Active Portfolio with Alerts
4.5

Active Portfolio with Alerts

  • Category: Finance
  • Release Date: 2014-03-30
  • Current Version: 2.7.3
  • Adult Rating: 4+
  • File Size: 40.11 MB
  • Developer: Mobile Interactive LLC
  • Compatibility: Requires iOS 9.0 or later.
  • Rating Count: 4 499

Description

High-performance portfolio tracker that supports stock, options, mutual fund and cryptocurrency. Super Fast and Easy-to-Setup portfolios with Augmented Reality (AR). Allow management of multiple portfolios and tracking of the value, performance, profit, loss, and changes in real time with tons of powerful tools and charts. Pre/After market hour included. Plenty support for trading options. Fast loading options chain, current implied volatility, and advanced options strategies setup with various built-in strategy templates. It comes with stock price alerts, various portfolio alerts based on portfolio's value, and alerts of news, earnings, dividend, portfolio summary, top mover, SEC filings, insider trading, options expiration of holding positions in portfolio. You can get very personal with this app: take your own research notes, set password and touch ID for your portfolio access, customized background image for each portfolio, easy to adjust the contents and display order for the holding positions, cloud-based platform to sync your portfolios among multiple devices, and much more! Plus, this app provides you rich stock research information, e.g. Advanced stock charts with dozens of Technical Indicators, Analyst Rating, Insider Trading, SEC Filings, Extensive Key Financial data, Company Profile, Competitor List, Institutional Holdings, ETF Holding, Short Interest, & many more. 360 degree tracking and research on your existing and future picks, all at your fingertip! This app is a must! POWERFUL PORTFOLIO ■ Manage multiple portfolios ■ Live tracking & instant reporting ■ View portfolios with AR ■ Touch ID & Passcode protected portfolio access ■ Push Notification of Price Alert, alert on portfolio's value, gain, & loss ■ Auto Refresh ■ Cloud Sync ■ Aggregated News ■ Stock, Options, and Built-in Options Strategies Templates ■ Quick setup of complex options strategy ■ Organized portfolio positions layout ■ Detailed portfolio positions' Gain / Loss and summary ■ Optimized and Expedited Portfolio Gain / Loss computation ■ Foreign Currency Supported - supports 14 major World Currencies ■ Multi-Chart View of stocks in a portfolio ■ Sector Analysis of Portfolio holdings COMPREHENSIVE STOCK RESEARCH ■ Live Advanced Stock quotes ■ Pre / After Market quotes ■ AI Based Fundamental Score ■ Technical Score & Analysis ■ Advanced Chart with multiple TA Indicators, automatic Fibonacci lines, Moving Average, Price Band, Overlays, chart themes, etc ■ Analyst Rating ■ Stock News ■ SEC Company Filings (e.g. S-1, 8K, 10K, etc) ■ Automatic symbol completion ■ Extensive Financial Information & Key numbers ■ Company Profile ■ Insider Transactions ■ ETF Holdings BUILT-IN OPTIONS STRATEGY ■ Covered Call ■ Call / Put Spread ■ Butterfly ■ Straddle ■ Strangle ■ Collar ■ Iron Condor ■ Calendar Spread ■ Diagonal Spread ■ Married Put ■ and More... ADVANCED OPTIONS SUPPORT ■ Live Options Chain ■ Current Implied Volatility ■ In-The-Money options identification (live quotes could be delayed for 15 mins) Optional Subscription Premium Plan with fast portfolio loading, portfolio alert, options support, advanced chart, etc - Auto-renewable subscription is optional - Length: Monthly - Price: USD 2.99 / USD 19.99 - Payment will be charged to iTunes Account at confirmation of purchase - Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period - Account will be charged for renewal within 24-hours prior to the end of the current period - Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase - No cancellation of the current subscription is allowed during active subscription period - Privacy Policy http://www.mobileinteractive.com/privacy - Term of Use http://www.mobileinteractive.com/term-of-use/ Contact: appsupport@mobileinteractive.com

Screenshots

Reviews

  • yes

    5
    By Carlos20188
    yesss
  • Signing in

    3
    By Me@711
    You don’t like valid email, username or passwords Best, JP
  • Responsive

    5
    By Highplainscat
    This is app is mobile friendly and mobile responsive. The design continues to improve .I appreciate the ease of changing stock positions and pricing.
  • Good alternative to Bloomberg

    5
    By 4167
    Like other reviewers I switched to this app after Bloomberg released a Dec 2016 'upgrade' and ruined their excellent mobile app, particularly the Watchlist function which was a primary reason for using the app. This is an excellent substitute and keeps track of my portfolios very well. A suggestion is to add a one-screen summary of each portfolio with one line for each holding showing daily changes, etc -- exactly as Bloomberg had. This would allow a quick overview of holdings. If you need more detail then you could drill down to an individual stock. It will make a good app even better. This is not a complaint only a suggestion -- there are so many great features in this app. Congratulations to the team that created it.
  • Very helpful

    4
    By WeirdBugie45
    Now I know how to make money on my own
  • 😤😤😤😤😤

    4
    By JMH trust
    My total profits and losses keep getting mixed up and screwed up. Your note said I could get up to 20 additions to my original account I don’t think I added hardly any maybe four or five
  • Great Service for the small investor

    5
    By Rl Jeffers
    I have found the Active Portfolio to be a great tool for managing my investments. I am retired and manage my own portfolio. The TA and FA scores have been very predictive based on my experience. I had contacted the developers about adding a ranking of the TA and FA scores by high to low or low to high scores. It was just added and a great improvement. I was very impressed that input was considered and acted upon if it makes sense. So thanks for the great app. I have started investing using a robo broker with the concept of investment pies (sectors). I have already started setting up my portfolios by each of the pies. It gives me significant quick analysis of every sector as measured by the individual stocks in the sector which I fully manage. A great tool for the cost annually (top level for me) and I have recommended to all my friends.
  • Great. !

    5
    By Gene McCoy one
    I have tried all the portfolio tracking apps. Yours is the best, easiest to update with consistent results. An instantaneous total value Of portfolio at any time.
  • Great way to view your overall investments and super simple! It’s just “meaningful data”...

    5
    By S&P 500 Company User
    Simple and meaningful
  • Awesome app

    5
    By ABaigrie
    Bitcoin, you can even load money foreign currencies in the stock section. Eg. GBPUSD=X, you could load your GBPs and it would track the dollar value!
  • Great tool

    5
    By JRAMarathoner
    Easy to use and great analytics to use
  • Capital gains and losses

    2
    By GLCliff
    The program does a poor job of allowing you to track your buys and sells. It allows you to add stocks purchase and the buy price, but you can not record sales and their prices.
  • Was liking it until...

    4
    By neosho59
    This was a great app for tracking my portfolio it was 5stars for the year I’ve been using it. In the last week it keeps crashing at launch and I’ve emailed the developer twice in the last week with no reply. Would love to keep using it but....
  • Track stocks

    1
    By Putter0524
    I want to add several sticks and I’m limited on what I can put in. Or, it’s to hard for me to figure it out.
  • Great App!!!!!!!

    5
    By blondag27
    Love this app!!!!!!! Would like a place to put bond holdings in though. Also, It would be nice if there was a “Other Assets” section to put the estimated value of assets that don’t have a fixed value, like real estate or collectibles. Instead of an up-to-date quote, the user could type the value he/she believes the assets are worth. Thanks!!!
  • Portfolio

    1
    By alkykil
    Lousy.
  • Possibly very good

    3
    By TexasBubbles
    I’m a new user and have no idea if they have any customer support or where they may go wrong, but so far this looks like an exceptionally helpful portfolio manager.
  • Awesome app

    5
    By Papa12782
    I use this daily and it is accurate and very informative and the news feed is great giving real news and timely!
  • Otz 19

    3
    By Otz 19
    Great app. Easy to use. A little pricey for what you get. I thought in the first upgrade would of giving you more data.
  • Where did my holdings go?

    4
    By Mass Gardener
    I opened the app earlier to check how the market did today and see what my portfolio was doing, and all was well. Now a few hours later when I checked again, most of my holdings had disappeared from my portfolio. I'll wait a while to see if things correct themselves, but if not it may be time to go look for a new app. Update -- whatever the issue was seems to have been resolved. All of my holdings are now showing up again!
  • Not very reliable

    2
    By Joseph Lee Ropert
    Portfolio doesn’t load. Status just spins and spins. I had to delete app and reload.
  • Difficult

    1
    By LarryNe
    I was able to enter one stock from my portfolio and couldn’t find a way to add other stocks.
  • Doesn’t work

    1
    By Peterskine
    After entering stocks date and cost app does nothing
  • Broke

    1
    By Former user#5000
    Latest update today broke the app completely. It can’t connect to its servers and says to check my internet connection. Guess what - everything else on my phone still works fine with the internet, so I know it’s the app that’s broken!
  • Robert

    5
    By 11RB--
    Love it!!
  • No stock display

    4
    By Magerlina
    I get the first stock detail but none of the rest. Still works great on my iPhone but not on my iPad. Tried rebooting but it looks like I’m going to have to redownload. Randy
  • I’d give it 5 stars for a bigger font

    5
    By Terence.JEE
    Please, guys, find someone over 50 and put them in your QA department. Just a few more pixels. That’s all I ask.
  • No link to TDA

    1
    By zxwta
    Cant download from TD Ameritrade Account
  • Add stock buys

    1
    By L. A. Quasius
    As you can see I have several accounts but cannot add stock buys to these different accounts. I also have one additional account to add. How can I do this?
  • Not enough

    2
    By Captain UA
    The app does not allow for multiple accounts. It does do a good job in investment information.
  • Need Face ID

    3
    By SAE-FL
    Better mutual fund updates
  • Love tracking multiple portfolios separately

    5
    By Shakh666
    Love the visual features and the fact that I can track multiple portfolios separately and I also like the fact that the app provides the FA and TA scores. I love the pie charts that it shows allocation to different positions. This is really helpful to me. Also like the news I get for portfolios separately
  • Unreliable...

    2
    By N H T
    Part of my portfolios don’t load, the shares and other details are there, but do not calculate into totals... And each day it changes, I will get a full read out, and a day later elements are missing again... just unreliable...
  • Missing current values

    1
    By Lbgreitzer
    Often my valuation is very low because some of my positions are missing their current value.
  • App does not open and crashes frequently

    1
    By notchpop
    App crashes and does not open.
  • Too expensive.

    1
    By BornInTheBX
    Don’t be lazy, do your own research.
  • Stock tracker

    5
    By BillZee49
    Excellent app easy use why apps from google I like Stick tracker not apps
  • Unhappy

    3
    By Xzt1
    I switched over to this app to manage my various portfolios after Bloomberg screwed theirs up. I think this one is even better, but unfortunately, they are very slow at times getting all of the information posted. It’s been two full days and I am still missing information on some of my accounts. I had previously given this app a five, but the reporting seems to have changed.
  • NOT FOR MUTUAL FUNDS

    1
    By CAPTAIN MORGAN #1
    Portfolio view only shows the mutual fund ticker symbol, NOT THE NAME OF THE FUND. Good luck figuring out how each fund is doing if you have more than 4-5 funds to track. Also does not update fund prices on a regular basis. GET YAHOO MONEY INSTEAD. FREE AND EASY TO USE.
  • Very poor

    5
    By gcmect
    Perpetual connection issues
  • Doesn’t work

    1
    By DesMoinesIowa
    Loaded all data in app. Had to buy premium to include everything. One day later app won’t open. Fills screen on iPhone XS and then closes immediately. I’ve rebooted phone and toggled settings in General. Still won’t open. No response from inquiry to customer support. Useless.
  • Great for Normal Buying and Selling

    3
    By idontneedanickna
    Like the title says, this app is great if you regularly buy and sell stocks (sort of). It can easily show you your positions and current values in an easy to see fashion and is very fluid overall. My only concerns (maybe I’m just doing something wrong or it might be a premium feature?) is that when a cash holding is added to a portfolio and then a stock is bought, the money is not removed from the cash holding; this forces me to constantly “Modify Position” to update the cash value manually. My suggestion is to have a “check” mark to be able to add or withdraw funds to and from the cash holding whenever a trade is made in case the funds are in the same portfolio. Another is when covering a short sell. For some reason instead of adding money to the cash holding, it subtracts the full amount (I short a stock for $100, it goes down to $95, I cover, my cash holding will now be -$95 instead of $105). It’s able to show profit correctly when shorting, but it’s only when closing a position this occurs. Shorting also affects the total current value of the portfolio. If I have $100 long and $100 short, it will show as $0 in total instead of the current market value of the positions. My last concern is there is no commission for adding a position. There is a commission option when selling (which you could just add the opening and closing commissions), but it would be much simpler and streamlined to just be able to include commissions when adding a positions. Overall, it’s a great app (I have not tried the premium features) with great graphics and information for what I need, but these things really hurt it for me.
  • Ads

    2
    By Listening Fan
    To many ads and quirky operation!!
  • Worth it

    5
    By drilonaa
    Great app to track your portfolio performance
  • Active portfolio

    1
    By rk3657
    Enough with the subscription screens it’s a nice app and u ruin it trying to make an extra buck....
  • Worthless

    5
    By Mijobo
    Can’t even get a pie chart without paying $199 yr. Found other apps better equipped. Trying to figure out how to drop my subscription on this one but they make it tough
  • Limited

    2
    By Bob355257
    Apparently can’t have more than approx 20 positions without paying for an upgrade
  • Does not work

    1
    By Hem/OncDoc
    For approximately one month now some mutual fund closing have been inaccurate or are randomly entirely absent resulting in an investment with a zero total value. I have emailed technical support several times about these issues and lately have not gotten any response as to when this issue will be fixed. Useless, as it is currently working. Do not waste your money, you will not get accurate results. Especially disappointing since it used to work properly. Company does not seem to care anymore! If you are serious about keeping track of your investments, this program is currently incapable of accomplishing that goal.
  • Where did they go?

    2
    By Insearchoffund
    Lost two funds in my portfolio...

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