Active Portfolio with Alerts
4.5

Active Portfolio with Alerts

  • Category: Finance
  • Release Date: 2014-03-30
  • Current Version: 2.6.3
  • Adult Rating: 4+
  • File Size: 60.45 MB
  • Developer: Mobile Interactive LLC
  • Compatibility: Requires iOS 9.0 or later.
  • Rating Count: 4 193

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

  • 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.
  • Otz 19

    5
    By Otz 19
    Great app. Easy to use.
  • 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

    1
    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...
  • Random positions not calculating

    3
    By Angry Arlo consumer
    Ok
  • Not getting better

    1
    By weltingaway
    I have used this app for about a year on two different devices. It was working great for my needs at first, then the updates started coming and the app started going downhill. I was getting incorrect data during the day and yesterday only partially updated my data and today, nothing. After the latest update, the daily profit/loss data does not update. A little on the ironic side, but one of the ads shown on this app is for Yahoo finance. Update: 1/8/19.....4 of my 5 mutual funds were updated, my year to date percentage does not show up. No problems yesterday.
  • Crap, save your money

    1
    By John towns
    This used be be a very good app but they changed servers and now it can no longer track or update mutual funds, frustrating and no longer needed, you can track stocks with lots of better apps than this one.
  • Rip off

    1
    By jprdh
    This app auto subscribes you whether you want it or not!
  • Not free any longer

    1
    By Mn. Willow
    Site used to be free to add multiple stocks. Now they charge to add more then one entry No longer worth it. Thumbs down, look elsewhere
  • Mutual fund Prices not updated consistently

    2
    By Another Valveguy
    There appears to be a recent issue in which the prices are certain mutual funds are not updated daily, or correctly.
  • Index funds

    1
    By ValpoLady
    None of my index funds, such as VTSMX, are valued at the end of the day. All the valuations are several days old. Never know how much profit or loss I have on a daily basis. This app is crap.
  • Bad reporting

    2
    By sam free 5
    Site worked well in the beginning how now fails to update portfolio
  • My portfolio tracking

    3
    By now it wont take my nickname
    Having a hard, hard time trying to get the App to work. Have used this for years (free) now signed up for “ Active Portfolio with Alerts” $2.99/month. And now nothing repeat nothing works.
  • Stopped working

    1
    By rossgazzz
    I have this app on both my IPad and phone and it simply stopped updating daily prices on both, rendering it useless.
  • Not updating daily, again!

    1
    By asdfghgffddfgggh
    Use to show daily loss/ gains, quit working several week ago
  • Seldom updates

    5
    By rs perch
    Seldom updates.
  • Not reliable

    2
    By ltmelvu7
    Recent updates are horrible. Unable to provide correct daily performance for our portfolio. Having issues pricing daily change in price for mutual funds.
  • App has had wrong information lately

    2
    By Rem8694
    Stock prices, price change etc has been wrong lately. Things arent updating. Funds are showing no change. NYMX last week told me i made $55000 in a day, showed stock price at $1.87 and an increase of $1.87. This was wrong. Glad I didnt sell based on this apps tracking of my portfolio. Please fix it
  • dave

    1
    By beebo78
    Awesome!
  • Owner

    1
    By xapzt
    No stars!!!!
  • Not updating prices

    2
    By Kstone055
    I used this app for over a year. It was ok but the past couple of months failed to update the some stocks prices.
  • Easy set up but....

    1
    By becckyww
    Switched to iPhone and needed to change my portfolio app. Easy setup but won’t update daily changes. Still giving me values from 3 days ago. Updated momentarily last night then back to original. No way I can see to contact anyone....
  • Do Not Upgrade!

    1
    By Too Tall Kenney
    As with so many apps, there is an unrelenting attempt to get a user to upgrade (pay). In the case of this app, the price to upgrade is ridiculous.
  • Recent Portfolio app Updates

    5
    By Trade Wins
    I really like the recent portfolio app updates. Much appreciated.
  • Very good

    5
    By MDIRADS
    Great app. Use quite often for reliable options quotes. If you're an active options trader, this app is a must-have! Excellent customer support. Prompt email replies.
  • 1Tracina

    5
    By 1Tracina
    Exhilarating and challenging...to say the least!!
  • Having problems

    2
    By 55andkicking
    Lately this program has not been giving daily updates to my portfolio.
  • Not good right now

    1
    By jdunhappy
    My program is not working and has not been for most of the past week! I received a message that there was problems, but nothing fixed or further notifications sent as to why????
  • No longer computes daily change

    1
    By TedGamble
    The app has stopped computing the daily change on portfolios. Huge disappointment. It used to work flawlessly.
  • Unable to update

    2
    By Dugger65
    Three or four times in past week my portfolio,doesn’t update. Right now on Wednesday it doesn’t show any change from Monday after the bid down day on Tuesday. Very disheartening
  • Multiple devices

    1
    By Bubba691iiyy
    I’ve used this app for several years, but, lately, it simply has trouble updating stock and mutual fund prices. It has been frozen on prices for several days and attempts to contact the developer have not resolved the problem.
  • Issues

    1
    By Fimmyb
    The last few weeks the portfolio quit updating, to the point I deleted the app, and then re-downloaded it, but the same problem persists. Guess I will look for a completely new app to track my Stocks!
  • Quotes incorrect

    2
    By chavan40
    Sorry to say this app has gone from good to poor. Tracking my stocks no longer possible as stock prices are incorrect. Will look for a better app.

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