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TradeApes

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Get it free on the App StoreOpens Apple's App Store

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About this app

TradeApes brings your holdings together in one clean dashboard. YOUR PORTFOLIO, PRECISELY VALUED Know exactly where your portfolio stands with total qty, total invested, total market value, and unrealized P&L — in both dollars and percent. Every holding is priced with live market quotes (15-minute delayed) and measured against your true average cost basis, so your gains reflect reality, not a rough estimate. DOWN TO THE LOT Lot view break every position into its individual lots — exact shares, purchase price, and purchase date — each with its own cost basis and gain/loss. See how every single buy is actually performing, instead of hiding behind a blended average. A WATCHLIST THAT THINKS Add the names you're researching and let TradeApes do the analysis. Every stock on your Watchlist arrives already scored, rated, and valued — a financial-health score, a valuation verdict (undervalued, fair, or rich), and a fair-value estimate, all without a spreadsheet in sight. See the whole list at a glance, tap any name to go deeper, and keep your conviction cases in one organized place. Share your Watchlist with people you trust, or keep it private — your call. DISCOVER HIDDEN GEMS The market has thousands of tickers; only a handful deserve your attention. The Screener narrows them by what actually matters — valuation, financial-health scores, and fundamentals — surfacing quality companies trading below their estimated worth. Rank the results, spot the outliers, and move straight from a long list to a short one of research-backed ideas. Find a name you like? Send it to your Watchlist in a single tap. TradeApes is a research and portfolio-performance tool, not a broker. We do not execute trades or provide personalized investment advice. Investing involves risk, including possible loss of principal. Always do your own research.

What's new

Version 1.1 · Nov 6, 2026

Earnings, at a glance See when the companies you hold or watch report next. A calendar marker sits beside each ticker and lights up in the week before a report. Tap it for the date and time of day, estimates for earnings and revenue, how recent quarters came in, and a link to drop the date into your calendar. Know the confirmed date already? Set your own and we will use it instead. Earnings reminders Get a notification the week before and the day before a company reports. Tap it to open that company's earnings details. Gain/Loss has its own tab It now sits in the bottom bar. Choose a tax year, switch between realized and unrealized, and sort the table by ticker, date, quantity, price, term or profit and loss. Tap any sale for the full record: proceeds, fees, cost basis, holding period, and the lot it came from. A clearer way to handle lots Open a holding to record a sale from a specific lot, with a live preview of the gain or loss and whether it counts as short or long term. Correct a sale, undo one, or delete a lot you entered by mistake. A fully sold lot keeps its history. Smaller and faster The app downloads less and gets to your portfolio quicker. Accuracy Holding period now follows the one-year-and-a-day rule, so a sale at exactly one year is short term. We also fixed an issue where correcting or removing a recorded sale could leave the wrong number of shares.

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