Best Investment Portfolio Tools Apps

強積金*好幫手(精簡版)

2015-06-13

+8 MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ... NAN Views 5803

8.7

Investrack Pro

2015-07-10

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+12 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 3137

8.6

USA TODAY Money Portfolio Tracker for iPad

2015-02-04

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0 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

9.5

MCarloRisk

2015-12-31

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+10 Stock price / probability risk analyzer optimizer app for the common man. Now with portfolio support, pairwise correlation/regression analysis of daily returns, and portfolio optimization. Computes forward (price,probability) for your shareweighted portfolio. Unlike other folio optimizers, this code does not assume ... 748 kb Views 6415

9.0

USA TODAY Money Portfolio Tracker

2015-09-28

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+8 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

9.4

ClavisTrader

2015-09-06

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0 PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ... 7 MB Views 7614

9.6

DBS Fund Tool

2015-05-30

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+6 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

7.1

Client Portfolio Manager

2015-05-23

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+2 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

9.9

Journal of Portfolio Management

2015-02-17

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+1 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

7.0

Property Investor SP

2015-04-14

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+12 Property Investor Toolbox Property investment has never been so good. There are many good buys , opportunities abound. You have to know what you are doing. Property Investor gives you all the tools. They are designed for everyone to use ... 2 MB Views 1870

9.7

Investrack Prof

2015-09-15

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-9 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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9.3

WMP

2015-06-10

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-5 The VISION2020 Wealth Management Platform (WMP) is an integrated delivery of wideranging investment solutions, innovative advisory tools, and superior home office support. The platform empowers independent financial advisors to provide exceptional advice and strengthen their feebased practice. Powered in partnership ... 1 MB Views 9513

9.6

Portfolio mobile Pro - Stock Tracking & Market Analysis for iPhone

2015-09-18

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0 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 6266

9.0

ZT Wealth IRDB

2015-09-03

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0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

7.0

Portfolio mobile Lite - Stock Tracking & Market Analysis for iPhone

2015-08-01

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-1 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 9320

8.4

KBC-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 KBC Invest in a nutshell. If you're a KBC Private Banking client, you have a KBC Premium Banking Wealth ... 13 MB Views 604

8.6

Convergent Wealth Client Log In

2015-06-25

Related Apps ipad investment portfolio information view advisor date pricing top picture

-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 1736

7.2

Fondsenplatform

2015-02-13

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-5 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

9.4

Portfolio & Investment Conference

2015-06-07

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-7 The 2013 Portfolio & Investment Conference app. Please download the app to receive the latest information pertaining to this conference. You will receive access to speakers bios, the agenda and much much more. 16 MB Views 9244

7.4

Portfolio mobile - Stock Tracking & Market Analysis for iPad

2015-07-27

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+25 "... the single most featurerich title we’ve seen yet in the App Store with stocks in mind." 4 1/2 stars, The iPhone App Review Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any ... 6 MB Views 5924

8.8

mCCRC

2015-10-21

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0 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

9.5

Spectrum Live Capital Management

2015-01-14

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-3 Spectrum Live™ Portfolio Select is a transparent and flexible way of accessing a broader range of financial markets strategies. The Trading Pursuits Investment Services team actively manages a pooled Income Portfolio and a passive Cash Portfolio. The key feature of Spectrum ... 1 MB Views 6965

7.0

dough.com

2015-11-21

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+5 dough is a free app designed to make options trading simple. Whether you’re a beginner or a seasoned pro, dough’s revolutionary trader tools, educational resources and engaging programming take your investment skills to the next level. Become a smarter investor ... 33 MB Views 570

9.5

Investment Portfolio Creator

2015-04-01

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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

7.9

Top Stocks by MarketSmith

2015-08-20

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-1 Top Stocks offers both experienced and novice investors strong stock ideas derived from proven research—not opinions. For those wanting to truly understand stocks and the market, Top Stocks also provides a learning path to active investment research. Upgrading Within Top Stocks: By ... 26 MB Views 1279

8.2

Invest in Real Estate FREE Course zillowmania

2015-08-05

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+5 Free investing in real estate course We will teach you how to Invest in Real Estate and earn real and big money doing that like the smart investors. RealEstate investing property zillowmania Buying property as an investment is a big deal ... 4 MB Views 3332

8.0

Envestnet

2015-05-03

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+20 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

7.9

Investment Solutions Analyser

2015-12-07

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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

7.2

My Retirement Tools

2015-02-12

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+7 Manulife presents: My Retirement Tools a collection of tools that can help guide you to achieve the retirement lifestyle you want. The tools included in this application are: Savings calculator estimate how much you should save to reach ... 6 MB Views 4972

8.2

PortfolioView

2015-12-03

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-5 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

7.5

My Property Expert

2015-10-04

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+9 My Property Expert (MPE) was designed to help Australian Property Investors analyse their current Property Investment Portfolio and overlay any future Property investments to establish tax effectiveness, cash flows and future earnings. MPE believes informed property investment is a time ... 2 MB Views 4325

9.8

Stock Slots Pro

2015-12-10

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+28 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7348

8.9

iBank for iPad

2015-06-27

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-4 All your finances, at your fingertips For fast answers and great support including Live Chat, visit www.iggsoftware.com. “In a word, stellar. As good as, or better than, anything you’re using." — macworld.com "A serious financial application, comparable to anything on a PC." ... 13 MB Views 409

7.4

Bolero for iPad

2015-09-03

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0 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

9.2

AlphaGlider

2015-10-28

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-9 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

9.0

AssetMark Advisor

2015-06-08

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+16 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

8.4

Aspiriant Connect

2015-06-11

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+11 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

8.4

Billionaire Blitz

2015-08-27

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+14 Billionaire Blitz is the most addictive fusion of puzzle and strategy games. Link gemstones of the same color to mine them and make money. Upgrade the mining tools to make more money per gemstone. Invest the money into business and ... 28 MB Views 704

8.7

Risk Profiler

2015-10-18

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+3 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

9.1

TradeAlert

2015-11-15

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+19 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

9.3

Stock Trends

2015-06-01

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+1 Stock Trends provides users with invaluable tools that can assist in the decision making process of buying or selling a stock. This app is feature packed with tools that measure a stock's momentum, that will assist you in making the ... 4 MB Views 843

9.8

AXA Self-Investor – My Self Investor

2015-06-01

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-7 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

9.5

Kenjol SmartView

2015-09-14

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+12 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 945

8.4

StockStation: Real Time Stock+Option Portfolio Tracker and Market Screener with Alert

2015-07-26

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+2 StockStation is your answer for a comprehensive allinone market app and onthego solution to always be in touch with your financial interests The ultimate tools for RealTime Advanced Stock Quotes (Pre & After market) and Advanced Charts; Live News; Notes; ... 19 MB Views 5604

9.6

Stock Slots

2015-12-10

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-7 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7996

9.6

Portfolio Owl

2015-08-24

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+3 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

8.0

Stock Investment Guru

2015-08-08

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-5 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

7.2

Advisor View Portal

2015-04-28

Related Apps ipad investment view portfolio information advisor pricing top financial date

-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 ... 5 MB Views 7372

9.8

RegentAtlantic Client Portal

2015-12-03

Related Apps ipad investment portfolio view information advisor pricing financial top date

+11 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 6948

7.4

Bullion Investor App

2015-03-06

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+3 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

9.5

Thai Funds Today

2015-03-03

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+4 Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ... 16 MB Views 9195

8.5

Paramount Financial - PMTQuote

2015-02-28

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-8 Paramount Financial’s PMTQuote allows Equipment Vendors to prepare payment quotes for B2B customers. PMTQuote prepares leasing quotes, finance quotes and return on investment estimates. Results can be viewed and emailed directly to a vendor’s B2B customer in seconds a. Instant Payment ... 4 MB Views 3835

8.3

Haalbaarheid

2015-09-03

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+2 NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 9933

9.3

Morningstar – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-05-06

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+14 For millions of investors, Morningstar.com is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Our app gives investors access to comprehensive investment data covering stocks, mutual ... 9 MB Views 6163

8.6

Valuation App

2015-03-15

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+14 Entrepreneurs, Venture Capitalists, Investment Bankers, Business Appraisers, and all other Business Professionals: Valuation App lets you perform a wide range of complex financial complications anytime and anywhere from the convenience of your mobile device without having to use spreadsheets ... 8 MB Views 1456

9.1

StockRadars

2015-08-09

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-8 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

9.6

Glassman Wealth

2015-06-16

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+3 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

8.0

Portfolio Optimizer

2015-11-22

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+12 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

8.3

T-Advisor3.0

2015-07-13

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+14 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

8.6

CBC-Invest

2015-04-21

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0 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

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