📊 FIFO Cost Basis Tracking
Automatically calculate your cost basis using First-In-First-Out method. Perfect for tax reporting and understanding your true investment performance.
SmartFolio
The Smart Stock Portfolio Tracker
Track your investments with precision using FIFO cost basis tracking, real-time stock quotes, tax lot management, and comprehensive performance analytics.
What it looks like
Screens from the app. Nothing here is a mockup.
Why Choose SmartFolio?
⚡ Real-Time Stock Quotes
Get live stock prices powered by Finnhub and Yahoo Finance. See your portfolio value update throughout the trading day.
📋 Tax Lot Management
Track individual tax lots for each purchase. Know exactly which shares you're selling and their cost basis for tax optimization.
💰 Dividend Tracking
Monitor dividend income across your entire portfolio. Track payment dates, yields, and total income received.
📈 Performance Analytics
Visualize gains, losses, and overall portfolio performance. Compare returns across different time periods.
🔒 Privacy First
Your financial data stays on your device. No accounts required, no data uploaded to servers. Complete privacy.
Questions
Is SmartFolio free?
Yes. It is free on the App Store, with no subscription.
Do I need an account?
No. Your portfolio stays on your device — nothing is uploaded to a server and there is no SmartFolio login.
Does it connect to my brokerage?
No. Every buy, sell, dividend and split is entered by hand. That is the trade-off for keeping your data on your own device; live prices for your holdings come from Finnhub and Yahoo Finance.
Which devices does it run on?
iPhone and iPad, on iOS 26.2 or later.
Where SmartFolio is compared
Every roundup on this site names competitors and gives every app, ours included, a stated drawback.
Ready to Track Smarter?
Download SmartFolio free on the App Store and take control of your investment portfolio.
Get SmartFolio on the App Store