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Dumori — Portfolio Tracker

A local-first portfolio tracker for recording holdings, setting allocation targets, and reviewing drift.

By Chenwen GEReleased 2026/10/14App Store rating 5.0 (1)Official store informationPublished 2026/11/04Checked 2026-11-04

Overview

A closer look at Dumori — Portfolio Tracker.

Dumori is a portfolio tracking and allocation planning app built around holdings you enter yourself. It organizes positions into groups, lets you set target weights, and shows how recorded allocations compare with those targets. The app can model how a new contribution might be distributed and presents performance measures such as time-weighted return based on available history. Portfolio records and settings stay on the device, while requested security symbols, market data, and currency pairs go to third-party data services. The developer says the app has no in-app purchases. Prices, exchange rates, and historical data may be delayed or unavailable, so the displayed values are informational. Dumori does not connect to a brokerage, place trades, or provide investment advice.

A closer look

App screenshots

Dumori — Portfolio Tracker official iOS screenshot 1Dumori — Portfolio Tracker official iOS screenshot 2Official iOS store screenshotOfficial iOS store screenshot

Choose with confidence

The useful details.

What it does

  • Record buys and sells, then group holdings using a personal allocation structure.
  • Set target weights and review allocation drift against the targets you choose.
  • Model a potential contribution and review performance history only where recorded data exists.
  • Track holdings in different native currencies and choose a display currency.

A good fit for

  • Self-directed investors who want to manually track holdings and compare allocations with personal targets.

Worth knowing

  • Market prices and exchange rates come from third parties and may be delayed, incomplete, or unavailable.
  • Holdings are entered manually; the app does not connect to a brokerage or execute trades.
  • Security symbols and currency pairs are sent to data providers when requested.

Frequently asked questions

Answers based on the app’s official listing and reviewed information.

What is Dumori — Portfolio Tracker used for?

A local-first portfolio tracker for recording holdings, setting allocation targets, and reviewing drift.

What can you do with Dumori — Portfolio Tracker?

Record buys and sells, then group holdings using a personal allocation structure. Set target weights and review allocation drift against the targets you choose. Model a potential contribution and review performance history only where recorded data exists. Track holdings in different native currencies and choose a display currency.

Who is Dumori — Portfolio Tracker designed for?

Self-directed investors who want to manually track holdings and compare allocations with personal targets.

What should you know before downloading Dumori — Portfolio Tracker?

Market prices and exchange rates come from third parties and may be delayed, incomplete, or unavailable. Holdings are entered manually; the app does not connect to a brokerage or execute trades. Security symbols and currency pairs are sent to data providers when requested.

Does Dumori — Portfolio Tracker include paid features?

The reviewed listing reports no in-app purchases.

Which platforms support Dumori — Portfolio Tracker?

Greatooly's reviewed app information lists iOS.

Researched from official sources; this is not a hands-on review. Last checked 2026-11-04.

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