Category | Price | Seller | Device |
---|---|---|---|
Finance | Free | Richard Silverman | iPhone, iPad, iPod |
In addition, you can use Stocks powerful PDF report generating capability, to print a summary of all portfolios, or a specific equity to get its totals across all your accounts. Stocks will also generate an accurate IRS Form 8949 so you can see all capital gains/losses (both Short and Long term) encountered so far in the tax year.
Features
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• Create portfolios for each of your accounts and see consolidated real-time value and value change.
• Portfolio's support the purchase and sale of date and price accurate partial lots for accurate IRS Form 8949 generation.
• View real-time charts for stocks, mutual funds, indices.
• See earnings and ex-dividend dates, projected earnings, and whisper numbers. ExDividend dates are color coded for date-accurate eligibility.
• Get news by individual equity or portfolio. Add news items to the News Reader for later reading
• Get market commentary, advice and opinion on the indices tab.
• Watch charts as a playlist. Perfect while commuting.
• Interactively swipe through portfolios or stocks without extra navigation steps.
• Globally split a stock or change a stock name.
• Always see the remaining time to the next market open or close.
• Foreign users can view portfolio value and change using real-time FOREX rates and see value including arbitrage since purchase.
• Four background color themes.
• Backup & restore privately to your personal email account....and much more.
Expanded Feature Description
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Real Time Charts:
▹ View real-time stocks, mutual funds and major indices
∙ ∙ ▹ See bar or line charts
∙ ∙ ▹ 50/200 day moving averages
∙ ∙ ▹ Periods from real-time, up to 5 years
▹ Efficiently swipe through portfolios or stocks
▹ Hit "Play" to watch a play-list of charts:
▹ A timer always let you know how long until the next market open or close.
Portfolio Management:
▹ Enter multiple lots per-equity for a real-time snapshot of value, change, and CAGR during the trading day.
▹ Buying and selling stocks is easy:
∙ ∙ ▹ Sell (or cover) any lot and see portfolio changes immediately.
▹ Powerful Portfolio Editing
∙ ∙ ▹ Change portfolio names
∙ ∙ ▹ Freely re-order, add, and delete stocks, lots, and portfolios
▹ Add personal commentary in the Notes dialog for each equity and lot.
Reports
▹ PDF reports can be eMailed or printed
▹ Generate year-end IRS Form 8948 at any time to see tax liability.
▹ Generate complete portfolio or equity reports for a hardcopy picture of gains and losses.
Earnings and Ex-Dividend Dates
▹ Sort within a portfolio by date, ticker or % dividend
▹ ExDividend dates are color coded (green if eligible to qualify for dividend, red if expired and black if future estimate)
News and News-Reader:
▹ See top news articles for an entire portfolio, or drill-down to see older news items for a single holding.
▹ Get a wide variety of market commentary, advice, and opinion on the Indices tab.
▹ Add news items to the News-Reader for later reading
Research:
▹ Use the Quotes tab to research individual stocks, and easily add a new finding to an existing or new portfolio.
▹ Get detailed information on stocks including statistics, dividends, and pay-dates.
Backup:
▹ Backup and restore your information easily. It's free and private too.
Currency Conversion for Foreign Investors
▹ Enter cost and commissions using your regional currency
▹ Portfolio values use real-time FOREX rates based on the original USDollar cost so you can see arbitrage over time.