Riskco Portfolio 4+

Investment Management

SERFIEX

Designed for iPad

    • Free

Screenshots

Description

Straight to the point Investment Management

What is RiskcoPortfolio?

An application to measure the return and risk of your aggregate portfolio and compare it to an unbiased index.
This is essential. All professional investors do it. If you don't, you're investing in quicksand. You won't stand a chance.
Everything integrated: stocks, funds, bonds, even cryptos.
RISKCO PORTFOLIO is a free application.
RISKCO PORTFOLIO is a simplified version of RISKCO, software used by more than 100 financial institutions, so you can invest with maximum possibilities.
You will have a complete, accurate and centralised record of all your trades and much more.
You can have several portfolios, compare and aggregate them.
Import your portfolios and trades from APIS, standardised Excel or manually.
Complete and accurate analysis: look through for mutual funds and fair value for illiquid bonds.

Summary and Alerts
Valuation, performance and risk of your aggregated portfolio compared to an unbiased index.
You will be able to react quickly from risk-return alerts on your portfolio.

Monitor
Graphical monitoring of the performance and risk of your portfolio against your benchmark or another portfolio.

Portfolio
Valuation and risk of assets and portfolio at market prices.

Notifications 7:30 am
You can receive a daily notification with the performance of your portfolio compared to an unbiased index.

What’s New

Version 1.2.7

Now you can set your portfolios as benchmarks

App Privacy

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

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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