01
Does organizing every trade take too long?
DCA Tracker can use AI to recognize transaction details and prepare a draft. You still review and edit every field before saving it to your portfolio.
See how the app helpsBUILT FOR DCA INVESTORS
Record every position.Plan every contribution.
Track holdings across global stock markets, review cost, return, and allocation, and use reminders and a calendar for your next contribution.
No brokerage connectionGlobal stock marketsStart for free
BUILT FORiPhoneDOES THIS FEEL FAMILIAR?Why do you need
Why do you need
DCA Tracker?
Starting a recurring investment plan is easy. The hard part is staying consistent and seeing how every contribution changes your portfolio over time.
02
Is it hard to see your total allocation?
A stock can be up while its share of your portfolio moves away from your target. Review all holdings together to see the current percentage of each asset.
See how the app helps03
Is your DCA plan easy to forget?
The amount, target split, and next date live in different places. A plan becomes difficult to follow when nothing keeps it together.
See how the app helps04
Are global stock markets hard to compare?
Holdings across global stock markets can use different currencies. Manual conversion makes a simple total unnecessarily complicated.
See how the app helps01DashboardActual iOS Simulator screen
FROM A DCA PLAN TO CONTINUED INVESTING
Set a plan. Record trades.
Review holdings. Continue.
Set the amount, assets, and target percentages first. After each contribution, record the trade manually or with AI assistance, review your holdings, and prepare for the next date.
- 1Set a DCA plan
Choose the monthly amount, assets, target percentages, reminder, and contribution date.
- 2Record the contribution
Add the trade manually, or let AI recognize the transaction details first. Check the quantity, price, and date before saving.
- 3Review holdings
See total value, invested amount, return, allocation, individual holdings, and recent transactions.
- 4Continue the plan
Use the calendar and reminders for the next contribution, then keep the plan and transaction records up to date.
RECURRING INVESTMENT PLANSet the amount.
Set the amount.
Assign each target percentage.
Choose how much to invest and how to split it. PortfolioTracker keeps the next dates visible, while Pro shows the gap between your target mix and current holdings as a reference.
Monthly amount and target allocationNotes, reminders, and contribution calendarPro allocation-gap reference
CURRENT PLAN$100.03 monthly contribution
100% allocatedVOOUS · 35% target
35%$35.01QQQMUS · 20% target
20%$20.01SOXXUS · 15% target
15%$15.00Other allocationsOther assets · 30% target
30%$30.01MULTI-CURRENCY DISPLAYTrack global stock markets.
Track global stock markets.
Convert them into one total.
Keep each trade in its original currency and choose the currency used to display your holdings and portfolio total.
USDCNYHKDEURJPYTWDKRWSGDINRGBPCADAUD
DISPLAY CURRENCYUS Dollar
PORTFOLIO VALUE$87,061.00Exchange rates may be delayed and are for estimates only
🇺🇸
United StatesUSD · 2 holdings
$68,100.80🇭🇰
Hong KongHKD · 1 holding
$18,960.20SIMPLE PRICINGCore tracking is free.
Core tracking is free.
Upgrade for backup and allocation comparison.
Free includes portfolio records, DCA planning, and AI-assisted transaction import. Upgrade to Pro when you need data import and export or target-versus-current allocation references.
Free$0forever
Record holdings and trades, review performance, and manage a recurring investment plan.
- Portfolio overview and performance
- Holdings and trade records
- AI-assisted transaction recognition with review
- DCA plan, notes, reminders, and calendar
- Global stock markets and display currencies
Portfolio Pro$29.99 / year$4.99 / month
For investors who need portfolio data import and export or target-versus-current allocation references.
Only $2.50/month when billed yearly—about the price of one coffee for a full month of tracking.Save $29.89 vs monthly billing
- Everything in Free
- Portfolio data import and export
- Target allocation vs current holdings gap reference
COMMON QUESTIONSBefore you download,
Before you download,
check the common questions.
No brokerage connection is required. Start with Free to record holdings, trades, and your recurring investment plan.
Start freeNo brokerage connectionCancel Pro in App Store
Do I need to connect a brokerage?
No. Add the holdings and trades you choose to track. Cash and dividend records are optional and can be turned on or off.
What is free, and when do I need Pro?
Free includes portfolio tracking, DCA planning, and AI-assisted transaction import. Pro adds portfolio data import and export plus allocation-gap references.
Are prices and returns real-time advice?
No. Reference prices and exchange rates may be delayed. The app helps you organize and review; it does not provide investment advice.
CONTACT USQuestions, feedback,
Questions, feedback,
or an idea for the app?
If you run into a problem or want a new feature, contact us by email or Xiaohongshu. We read every message.
IPHONE PORTFOLIO & DCA TRACKER
Download DCA Tracker.
Start recording holdings and contributions.
Free includes holdings, trades, returns, and recurring investment plans. Upgrade to Pro only when you need data import and export or allocation-gap references.
Reference pricing may be delayed. PortfolioTracker does not provide investment advice.