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Pocket Portfolio app for iPhone and iPad


4.0 ( 960 ratings )
Business
Developer: Jefferson Capital Limited.
Free
Current version: 2.18, last update: 4 years ago
First release : 28 Sep 2017
App size: 47.65 Mb

The app and corresponding website are developed for providing an ability for Portfolio Managers to manage their clients and share with them their portfolio
positions (assets) updates. The Portfolio Manager provides access to the app to his clients and shares the information about clients financial portfolio through the app. The clients can then review and get the real-time update.
Asset Managers are using pocketportfolio.pro to keep track of the financial operations of their clients. They can also create an account for their client in the current app and share the progress. Consequently, the clients of these managers are the users of this app.
People who have assets managers can login into the app and review their portfolio, latest changes,
portfolio positions in the form of pie-charts etc.