My Pocket Portfolio
DENNIS ANGELINE
About this app
- Age 10
- Updated Nov 19, 2025
- OS IOS
Editor reviews
My Pocket Portfolio is a simple, secure portfolio management app for personal finance and small business needs. Track investments and cash in one place, monitor performance in real time, and make smarter decisions on the go.
Core features:
- Unified tracking for brokerages, crypto, and manual assets in a single dashboard
- Real-time performance, asset allocation, and risk overview with smart alerts
- Cloud sync, data export, and multi-currency support for seamless access across devices
Why it stands out: fast onboarding, clean interface, privacy-first design, and optional AI insights that surface trends, fees, and dividend schedules. Ideal for investors, freelancers, and business managers seeking investment tracking, net worth monitoring, and lightweight reporting.
Screenshots
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How to use:
1. Download the app, sign up, and set your base currency and region.
2. Connect brokerage and bank accounts securely, or import a CSV; optionally add manual holdings like cash or private assets.
3. Open the dashboard to view total value, daily performance, and asset allocation; create a watchlist and set price alerts.
4. Use Analytics to compare returns with benchmarks, review dividends and fees, and set goals or rebalancing targets.
5. Enable cloud sync and notifications, then export PDF or CSV reports to share with your advisor or team.