AGQ

理財

免費 · 專為 iPad 設計

AGQ Consulting – Your Portfolio at a Glance AGQ Consulting provides a secure, intuitive way to monitor and analyze your financial portfolio. Designed with clarity and convenience in mind, this app gives you real-time visibility into your assets and transactions—helping you stay informed, organized, and confident about your investments. Key Features • Unified Dashboard: See a consolidated view of your total assets across personal, company, or IRA accounts, all in one place. Quickly assess balances and year-to-date (YTD) performance at a glance. • Detailed Analytics: Track your portfolio’s growth over time with interactive charts and graphs. Easily visualize allocations by account type to understand where your assets are concentrated. • Transaction History: Stay up to date on all account activity, including deposits, withdrawals, and profit entries. Effortlessly filter and sort transactions to find exactly what you need. • Connected Users: Manage multiple user profiles from a single login. Quickly switch between different family members’ or business entities’ accounts to keep every portfolio in sync. • Document Management: Access important statements and documents anytime. Receive notifications when new statements are posted and review them at your convenience. • Robust Security: Protect your personal information with industry-leading security protocols. AGQ Consulting ensures only authorized users have access to sensitive financial data. • Real-Time Notifications: Get instant alerts about new statements, account updates, or portfolio changes. Customize your notification settings to stay informed about the activities that matter most.

  • 此App未收到足夠的評分或評論以顯示概況。

Fixed a minor issue in which user's who did not have their email verified would be directed to the login page constantly on app start.

開發者Zamin Shaikh表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策

  • 不收集資料

    開發者不會從此 App 收集任何資料。

    私隱慣例或因使用的功能或年齡等因素而異。 進一步了解

    開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

    • 供應商
      • Zamin Shaikh
    • 大小
      • 64.7 MB
    • 類別
      • 理財
    • 相容性
      須使用 iOS 16.0 或以上版本。
      • iPhone
        須使用 iOS 16.0 或以上版本。
      • iPad
        須使用 iPadOS 16.0 或以上版本。
      • Mac
        須使用 macOS 13.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
      • Apple Vision
        須使用 visionOS 1.0 或以上版本。
    • 語言
      • 英文
    • 年齡分級
      4+
    • 版權
      • © 2025 AGQ Consulting LLC