Portfolio Tracker with FIFO Tax Lot Tracking
Automatic tax lot calculations
Real-time stock prices
Short & long-term gains
Track dividend income
Tap the "+" button on the Portfolio tab, search for your stock, then enter the purchase details including date, shares, and price.
FIFO (First-In-First-Out) is a method for calculating cost basis where the oldest shares are considered sold first. This is the default method required by the IRS.
Tap the "+" button, select your stock, choose "Sale" instead of "Purchase", then enter the sale details. SmartFolio will automatically calculate your gain/loss using FIFO.
All your data is stored locally on your iPhone/iPad. We never upload your financial data to any server.
Yes! Go to More → Data Management → Backup. You can save a backup file and restore it later if needed.
Stock prices are provided by Finnhub.io. Real-time quotes are available during market hours. Prices may be delayed by up to 15 minutes.
Yes! Go to More → Add Dividend to record dividend payments. SmartFolio tracks total dividend income in your reports.
Go to More → Add Stock Split. Enter the split ratio (e.g., 4 for a 4-for-1 split), and SmartFolio will automatically adjust your cost basis.
SmartFolio requires:
Current Version: 1.0.0
Have an idea for a new feature or found a bug? We'd love to hear from you!
Email us at info@thebighead.ca with: