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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AptiStockX is a local-first desktop application for stock charting and portfolio research, compatible with Windows, macOS, and Linux systems. As a modern evolution of the original AptiStock launched in 2005, it caters to self-directed traders and researchers seeking autonomy over their chart files, market data, watchlists, and workspaces. This application features seamless integration with local CSV data, customizable market data providers, a variety of technical and custom indicators, drawing studies, watchlists, reusable workspaces, and support for multiple chart windows across various monitors. The latest version, 3.1, introduces several enhancements, including a global stock symbol catalog that is searchable, a dockable Global Market Stock Viewer, and advanced market and instrument filters that greatly improve usability. Additionally, users can perform offline symbol searches and enjoy streamlined charting and downloading workflows for supported global markets. With enhanced line-study tools and improved catalog updating alongside quicker chart rendering, AptiStockX continues to evolve as a powerful tool for traders.

Description

Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpaca Yes 
Alpha Vantage Yes 
OpenAI Agents API Yes 
Yahoo Finance Yes 

Integrations

Alpaca No 
Alpha Vantage No 
OpenAI Agents API No 
Yahoo Finance No 

Pricing Details

$99.99
AptiStockX Basic is free. AptiStockX Pro is a one-time $99.99 purchase. No subscription.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AptiStock LLC

Founded

2026

Country

United States

Website

www.aptistock.com

Vendor Details

Company Name

Purescope

Website

www.iportfoliotrader.com

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives