AlphaEdge empowers investment enthusiasts with core tools to assess investment performance, available and synchronised across iPhone, iPad, Mac and VisionPro - even on Apple TV for a low cost display driver. I built this for me, frustrated that other tools often dont show you your actual investment performance and have clunky interfaces, and have decided to share it with the world in case others have the similar needs. I have also tried to localise it to as many countries as I have time to do, so hopefully that makes it more valuable and enjoyable for more people. Please let me know what is important to you.
Currently it calculates lets you load your transaction history, displays your holdings grouped in portfolios, prices them and calculates performance based on a Time Weighted Return Basis. This is just the beginning — as Version 1, AlphaEdge will continue to evolve with new features and capabilities based on user feedback.
Requires a free or paid API key from Twelve Data or Alpha Vantage to retrieve market data. Please enter yours on the Settings screen. I will be enhancing the market data integration over time, I hope to have an in-app purchase for this before too long to make this much easier and hopefully more cost effective.
Current limitations: Performance Calculation and Position does not automatically adjust for share splits and buy backs, please enter £0 transactions on the date of the corporate action to adjust the position to the new size.
Note: This app is designed for exploration and insight purposes only. It does not generate investment advice and should not be relied on for decision-making. Given its innovative use of AI-generated code, some calculations may contain undiscovered errors. Your feedback matters. Help shape the future of AlphaEdge!