Mobile app

FundStat mobile app – your investment portfolio always at hand

Add FundStat to your iPhone or Android home screen and check your portfolio value, returns and dividends with one tap. No app store, and the same account as in your browser.

  • iPhone and Android
  • No app store
  • Same account as in the browser

FundStat mobile app – what you get

The mobile app answers how your portfolio is doing when you’re away from your computer – without logging in to every broker separately.

A dashboard made for your phone

At the top you see the portfolio value, and below it swipeable cards with your total and unrealised gain and your MWR and TWR returns – also annualised. Further down, your positions with their value, gain and share of the portfolio.

No app store

FundStat is a PWA. You add it to your home screen from the browser menu – in Safari on iPhone or Chrome on Android – and open it like any other app, in its own window without the address bar.

The same account and data

You sign in with the same account as in your browser. Portfolios, accounts, imported transactions and your plan are shared, so whatever you import on your computer shows up on your phone right away.

Updates without installing

New features reach the app together with the website, so there’s nothing to download from a store. On your phone you refresh the data by pulling the screen down.

Every FundStat section

On your phone you get the same features as in the browser, from benchmarking to the annual summary. The app needs an internet connection – it doesn’t work offline.

Mobile app for iPhone and Android – how to add FundStat to your home screen

Installing doesn’t need an app store. The option’s name depends on your browser and system version – if you can’t see it, open FundStat in Safari on iPhone or in Chrome on Android.

  • iPhone · Safari
    1. 1Open FundStat in Safari and sign in.
    2. 2Tap the browser menu and choose Share.
    3. 3At the bottom of the menu, choose Add to Home Screen.
    4. 4Tap Add – there’s nothing to change.
  • Android · Chrome
    1. 1Open FundStat in Chrome and sign in.
    2. 2Tap the browser menu.
    3. 3Choose Add to Home screen, then Install.
    4. 4Confirm the prompt to put FundStat on your home screen.

How to start using FundStat on your phone – 3 steps

  1. 1

    Import your transactions

    It’s easiest on a computer: transaction import brings in the history from all your accounts.

  2. 2

    Add FundStat to your home screen

    Open FundStat in your phone’s browser and choose Add to Home Screen. You’ll find screenshots in the mobile app installation guide.

  3. 3

    Check your portfolio any time

    Open FundStat from the home screen icon and check your returns, dividends and portfolio benchmark from your phone.

The mobile app is the same FundStat as in the browser, available in the Investor and Investor Plus plans. The first 7 days are free.See pricing

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