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iBank Investor

Devices Portfolio Securities Details Lots Add Security News

Track lots, transactions, prices and values from multiple institutions - all in one place. Sync investments from iBank 5 to your iPad, iPhone or iPod touch, or add securities manually. Installing this free app may be the easiest investment decision you'll ever make.

Available on the iTunes App Store

Mobile portfolio app for all your iOS devices.

iBank Investor lets you keep your portfolio in your pocket, for access at a glance. See all of your holdings separated by account, with a market value summary for each. View daily and historic gains or losses. Add positions and review separate share lots. Drill down for security details, or edit securities which don't automatically get quotes. Sync from your investment accounts in iBank 5 or update quotes in the background, straight to your iPhone. The easiest investment decision you'll ever make, it's available for free from the App Store.

For help configuring synchronization with iBank for Mac, download a copy of the iBank User Manual. Version changes are available here.

Hover over the yellow stars to learn how to use iBank Investor:

iBank Investor home screen

Ticker Symbol and Security Name

Current Price Per Share and Today's Price Change

Security List

Your current holdings are listed here, grouped by account, with price and value information for each security. Negative values are enclosed in parentheses. Tap a security to show market information and specific lots on the right side of the screen.

Security Values

This figure shows the value of all shares of a particular security in your portfolio. Tap the button to rotate between today's gain/loss, today's % gain/loss, current market value, total gain/loss, and total % gain/loss for the shares you own.

Ticker Symbol and Security Name

If you are using iBank Investor in stand-alone mode (not syncing with iBank for Mac), you may tap here to edit the name and ticker symbol of the security that is currently selected.

Today's Price Change

Current Price Per Share

Today's Percent Change

Security Details

When you tap a security, this section shows current market information about the security. All information is downloaded automatically from Yahoo! Finance when iBank Investor is launched. Quotes are delayed by at least 20 minutes.

This section can also be swiped to the left to show recent news headlines about the selected security. Tap a headline to read the full article in Safari.

Number of Shares Per Lot, Cost Per Share,
and Purchase Date

Lot List

When you tap a security, this section shows a summary of the share lots you currently own of that security. Each lot shows price and value information for its shares. Negative values are enclosed in parentheses. If you are using iBank Investor in stand-alone mode (not syncing with iBank for Mac), you may tap a lot to edit its details or delete it.

Add a Security Lot

If you are using iBank Investor in stand-alone mode (not syncing with iBank for Mac), you may tap this button to add a lot for a specific security. When prompted, use the search form to locate the security symbol you wish to enter, choose which date the shares were acquired on, and type in the number and total cost of the shares.

Lot Values

This figure shows the value of the shares in a particular lot. Tap the button to rotate between today's gain/loss, today's % gain/loss, total gain/loss, and total % gain/loss for the shares in each lot.

Settings

Tap this button to remove the ad banner (for a small fee), create/log in/manage your IGG Customer Account, enable or disable syncing with iBank for Mac, delete your synced data, or enable or disable passcode protection for iBank Investor.

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