DCA Portfolio Tracker
Designed for DCA Investors

DCA investing,clearly tracked.

Plan every contribution. Record every move. Review every change.

Manage DCA plans, trade records, and portfolio changes across global markets in one iPhone app. Keep an eye on plan execution and allocation gaps over time.

Download freeSee how it works
No brokerage connectionGlobal stock marketsStart for free
DCA Portfolio Tracker holdings showing positions across global markets
DCA Portfolio Tracker trends and recurring investment calendar
DCA Portfolio Tracker plan showing recurring contribution targets
BUILT FORiPhone
DOES THIS FEEL FAMILIAR?

Why do you need
DCA Portfolio Tracker?

Starting a recurring investment plan is easy. The hard part is staying consistent and seeing how every contribution changes your portfolio over time.

01

Does organizing every trade take too long?

DCA Portfolio 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 helps
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 helps
03

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 helps
04

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 helps
FROM PLAN TO CONTINUOUS REVIEW

Plan it. Track it. Review it.

Build a plan, track execution, keep reviewing.

DCA Portfolio Tracker holdings showing positions across global markets
RECURRING INVESTMENT PLAN

Set the amount.
Assign each target percentage.

Choose how much to invest and how to split it. DCA Portfolio Tracker 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% allocated

VOOUS · 35% target

35%$35.01

QQQMUS · 20% target

20%$20.01

SOXXUS · 15% target

15%$15.00

Other allocationsOther assets · 30% target

30%$30.01
Reminder is optional
MULTI-CURRENCY DISPLAY

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

$18,960.20
SIMPLE PRICING

Core features are free.
Upgrade to Pro for a faster workflow.

Free and Pro both support AI-assisted organization. The difference is where the workflow happens and how quickly it gets done.

Free$0forever

For people who prefer manual records or use an external AI tool to organize information first.

  • DCA plans, holdings, and trade records
  • Multi-market records, trends, and calendar
  • Copy a prompt → switch to an external AI → paste the result → review and save
Use for free
Portfolio Pro Monthly$4.99 / monthBilled monthly

For people who want to finish DCA plans and trade records faster without switching apps.

  • Everything in Free
  • Organize trades and DCA plans with in-app AI—no app switching
  • Text and voice input, with your review before saving
  • Target-versus-actual allocation gap comparison
  • iCloud sync plus data import and export
Try Pro free
BEST VALUE
Portfolio Pro Annual$29.99 / yearBilled yearly

For people who want to finish DCA plans and trade records faster without switching apps.

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
  • Organize trades and DCA plans with in-app AI—no app switching
  • Text and voice input, with your review before saving
  • Target-versus-actual allocation gap comparison
  • iCloud sync plus data import and export
Try Pro free
After the free trial, the subscription renews automatically. Cancel anytime in the App Store; actual App Store pricing applies.
COMMON QUESTIONS

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 US

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.

Email support[email protected]Find us on XiaohongshuWe will reply as soon as possible.
IPHONE PORTFOLIO & DCA Portfolio Tracker

Download DCA Portfolio 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.

Download free on iPhoneReference pricing may be delayed. DCA Portfolio Tracker does not provide investment advice.