InvestControl - Portfolio Mgr.
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?
Features
★ Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currency rates, real estate and generic investments.
★ Depending on asset type, prices can be obtained automatically from Yahoo! or Google Finance, 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 apps like Gmail, Google Docs, Evernote etc.
★ Built-in password protection and backup to external storage / Dropbox.
★ 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 required.
When installed, InvestControl runs in trial mode for a period of 20 days, allowing you to fully evaluate it. After this period you can purchase a license key to continue using the app (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!
Category : Finance
Reviews (24)
Excellent app but the only problem I have right now is trying to import transactions from a CSV file. It won't allow me to do this even though I have been provided with a sample file from the developer. As soon as this is fixed this app gets five stars.
Very good application but interface needs improvement. Lately my paid download App stopped working on my old phone with Android Kit Kat 4.4. Helpline does not respond
Does exactly what I wanted. Follows the stock's I follow and keeps a running tally on gains/losses. Shows amounts, percentages, and has quick links to the current trends on those specifically chosen stocks.
Very good app. Provides a complete portfolio detail in an easy to understand format.
Probably the only app that is providing asset distribution and ratios and percentages, I am using it since the good old days of pocket pc!
After the last few program updates, including the last one, price updates no longer work.
Great app for what I need, a great choice for beginner investors.
Would rate higher but not getting newsfeeds even after testing ok.
OK,compared to others,needs more features
Best app to manage your portfolios. I recommend this app for stock players.
Really good but need improve
Of no use bakwas
Used to be good. Now does not update most of the share info. No news. Emailed developer and no response. It's a shame as it used to be a great app. Seems to have been abandoned by developer.
Can't find external card, it's the only app w/ this problem = no export. And Google warns using cloud backup, as dev eml has not been verified. Cannot recommend, too many bugs + quite convoluted. Android 11.
I can't move my license to new phone (Update) Managed to migrate the licence as well
Still a good app, but developer took away backup capability locally on phone or tablet. Now requires backups to cloud introducing less security.
Very prompt support from the developers. 2 thumbs up
Very well-organized app!! I can organize all of my stocks, bonds, and assets in one place.
I tried the method but it is stated tht it is a demo verson and therefore im unable to restore the data
Keeps my portfolio up to date...very user friendly app.
Wow! This app is great!!! I've spent several hours testing nearly all of the portfolio apps! This one is the only one worthy of installation! The rest are junk! Kudos to dev- hope they continue to add features. Update-5/20/18 app stopped pulling updates for a few tickers, emailed dev and he updated within a day! That's grade A customer service! Way to go dev! Keep up great work!
Share price update has bugs and is very unreliable.
After last update, Indian stocks stopped updating. "Access to Yahoo not available" error is coming.
The user interface is just confusing. I've tried a dozen times to create a portfolio and then an item and then a transaction but it keeps sending my transactions into an empty portfolio. The item parameter "base portfolio" does not correspond to my portfolio. To put a transaction into the right portfolio the drop-down menu at the top of the screen has to have the portfolio selected instead of the summary. Borderless menus are a trashy internet trend, please kill it.