InvestControl - Stocks/Investment Portfolio
by: Acquasys • 359
InvestControl is a powerful portfolio manager which combines many features in a compact and friendly solution designed for investors who wish to keep track of their assets while on the go.
InvestControl goes far beyond simple stock watchers go and allows you to build portfolios with different types of investments, including stocks, bonds, foreign currencies and mutual funds, maintain records of prices and transactions, be alerted on price changes, relevant news and events, track goals and much more.
InvestControl gives you instant answers like:
- How are my investments performing today?
- What is the market value of my portfolios?
- How and where are my assets allocated?
- How risky is my portfolio?
- What are the news I should know about?
- How close am I from my investment goals?
Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currencies (including Bitcoin), real estate and generic investments.
Depending on asset type, prices can be obtained automatically from a quote provider, entered manually or even extracted from web pages.
Transactions like buys, sales, transfers, dividend payments and taxes/fees can be entered manually or imported from CSV files. Monthly recurring transactions like regular deposits and fees can be scheduled.
Asset summaries include total buys/sales/dividends/fees, current value, realized gain/loss, annual return, average/break-even price, current yield/yield to maturity (bonds), ITM/OTM indicator (options), latest transactions and news, upcoming events etc.
Supports multiple portfolios with unlimited assets. A detailed graphical report is provided for each portfolio, including market value, total gains and losses, type/risk/institution allocation, liquidity, annual returns, monthly deposits and value projections. A summary view shows consolidated info from all portfolios.
Goal tracking: set target amounts and dates for each portfolio and track the remaining value and time until you reach them.
Assets can be filtered by type or status (owned only, losses, gains).
The built-in news aggregator downloads and filters only the news that are relevant to your portfolio. Several channels like CNN and Reuters are provided, and you can easily add more from any RSS feed.
Alert notifications can be programmed for changes in prices, market value or gain/losses, for each asset or for specific portfolios. After triggered, alerts can be automatically inverted or adjusted by a certain value or percentage.
The Financial Agenda keeps track of relevant events and reminders for each asset, like expiration/maturity dates, IPO dates, payout dates etc.
A graphical simulation tool projects the future value of your portfolio based on variables like period, return rate, inflation, monthly deposits etc.
Home widgets are provided for a quick overview of your portfolios, assets, latest news and upcoming events.
Asset/portfolio summaries and transactions can be exported to compatible apps like Gmail, Google Docs, Evernote etc.
Built-in password protection and backup to Dropbox / Google Drive.
Android Wear and Pebble apps allow you to have your portfolio on your wrist.
Several customizations are possible, including periodicity for automatic updates, currency, inflation rate, number format etc.
Data is stored locally on device for total privacy. No recurring server fees involved.
When installed, InvestControl runs in trial mode for 20 days, allowing you to fully evaluate it. After this period you can purchase a license key to continue using all features (search for "InvestControl License" for more information).
Please use the contact e-mail for bug reports, questions or suggestions, so we can respond as necessary. If you like InvestControl, please leave your rating here. Thank you!
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