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Best Portfolio Apps | Panload

Portfolio Lab

2015-08-23
+7    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

Stock Options

2015-11-14
0    The Stock Options Mobile App from HKEx is a free app that gives you access to the most popular tools from the HKEx Stock Options Corner, coupled with personalised features such as "My Portfolio" to keep track of a stock ...    42 MB    Views 8002
portfolio
+24    Assidium helps you know more about your share portfolio in realtime. Monitor live profit/losses and see your portfolio broken down by country, currency and sector. Value at risk, betas and liquidity complete this professional trading package for the discerning ...    20 MB    Views 1585

CenterPoint

2015-07-02
+13    You can now access our portfolio from the palm of your hand Download CenterPoint's iPhone app and you'll be able to: Search our portfolio Browse our available space Locate buildings near you Find buildings for sale Access company news Contact ...    2 MB    Views 1698

Moj portfelj

2015-12-13
investments portfolio application
+1    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

Entrust IRA

2015-06-08
retirement future portfolio investments alternative learn
+3    This innovative, educational app can help you learn more about selfdirecting your retirement and building assets for the future. Now, more than ever, investors are seeking strategies to grow and diversify their retirement portfolio through alternative investments like real estate, ...    1 MB    Views 3919

Tiedemann

2015-02-03
ipad access portfolio information offers insights
+23    The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ...    7 MB    Views 1807
Related Apps stock market watch stocks main portfolio
+3    Stocks CAC 40 is the simplest and easiest way to watch the French CAC 40 Index, components and track your portfolio. Stocks CAC 40 is mainly focused in the Canadian stock market but you can watch international markets too. Main features are: Watch ...    6 MB    Views 5306

Insider RU

2015-07-23
investment tools compare create portfolio picture insider industry
+10    Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ...    10 MB    Views 4239
+12    With the growing amount of literature available in the industry, researchers and portfolio managers face the daunting challenge of prioritizing what they should read. Practical Applications, focusing on portfolio management, takes IIJournals research articles a step further.    6 MB    Views 415
software total expert portfolio
+4    Learn about the benefits of automated rebalancing software using tRx. Total Rebalance Expert can provide tax efficient portfolio rebalancing with tRx. We also offer portfolio accounting with tPx and client portal software with tPortal. For updates, Sheryl's posts and more, ...    16 MB    Views 3584

EZ Stock Quote

2015-04-23
news stock market calendar portfolio option quote portfolios
+4    • Stock Quote and multiple portfolios • Realtime, afterhour, premarket quotes for NYSE and NASDAQ stocks • Technical charts with different types and indicators • Track your portfolios with shares and cost • Stock option and option chain • Market overview with indexes, funds, ETF, ...    12 MB    Views 4042
property properties portfolio
+5    Arrowhead Properties Limited is a property loan stock company holding a diverse portfolio of 98 properties across South Africa with a Gross Lettable Area of 428 000 m². Arrowhead Properties’ priority will be to distribute growing income returns to its ...    4 MB    Views 9121

WealthVue

2015-10-15
advisor portfolio data
+21    WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ...    7 MB    Views 1469

My Property Expert

2015-10-04
property investment expert future portfolio
+1    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
portfolio
+6    Access your investment portfolio from your iPad including valuations, recent transactions and market information. View file notes, update your contact inforamtion, key details and generate reports.    490 kb    Views 3173
stock portfolio
+1    Beanstock is an easy way to track the value of your stock portfolio. • Stay up to date with stocks in your portfolio • See your overall and daily net gain • Secure your sensitive portfolio information with Touch ID or a passcode • ...    5 MB    Views 9276

SornemPW

2015-11-12
portfolio private access clients
-8    Sornem Private – The App for Private Clients of Sornem Private Wealth. This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following: Portfolio Valuation Reporting; Portfolio Transactions & Data Analysis; Quarterly Review ...    9 MB    Views 3579

Risk Profiler

2015-10-18
+10    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
stock watch stocks main markets portfolio usa
0    Stocks Creamun is the simplest and easiest way to watch the stock market and track your portfolio. Stocks is mainly focused in the USA stock markets but you can watch international markets too. Main features are: Watch main indexes at glance in home ...    5 MB    Views 6334

MobiStox

2015-02-21
charts portfolio track stocks unlimited
+3    MobiStox is a personal portfolio tracker that provides realtime stock quotes. Track U.S. Stocks, ETFs and Mutual Funds. Features Include: Ad free Track up to 3 portfolios with 35 positions per portfolio Unlimited watch lists with 15 symbols per list Unlimited ...    295 kb    Views 8322
Related Apps stock charts portfolio quotes
+30    Stock Charts Portfolio Manage your quotes, charts list from your portfolio keeping all your information private on your app storage. No login or Registration required Small, fast app that protects your privacy. Yahoo quotes, charts and news.    2 MB    Views 419

CBC-Invest

2015-04-21
investment time banking cbc invest portfolio investments service
+1    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

Moneysage Lite

2015-05-10
Related Apps funds daily features mutual portfolio version
-4    Moneysage is a must have portfolio management tool for people who invest heavily in Mutual Funds in India. Features include: 1. Comprehensive library of Indian Mutual Funds. 2. Daily NAV update for all funds. 3. Daily NFO updates. 4. Live Forex rates for all ...    10 MB    Views 3576

Stock Smart

2015-10-08
+25    EASY FAST and always FREE Stock smart will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio.    1 MB    Views 4283

Portfolio Tracker

2015-10-04
Related Apps tracker portfolio
+9    Keep track of your portfolio with the portfolio tracker. This app enables you to keep your portfolio in your pocket at all times. This allows you to see the value of it and the profit. Free so why not try?    564 kb    Views 1846
investment high golden portfolio profitable
-1    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

基金觀測站

2015-07-19
+5    Query the latest offshore funds and domestic funds prices in Taiwan. Query top 10 hot funds. Quick Search offshore funds. Portfolio is automatically revalued with the latest prices and calculation of your portfolio return.    2 MB    Views 8138

Squaber

2015-12-06
portfolio companies alerts
+20    SQUABER protects your portfolio against excessive losses and delivers personalized alerts on companies from your investment portfolio. Build your portfolio using specially selected hot stocks, activate alerts and forget about the daily checking of quotes SQUABER will inform you ...    6 MB    Views 8373
information portfolio mobile access data client
+9    Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    20 MB    Views 2635

CSE Mobile App

2015-06-18
mobile portfolio features watch application stocks
+8    Obtain insights in to the Colombo Stock Exchange while on the move The CSE iOS Mobile Application enables you to access a range of features as provided through the CSE Web Portal, but through a mobile interface designed for heightened user ...    33 MB    Views 3823

R. Wadiwala PMS

2015-04-17
portfolio
+7    R.Wadiwala Portfolio Management Services (PMS) App is an app for our registered PMS clients. This app will help you track your portfolio anywhere, anytime with the help of different reports updated at the end of the day.    6 MB    Views 2664

TodayStocks

2015-05-25
portfolio
+6    TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ...    940 kb    Views 7855

G3 My Portfolio

2015-08-07
portfolio
-1    G3 My Portfolio is an application that provides financial information and services to authorized users by Lombard Odier.    NAN    Views 9597
affinity information portfolio mobile private wealth access data client
-6    Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ...    11 MB    Views 3920

Prosper Stocks

2015-01-07
stock research market stocks portfolio picking
+4    Powerful stockpicking tools used by Wall Street pros are brought to iPad by this crisp app. Prosper Stocks is a visual stock screener and a flexible stock and portfolio analyzer. It enables users to research stocks with extensive fundamental and ...    3 MB    Views 2933
portfolio fin mobile view valuation
-2    Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ...    4 MB    Views 5563

Stocks Stack

2015-07-22
+8    Keep track of your portfolio in no fuss, with no fancy features, but just in the most plain and simple way. Start with an initial balance, and record your portfolio ins and outs, and adjustments (income & expenses). STOCKS STACK will ...    2 MB    Views 8153

8 Now!

2015-07-24
monitor portfolio service account performance anytime
-1    8 Now is a simple new way to own and automate a global investment portfolio. 8 Now gives you the benefit of a professional portfolio that is designed just for you. Your portfolio is globally diversified and automatically optimized as ...    NAN    Views 4796
Related Apps time portfolio list updated markets currency real screen
-8    Thank you all for downloading the QFolio app and for your valuable feedback. Please continue to comment & rate the app and to send in requests for enhancements to appfeedbacknasdaqomx.com. FEATURES Real Time Quotes • From US markets (NASDAQ, NYSE, AMEX) • From Nordic ...    8 MB    Views 8512

Mobex Portfolio

2015-09-24
health time portfolio data
-7    Mobex Portfolio combines your uploaded portfolio data with realtime data feeds to receive live updates to PnL, issuer exposure, and overall account health. Includes graphs for timeseries views of PnL, and instant health charting.    11 MB    Views 6897
issue insurance quotations portfolio check application
-8    Cosmos Insurance Agents Powertools Application for iPhone and iPad. A must have application for any agent cooperating with Cosmos Insurance. By downloading our app you will be able to: Stay up to date with important company announcements Issue covenotes Issue myDRIVE quotations ...    16 MB    Views 8746

Portfolio Assistant

2015-06-05
portfolio assistant
+27    Easily track stocks for free with Portfolio Assistant. Quickly see your portfolio status with custom notifications, the Today View Extension, and Apple Watch App and Glance.    8 MB    Views 5394
Related Apps news ipad fund morgan mobile information taiwan portfolio
-9    透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心 功能選單: 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use: J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ...    NAN    Views 4332
investment conference portfolio receive
+27    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

ClavisTrader

2015-09-06
Related Apps investment news market portfolio data transactions application
+6    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
Related Apps investors portfolio
0    The Croesus for Investors app allows investors whose portfolios are managed using the Croesus Portfolio Management & CRM Solution to easily access their portfolio information, view their financial reports and communicate directly with their advisors.    12 MB    Views 4963
canadian market stock stocks watch portfolio main index
-2    Stocks TSX is the simplest and easiest way to watch the Canadian TSX Index, components and track your portfolio. Stocks TSX is mainly focused in the Canadian stock market but you can watch international markets too. Main features are: Watch main indexes at ...    5 MB    Views 5640

Montage Ventures

2015-04-17
firm portfolio
0    Invitationonly application for seed stage venture capital firm Montage Ventures that provides profiles on Montage Ventures portfolio companies, entrepreneurs and investment themes along with information on valueadded services and service provider relationships of the firm for both Montage Ventures investors ...    3 MB    Views 7890
Related Apps planning portfolio information application clients financial
-6    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

ODIN iFond

2015-12-08
Related Apps portfolio development code pin
+22    Check the latest development of ODIN Fund Managements mutual funds anywhere, at anytime. You can also study past performance for custom time periods, get better acquainted with our portfolio managers and contact ODIN easily. To see your own portfolio and balance ...    12 MB    Views 1158

Stock Smash

2015-09-04
stock portfolio
+23    EASY FAST and always FREE Stock smash will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio. Web Site: stocksmash.javacaffeine.com    4 MB    Views 4619
tracker portfolio
+2    Portfolio Tracker is brought to you by Melio Systems. Portfolio Tracker helps you to track your portfolio performance continuously. You will have data to show how well the portfolio is performing over a period of time and how your actions have helped ...    13 MB    Views 6456
tracker asset define portfolio performance investments glance
-6    Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define. Prices are periodically pulled down and the performance of each asset class is instantly updated. With Asset Tracker you can: View the day's performance ...    2 MB    Views 453
Related Apps research monitor access portfolio account free
+7    Deal shares and funds wherever you are. Our free app lets you monitor your portfolio and gives you access to financial prices, news and research so you can make and act on your trading decisions all on the move. You ...    10 MB    Views 9336
funds daily features mutual version portfolio
-1    Moneysage is a must have portfolio management tool for people who invest heavily in Mutual Funds in India. Features include: 1. Comprehensive library of Indian Mutual Funds. 2. Daily NAV update for all funds. 3. Daily NFO updates. 4. Live Forex rates for all ...    7 MB    Views 7037
Related Apps view updates live stocks portfolio interface
+3    StockBook was designed to show the latest market updates quickly and cleanly. It has a familiar interface that allows you to view live updates to your portfolio at a glance, or view more detailed information with a swipe. Features: Live updates, including ...    6 MB    Views 7162

WMS Portfolio

2015-01-10
Related Apps markets asset capital level portfolio clients
+3    An application for Smart phones and Tablets allowing a user to get a snapshot of a client portfolio with L&T Capital Markets. The users will be End Clients and Relationship Managers of L&T Capital Markets Features   ·         Single and Secure Login for ...    16 MB    Views 451

Merolagani

2015-09-15
stock portfolio stocks track alerts
+6    Merolagani Nepse App is an extended version for the website merolagani.com. It will provide updated news and announcements, live stock quotes from Nepal Stock Exchange, as and when it happens. The app also has a Portfolio tracker specially designed for Nepali ...    6 MB    Views 3298

Tercero Mobile

2015-09-18
Related Apps information portfolio access mobile data client
+25    Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ...    20 MB    Views 6075
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