Disclosure: SmartFolio is ours, and it is listed first. It gets the same four fields as every other app, including its drawbacks.

Short answer

For cost basis and tax lots on your own device, our pick is SmartFolio, free. For broker sync, Delta.

Stock Events is the dividend investor’s favourite: every payout and earnings call on a calendar, across 50+ exchanges. Pro adds unlimited watchlists, spreadsheet connections and calendar sync.

If your question is less “when is the next dividend?” and more “what did I actually make?”, a ledger-style tracker fits better.

Switch to SmartFolio if

  • You need realized P&L and FIFO lots
  • You want your holdings private
  • You don’t need an events calendar

Stay with Stock Events if

  • Dividends are your strategy
  • You want earnings dates front and centre
  • You use its spreadsheet sync

At a glance

AppBest forPricing
SmartFolio (ours)Investors who want FIFO cost basis and tax lots kept on their own device, with no brokerage loginFree
Stock EventsDividend investors who want a calendar of eventsFree tier plus Pro
Delta by eToroInvestors who want broker syncDelta Basic free; PRO subscriptions
getquinPeople who want net worth plus portfolioFree tier plus paid plans
SharesightSharesight usersFree app; paid web plans
Yahoo FinanceNews and quotesFree with optional paid plans

The apps in detail

1

SmartFolio

Ours
SmartFolio on iPhone — the portfolio dashboard
SmartFolio on iPhone
Best for
Investors who want FIFO cost basis and tax lots kept on their own device, with no brokerage login
Highlights
  • Unlimited stocks across multiple portfolios
  • Automatic FIFO tax-lot cost basis
  • Realized and unrealized P&L with CSV export
  • Face ID lock and multi-currency support
Pricing
Free
Watch out
There is no brokerage linking at all — every buy, sell, dividend and split is typed in by hand. It needs iOS 26.2 or later, and because everything is stored on the device there is no web view.
2

Stock Events

Best for
Dividend investors who want a calendar of events
Highlights
  • Dividend and earnings calendar
  • 50+ exchanges
  • Price alerts
Pricing
Free tier plus Pro
Watch out
Pro for more watchlists and sync.
3

Delta by eToro

Best for
Investors who want broker sync
Highlights
  • 200+ exchanges and brokers
  • Stocks and crypto
  • Web too
Pricing
Delta Basic free; PRO subscriptions
Watch out
Sync needs account access.
4

getquin

Best for
People who want net worth plus portfolio
Highlights
  • Brokers and banks
  • Spending
  • AI insights
Pricing
Free tier plus paid plans
Watch out
Broad money app.
5

Sharesight

Best for
Sharesight users
Highlights
  • Mirrors portfolios
  • Watchlist
  • Dividends
Pricing
Free app; paid web plans
Watch out
Companion to the web.
6

Yahoo Finance

Best for
News and quotes
Highlights
  • Alerts
  • Briefings
  • Data
Pricing
Free with optional paid plans
Watch out
Basic cost basis.

Calendar or ledger?

Stock Events tells you what is coming. SmartFolio tells you what happened: every trade, FIFO lots, realized and unrealized P&L, and tax-year summaries you can export as CSV — all on your iPhone with no brokerage login.

Common questions

Is Stock Events free?

Stock Events has a free tier with Pro for more.

Which tracker calculates FIFO tax lots?

SmartFolio, free on iPhone.

Is there a portfolio tracker with no login?

SmartFolio keeps everything on your device.

App Store listings checked on 27 September 2026. Prices change — each entry describes how an app is paid for rather than a number that goes stale.

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