Stocks RT, Portfolios & Reports in Real Time 3.20.03



Publisher Description



'Stocks' is perfect for anyone who wants to see their consolidated real-time values and events from multiple investment accounts. For example, create a Fidelity and TD Ameritrade portfolio in Stocks that contain your exact purchase date, quantity, and price of equities from each. Once entered, you can easily monitor consolidated totals, news, see summaries of upcoming earnings and ex-dividend dates, and easily see charts from real-time to 5 years. 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 ------- 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 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.

Requires iOS 7.1 or later. Compatible with iPhone, iPad, and iPod touch.


About Stocks RT, Portfolios & Reports in Real Time

Stocks RT, Portfolios & Reports in Real Time is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops Stocks RT, Portfolios & Reports in Real Time is Richard Silverman. The latest version released by its developer is 3.20.03.

To install Stocks RT, Portfolios & Reports in Real Time on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2014-09-10 and was downloaded 5 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Stocks RT, Portfolios & Reports in Real Time as malware if the download link is broken.

How to install Stocks RT, Portfolios & Reports in Real Time on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the Stocks RT, Portfolios & Reports in Real Time is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After Stocks RT, Portfolios & Reports in Real Time is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 5
Updated At: 2024-03-27
Publisher: Richard Silverman
Operating System: Ios
License Type: Free