Genius: Stock Market Tracker 4+

Very intuitive and responsive developer

This app is very well thought out, with design language that is modern and unobtrusive while still offering pertinent info about stock/fund holdings. While the free version is completely sufficient, the pro features offer very useful additions that is well worth it for people who want to sync with their brokerage account automatically. Also, the developer was responsive with support and bugs in the app, which further shows active development in this app. Overall, I highly recommend this app!

Developers - Please Read

This app has the potential to be amazing, but has a few key flaws. I hope they will be fixed soon because I really would like to use this app.

1) Dividend total is off for all my holdings - seems like the June (last month) dividends are not reflected in the totals yet? If they're over a month delayed, that's a problem.

2) At first, I couldn't figure out why my total return amounts (and balances) were off - this app doesn't take into account returns on dividends reinvested. There is no option to turn this on or off either. Most portfolios like mine reinvest the dividends automatically, generating further returns. This app calculates the returns on your buy orders only, and calculates dividends without returns. This is an essential feature that needs fixing.

3) I can't figure out how to add a sell order for any of my holdings in my portfolio. I may be missing something here.

4) Adding a setting to change amount of currency digits would be helpful. No option to show cents on my holdings, just whole dollars.

Developer Response ,

Hi Strizous - We're glad you're enjoying the app. Three stars is a tough rating given you seem to be very happy with the app except for some intricacies in how we handle dividends, but we're happy for the feedback!

1) We just saw your email and will respond to get further details on what stock you seem to be getting incorrect dividend information for. We're assuming you entered your trade details manually (as opposed to linking your brokerage account), so just confirm you have the trade date correct and that it's before the ex-date of the dividend you're looking for, otherwise it won't show up for your holding. It's possible our data provider is missing dividend information for this security so we'll look into it for you when we get the details from you.

2) If you have a portfolio that automatically reinvests dividends, what is actually happening is your brokerage is making a new purchase of shares for you on the ex-div date. There would be no way for us to know at what price this purchase was executed at, and therefore it's impossible for us to exactly match up to the return you're seeing without getting more information. Can you try to input the new dividend purchases as new trade lots? This should match up to what actually happened in the portfolio and then the returns should also match up.  

3) If you swipe left on any holding, you can delete it, which is effectively "selling" it. We don't support tracking sales, flows, or transactions at this point, just your current holdings. To truly support full portfolio analytics, we'd have to handle buys, sells, deposits, withdrawals, dividends, transfers, corporate actions, etc. All of those things would have to be inputted by the user. We tried to just build a really clean and beautiful way to track your current holdings on your phone.

4) We show dollars and cents for any stock price as long as the share price is below $10,000. For the holdings information, we didn't think it made "cents" to crowd the UI with "cents".

We'll shoot you an email tonight and go over the details you're seeing on the seemingly missing data. Thanks for using the app and for all the feedback!

Little Quirky At Times

I have had to reload my accounts on numerous times. Been using the app for a few years now. It is one of the best I have found so far to keep a watch on my investments. It does take a while for the app to refresh and update the accounts.

After a discussion with the app developers i now understand that the issue i was having was due to Apple upgrades and not the app. I highly recommend using this app for tracking your investments

Developer Response ,

Hello - Thank you for taking the time to review. We're sorry you've experienced the account info bug. This was an unfortunate consequence of an update Apple made to iOS15 that caused similar problems for a lot of apps. We were finally able to debug and fix it and it shouldn't happen anymore as long as you update to the most recent version. Please reach out to info@stockgeniusapp.com and we'd be happy to give you a free lifetime subscription to Pro to make amends. We're glad you're enjoying the app otherwise!