Tradesy
A personal finance app for Mac
Tradesy is a personal finance tool designed for the small investor.
Keep a handle on your investments: watch stocks, track your portfolios, see capital gains, and more.
Stock & ETF performance graphing
- Auto-updating watchlist. Track real-time performance of your favourite stocks and securities.
- Flexible historical performance querying. Browse detailed past performance in graphs and tables.
- Strategy-based back-testing. See what returns could have been realized by trading according to adjustable rules.
Portfolio tracking
- Full text-based import and export (CSV or tab-delimited). Bring in the trading activity from your brokerage.
- Automatic cost base and capital gains calculation. Know the value of your gains and dispositions to make tax time a snap.
- Accounting for a variety of transaction types. Trades, splits, dividends, reinvested capital gains, cash transfers, etc.
Flexibility and data privacy
- Portable and durable document format. Watchlists and portfolio data are easily backed up or shared.
- All data stays local. Portfolio data are not transmitted to or stored on any remote server.