Investments

Investing simplified.

Manage assets, track buys, sells, splits, dividends, options and more. Calculate IRR, ROI and gains and losses.

Portfolio

Mac/iPhone/iOS

Check the performance of all of your current positions in one simple place. Drill down for detailed analysis and report for individual holdings (drill down is on Mac only currently).

Lot selection

Mac

When it comes time to sell part of your position, Banktivity lets you choose the specific lot you want to sell. If you don't want to specify lots, Banktivity will use first-in first-out (FIFO) by default.

Net worth report
Powerful investment tracking.

Investment specific reporting

See every transaction

From the Portfolio view you can drill down to see the details of your holdings. You can even view two reports side by side with Banktivity's powerful Workspaces feature.

Investment portfolio.
Investment portfolio shows you all of your holdings in one convenient place.
Investment portfolio.
View your portfolio while also viewing the details of a holding using Banktivity's exclusive Workspaces feature.
Investment portfolio.
View your portfolio on iPhone and iPad.

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