PortfolioPerspective

PortfolioPerspective

  • Category: Finance
  • Release Date: 2019-01-10
  • Current Version: 1.5
  • Adult Rating: 4+
  • File Size: 7.78 MB
  • Developer: Daniel Manteufel
  • Compatibility: Requires iOS 11.4 or later.

Description

This is an app for long term investors who want to keep one or more portfolios of stocks and ETFs in balance. ENTER YOUR POSITIONS You enter your stocks and ETFs along with the number of shares. The app automatically looks up the price. SET TARGETS You set targets for what percentage of your portfolio each individual security should be. When you go out of tolerance, the app will let you know which ones are too high and which ones are too low. EXAMINE YOUR BALANCE See all the details of your amounts and targets in the Detail View. Get a quick look at which positions are closest to their buy and sell thresholds in the Bar View. Or see an overall picture of your balance in Pie View. Go to the Analyze screen for further information about your Sector balance and your Total Target percentage. GET NOTIFIED You don't spend all day watching your stock prices change. The app updates your prices in the background and lets you know when you go out of tolerance. SUBSCRIPTION DETAILS A Full Access subscription unlocks the ability to add more than three securities to a Portfolio Document. At confirmation of your purchase, payment will be charged to your iTunes account. Your subscription will automatically renew unless auto-renew is turned off no less than 24 hours before the end of the current subscription period. Your account will be charged for renewal within 24 hours of the end of the current subscription period. Automatic renewals are at full price. You can manage your subscriptions or turn off auto-renewal in your Account Settings on the App Store. Terms of use and privacy policy are at www.mandevilprogramming.com.

Screenshots

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