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Best Application investment portfolio Apps | Panload

Portfolio Optimizer

2015-11-22
+7    Portfolio Optimizer (Portopt) uses Modern Portfolio Theory (MPT) to optimize your investment portfolio. MPT is a mathematical theory, invented by Harry Markowitz, that earned him the Nobel prize in economics. MPT is often used in the financial industry to find ...    927 kb    Views 4480
0    This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ...    30 MB    Views 856
+11    Special Holiday Promotion 20 OFF Stock Investment Guru is an intelligent and sophisticated, yet simple to use and elegant app that quickly analyzes your stock portfolios and individual stocks in 23 countries and helps you make better investment decisions. PRACTICAL and ...    4 MB    Views 5830
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+1    MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ...    23 MB    Views 6539
Related Apps ipad investment portfolio view information advisor pricing financial top date
+5    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    9 MB    Views 3208

MyStock Pro

2015-08-14
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+13    Your Stocks. Your Money. Track how your investment portfolio is performing in a value that means something to you. Find your stock on any market in the world, enter the quantity you purchased and the value you purchased it for and see ...    8 MB    Views 1125
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+10    Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thoughtprovoking analyses and practical techniques in institutional investing. It offers cuttingedge research on asset allocation, performance measurement, market trends, risk management, portfolio ...    6 MB    Views 9999

StockRadars

2015-08-09
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+6    เนื่องจากข้อมูลที่ถูกแชร์ ให้นักลงทุนได้รู้มีมาก ไม่ว่าจะเป็นจากตลาดหลักทรัพย์, ข่าว หรือข้อมูลที่ถูกเผยแพร่จากสถาบันต่างๆ ซึ่งการรู้มาก นั่นดีมากอยู่แล้วครับ แต่ส่วนใหญ่ข้อมูลเหล่านั้นไม่ได้เข้าถึงได้ง่าย หรือ ไม่ได้ถูกแสดงผลให้ง่ายต่อการเข้าใจ นั่นทำให้นักลงทุนมีปัญหาในการใช้ข้อมูลทั้งหมด เพื่อมาวิเคราะห์กับหุ้น 1 ตัว และสำหรับการเลือกหุ้น และเลือกราคาที่ต้องการจะซื้อหรือขาย พวกเรามักจะวิเคราะห์ต่างกันครับ บางท่านจะดูจากปัจจัยพื้นฐานของบริษัท อ่านงบการเงิน หรือบางท่านจะใช้กราฟราคา ดูประวัติราคาย้อนหลัง เพื่อหาสัญญาณที่มีนัยสำคัญเชิงเทคนิค และแน่นอนครับ หลังจากทำการซื้อ ก็จะต้องติดตามความเคลื่อนไหว ทั้งในมุมของข่าว หรือตามเงื่อนไขที่สนใจอีกด้วย นั่นทำให้เกิดการพัฒนา StockRadars ขึ้น เป็นเครื่องมือเพิ่มความสะดวกสบายให้นักลงทุน ทำให้การลงทุน เป็นเรื่องง่าย สามารถเลือกหาหุ้นที่มีนัยสำคัญตามที่ตนเองสนใจโดยใช้เวลาน้อยลง เปรียบเสมือนเรดาร์ตรวจจับหุ้น ที่จะตรวจจับการเคลื่อนไหวเด่น ๆ จากการเคลื่อนไหวของราคา, การเปลี่ยนแปลงปริมาณหุ้นของผู้บริหาร หรือ การเปลี่ยนแปลงปริมาณหุ้นที่ทำการซื้อขาย เช่น หุ้นที่ทำ ...    57 MB    Views 4311

Mobius Wealth

2015-04-10
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+21    Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ...    5 MB    Views 7433

mNivesh

2015-08-26
-3    mNivesh is a FREE app for Investors to track their investment portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly. Key Features of mNivesh 1. Family Portfolio Check updated ...    14 MB    Views 6858
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-2    SUMMARY Schwab Intelligent Portfolios™ is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio– so you don’t have to. And unlike other investment advisory services, there are no advisory fees, commissions or account service fees ...    7 MB    Views 920
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+4    The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ...    24 MB    Views 7367
Related Apps investment weight time finance stock portfolio risk yield stocks portfolios calculate ratio database save
0    MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ...    23 MB    Views 105
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+21    Make better investment decisions with the collective intelligence of our community. Our Watch, iOS, and web apps connect to all your investment accounts, for free. Gain insight into your portfolio and see how your investments compare to your peers and ...    43 MB    Views 3395
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+3    Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ...    4 MB    Views 5265

CIP Mobile

2015-05-01
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+3    CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ...    NAN    Views 4090

Envestnet

2015-05-03
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+4    Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ...    195 kb    Views 9900

Mgd Ops

2015-06-28
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-3    Securities America Advisors, through Managed Opportunities offers a turnkey platform to help independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of ...    2 MB    Views 7284

Bolero for iPad

2015-09-03
+4    Monitor the stock market and your portfolio in real time and don’t miss any investment opportunity with the quick and easytouse Bolero iPad app. React instantly to important stock market news and invest securely in a broad range of shares, ...    NAN    Views 3774

Covered Calls

2015-09-03
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+1    Covered Calls is both a portfolio manager for tracking Covered Call positions as well as a Quick Analysis calculator to evaluate the return on investment (ROI) for dynamically inputted values. The portfolio details view shows return on investment for the ...    830 kb    Views 7935
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+2    Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ...    18 MB    Views 2396
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-3    Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ...    NAN    Views 8100
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-7    The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ...    3 MB    Views 7286

Fondsenplatform

2015-02-13
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+11    Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ...    NAN    Views 6322

Investrack Prof

2015-09-15
0    Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ...    5 MB    Views 5467
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0    Acorns is an app, FREE to download, that invests your spare change from everyday transactions into your very own diversified portfolio. You can easily get started in minutes: anytime, anywhere. · Intelligent Investing · A simple and intelligent automatic investment system not ...    20 MB    Views 4671
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+10    The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ...    4 MB    Views 9910
+7    Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ...    33 MB    Views 2168

Wealth Engineers

2015-12-03
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+4    24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ...    8 MB    Views 2894

CBC-Invest

2015-04-21
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+4    Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's CBC Invest in a nutshell. If you're a CBC Private Banking client, you have a CBC Premium Banking Wealth ...    12 MB    Views 2456
Related Apps ipad investment portfolio view information advisor pricing financial top date
-6    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 3919
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-9    DailyFinance Portfolio is the easiest way to manage your investments. Sync your investment accounts and track all your stocks, funds, 401ks, and IRAs in realtime, in one fast and secure app. Powered by SigFig, a leading investment portfolio and advice ...    9 MB    Views 1195

TradeAlert

2015-11-15
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+2    Mr. Robert Lichello, (Sep 12, 1926 – Feb. 01, 2001), in his book “How To Make 1,000,000 in the Stock Market” created a mathematical investment method for the Stock Market that he called Automatic Investment Management or AIM. This method is ...    4 MB    Views 8541

Portfolio Register

2015-12-13
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+8    Do you feel the need to organize your stocks and funds portfolio in a simple and an organized way? Do you find it difficult to keep a track of the loss or gain earned on a particular stock investment? Are ...    20 MB    Views 5223
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+29    The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ...    NAN    Views 2868
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+2    RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper and other digital assets via accurate ...    17 MB    Views 6124
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+1    The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on: • Performance • Asset allocation • Risk stats • Economic indices and more, The world of portfolio management has become that much more accessible; ...    3 MB    Views 129

DBS Fund Tool

2015-05-30
+23    DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ...    4 MB    Views 7796
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+27    With Stock Signals Pro you can followup your investment portfolio and keep track of the different stock exchanges. Stock Signals Pro offers a simple and intuitive userinterface to help you in managing your portfolio. The purpose of the app is 2fold: a) ...    3 MB    Views 3832

AssetMark Advisor

2015-06-08
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-9    Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ...    37 MB    Views 610

TradeSmart

2015-01-07
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-2    TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ...    1 MB    Views 2362

Portfolio Lab

2015-08-23
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+30    Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals.    47 MB    Views 4976
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-2    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 1892
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+7    Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ...    18 MB    Views 3222
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-2    DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates. 
Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ...    13 MB    Views 8737

QStocksTracker

2015-02-22
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+10    With Q Stocks you will be able to stock tracking to increase the value of your investment portfolio. Manage the value of your portfolios and trading signals in any currency using advanced interactive graphics.Customize the application and manage your stock ...    4 MB    Views 5274
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-3    Love George Soros? Enjoy his investment style? Want to stay up with George Soros? If so, then this is the app for you George Soros Tracker The Ultimate Fan App Your news source to follow George Soros. "The Man Who Broke the Bank ...    17 MB    Views 7132
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-3    1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ...    12 MB    Views 1999

mCCRC

2015-10-21
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+1    Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ...    3 MB    Views 7888

Mobile Portfolio

2015-11-12
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+7    Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ...    1 MB    Views 1867
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0    The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ...    NAN    Views 2345

AJ Bell Youinvest

2015-09-03
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+27    Please be aware that by downloading this app you are agreeing to the AJ Bell Youinvest Dealing App Terms and Conditions. The AJ Bell Youinvest app helps our existing customers to buy and sell investments on the move. The app is available ...    NAN    Views 2383
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+3    Golden Eight's mission is to offer to everyone high profitable investment opportunities without requiring financial knowledge and high account minimums. Our algorithms will take care of trades for you, managing automatically your diversified portfolio of spot currencies and commodities. We make ...    6 MB    Views 655
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-4    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 1435

Aspiriant Connect

2015-06-11
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-7    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 2334

AlphaGlider

2015-10-28
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+14    This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ...    3 MB    Views 5462

T-Advisor3.0

2015-07-13
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+9    TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ...    9 MB    Views 3103

Moj portfelj

2015-12-13
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+19    A portfolio of your investments is with you each/every moment. Application Moj portfelj is the ideal tool for a quick overview of the entire portfolio of your investments. Before using the mobile application Moj portfelj you have to register and enter a ...    4 MB    Views 3522

Glassman Wealth

2015-06-16
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-6    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 9016

Dogs of the Dow

2015-02-18
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+1    With this new DOGS of the DOW App: investing in North America's easiest, most popular & consistent investment strategy just got easier. Stresstested with over 100 years of proven performance, the Dogs of the Dow strategy has shown that anyone can ...    7 MB    Views 1942
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