InvestControl - Stocks, Investments and Portfolios

About InvestControl - Stocks, Investments and Portfolios

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 anywhere.

InvestControl goes far beyond 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.

And differently from most apps, no identification or personal/investment data is EVER sent to our servers for your total privacy.

Features

★ Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currencies, loans, real estate and generic investments.

★ Supports multiple portfolios with unlimited assets.

★ 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, dividends and taxes/fees can be entered manually or imported from CSV files. 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), latest transactions and news, upcoming events etc.

★ A detailed Portfolio Summary with 15 charts is presented for each portfolio, including market value, total gains and losses, type/risk/institution allocation, liquidity, annual returns, monthly deposits, dividends received and value projection. 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.

★ Custom fields and tags can be used to categorize each asset according to your personal needs and see the allocation of your portfolio based on them.

★ 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.

★ Alerts can be programmed for changes in prices, market value or gain/losses, for each asset or for specific portfolios. After triggered, they 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, news and upcoming events.

★ Asset/portfolio summaries can be exported as image, printed or saved as PDF

★ Assets and transactions can be exported to compatible apps like Excel, Google Docs, Evernote etc

★ PIN/fingerprint protection and online backups to Dropbox/Google Drive.

★ Several customizations are possible, including periodicity for updates, local currency, inflation/interest rate etc.

★ Data is stored and processed locally on your device. No recurring server fees involved and your privacy is assured.

When installed InvestControl runs in trial mode for 20 days, allowing you to fully evaluate it. After this period some features are disabled and can be unlocked via in-app purchase.

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!