, fees and dividends. The app is designed for people who need the accounting trail, not just today's market value.
- Manage multiple portfolios and brokers.
- Track stock, currency and crypto related transactions.
- Use CSV import and export when the data starts in another tool.
Prices, rates and currencies
Investments rarely live in one currency
My Portfolios Pro can work with prices and rates from Yahoo Finance where available, and it also lets you enter or import values manually. That matters when a report needs to combine holdings, cash, currencies and crypto without pretending every position lives in the same world.
- Fetch stock prices, currency rates and crypto rates where available.
- Enter prices and rates manually for missing or custom cases.
- Use historical values to make older reports meaningful.
Reports and calculations
See the year, the holding and the average price
When the ledger is in place, reports can answer better questions: what happened this year, how one stock looks across portfolios, how one portfolio changed, and what the average price looks like using FIFO or LIFO logic.
- Review the current year across portfolios and brokers.
- Open detailed yearly portfolio and stock reports.
- Handle split and reverse split events in the transaction history.
Local data control
A finance notebook should not require surrendering the notebook
The app is built as a Mac workspace. Your portfolio records are kept locally, while import and export tools make it possible to move data in and out when your workflow needs it.
Use the app as your private investment ledger: structured enough for reports, close enough to your own records to stay understandable.
For long-term investors who keep records