Assets & Dividends 17+

Name: Assets & Dividends
Author: Евгений Лисин

manage your assets yourself

Евгений Лисин

Designed for iPad

- Free
- Offers In-App Purchases

Description

All your assets in one application

The application is designed to record income and track the status of all your investments, both in exchange-traded assets and over-the-counter.
Here are some of the features of the app:
- Create portfolios, fill them with exchange-traded assets (stocks, bonds, funds, currencies, etc.)
- Add your own assets (real estate for rent, OTC fund, bank deposit, etc.)
- Accounting for income and expenses from the sale of assets for taxation using the FIFO method.
- Accounting for dividend income, both with and without the already paid tax under the DTT, and with the possible refund (adjustment) of taxes and commissions
- Control of the balance, excluding errors (the cash balance in the application and on the brokerage account must always be the same)
- Automatic data sync between your devices
- Data is securely stored both in iCloud and locally on your iPhone/iPad

Terms of use: http://lisin622.beget.tech/terms_conditions_assets.html

3 Aug 2024

Version 3.3.2

- improvements in the dividend calendar

The developer, Евгений Лисин, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.