Stock Position 4+
Peter Kramer
Designet til iPad
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- Gratis
- Tilbyder køb i appen
Skærmbilleder
Beskrivelse
Stock Position downloads and analyzes market price data of a portfolio of stock assets (NYSE or NASDAQ). It lists the current market price of the individual assets and the portfolio, graphs the price (over the past 10 years) of individual assets and the portfolio, compares the price (over time) to any listed market factor, correlates the rate of return to determine the beta value for the individual assets and the portfolio, and displays the standard deviation and CAPM expected return of the individual assets and the portfolio.
* 8 portfolios of 40 assets each (or 1 portfolio of 5 assets if no subscription).
* quick display of asset and portfolio current values and gain/loss (many values are real time)
* use asset proxies (surrogates) to track intra-day asset values
* weekly beta calculated from any start/end dates
IMPORTANT NOTE: Although initially free, Stock Position requires an In App Purchase subscription (non-renewing) to use many features. A one month initial subscription for each device is included for free.
Screenshots below: (All with similar portfolios)
1) CAPM graph showing portfolio diversification with a beta of .96, return slightly better than the market risk with an Alpha of 2.2%.
2) asset table - portfolio total is $ down $464 in the day. A proxy (SPY) is used to value the day's change in FPURX.
3) stocks graphed cumulatively from 2013 to 2021. Rate of return 14.9%.
4) Portfolio correlation to a market factor (SPY) showing a beta of .96 since 01/01/13, a return of 15.2% which is 2.2% (alpha) better than the market risk-related return. Beta sensitivity to Start Date is displayed by moving the slider.
5) Portfolio comparison to a market factor (SPY) showing close correlation with small residuals until recently (due to FDX and TSLA).
Nyheder
Version 2.6
Bug fixes
App-anonymitet
Udvikleren, Peter Kramer, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
- Peter Kramer
- Størrelse
- 5,3 MB
- Kategori
- Økonomi
- Kompatibilitet
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- iPhone
- Kræver iOS 12.0 eller en nyere version.
- iPad
- Kræver iPadOS 12.0 eller en nyere version.
- iPod touch
- Kræver iOS 12.0 eller en nyere version.
- Mac
- Kræver macOS 11.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 4+
- Copyright
- © 2013 Kramer & Kramer Software
- Pris
- Gratis
- Køb i app
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- Load/graph data for 6 months 19,00 kr
- load/graph data for 1 month 9,00 kr