Stocks+ app 17+

App works reliably and provides basic info

Works well though would appreciate being able to see each of the stockholding values as well as the current prices on the same home screen.
A useful enhancement would be graphical presentation of holding values and gains/ losses for a selected period and similar graphical views.

Developer Response ,

Hello John,

Thanks for your review, your opinion matters.
Let me help you with the ability to see overall value of your investments for multi-currency portfolios. If you'd like to see Total value (in dollar or any other currency) of your stock holdings or entire portfolio - here are few hints for you:
Our app can easily tell you if your investments made a profit or loss within a current trading day or all time total. Please see the attached image for reference https://www.screencast.com/t/mLUoswhLh , and I'll explain everything below.
a) When in the app, please open the 'Gains & Losses' tab.
b) In it, you can add holdings (the BUY transactions) - i.e. imitate the purchasing of shares you own by entering number of shares, price per share, date of transaction, notes etc.) Tap the 'Add holding' button next to stock symbol to do this.
c) After adding at least one holding and going back to the 'Gains & Losses' tab you'll see the "Total Portfolio Value" at the bottom of your stock list. It will tell you how much you earn if you sell everything right now.
d) Plus, you can see a total or day's profit from all stocks in the current portfolio next to the Total Portfolio Value. If you see the 'mixed currency' message instead of the Total Value - you'll need to pick a currency for your current portfolio in order to see the overall value of it. Please follow these simple steps to do so:
- Use Portfolios button above the list of your stocks (or portfolio name if you use iPhone)
- Tap Edit in the top right corner of the screen,
- Then tap on the $€£ button next to the portfolio name,
- Use the "Pick a currency for this portfolio" option and select the currency you wish to use for the current portfolio and its stocks. You can use a search field to find the desired currency faster.

Please also note that you can switch between displaying total / trading day gains by tapping on green/red boxes. If you want to see market value of holdings for specific stock - please feel free to tap on 'i' button next to stock symbol (when located on 'Gains & Losses' tab.)

Re: Navigation is not intuitive and could be improved:
Could you please specify what sections of navigation need to be improved? Your ideas are very appreciated.

Hope this helps. Please feel free to chat with us directly via in-app support if you have more questions or any ideas (just open app's Settings > Help Center > Contact Us.) Thank you.

Great

All good would like to enter the amount and calculate net gains

Developer Response ,

Thanks for your review. Since the app update 1.01, our app provides an option to track user's actual portfolio gains/losses: you can enter holdings (aka lots) for a stock with amount of bought shares, price per share (cost basis), date of transaction etc. and as a result you'll be able to monitor your investments in real time while share price changes.

In order to add a holding, all you need is to follow these easy steps:
- Tap the "Gains & Losses" tab in the app,
- Find the stock you want to add a holding to. If this stock already has a holding - tap the ( i ) icon, if not - tap "Add Holding" button;
- Enter holding details. You may correct the price per share or number of shares later at any time.

You can also add several holdings to one stock:
When you are on the 'Gains & Losses' tab, tap the ( i ) icon next to the stock symbol that already has a holding, you'll see the previously added holdings. In order to add another one - please tap on the blue '+' button above the list of holdings: https://www.screencast.com/t/vYwfRJvev

Please let us know if you have more questions: feel free to contact us directly via our in-app support: open our app > Settings (gear icon in top right) > Help Center > Contact Us.

Thank you.

NZWinemaker

Great App that works well and keeps track of shares with instant updates on prices. Service from the Help Desk is exemplary - very quick and helpful responses