CostBasis

CostBasis is a simple stock portfolio and cost basis tracker built for personal investors who want clear records of their trades, holdings, and performance.

Manage stocks, brokers, and accounts, record buy and sell trades, and automatically calculate position quantity, total cost, average cost, market value, unrealized profit/loss, realized gains, and return percentages. The app supports multiple accounts, multiple currencies, and home-currency cost tracking.

Key features:

Stock, broker, and account management
Buy and sell trade records
Holdings and cost basis summaries
Realized profit/loss tracking
Unrealized profit/loss and return percentage
Summary views by stock, account, or broker
Multi-currency support with home currency settings
Stock quote refresh via Yahoo Finance
Google Drive data sync
Excel export
English and Simplified Chinese language options
Privacy mode to hide financial amounts
CostBasis is designed for personal tracking and record keeping. It does not provide investment advice. Market data and calculations are for reference only.