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Stock Position 4+
Peter Kramer
Разработано для iPad
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- Бесплатно
- Включает встроенные покупки
Снимки экрана
Описание
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).
Что нового
Версия 2.6
Bug fixes
Оценки и отзывы
Does not work at all
Knowing the developer's other apps I am sure this one was pretty amazing, unfortunately it does not seem to work anymore: when opening the app, the following error message appears "web connection fail"...
Ответ разработчика ,
Please download the new version that fixes the bug you identified. And use the Contact Us button if you find any other bugs.
Great for correlations
I use this app to compare the historic price of stocks and show how correlated they are (to each other and to indexes). It has great graphics.
Конфиденциальность приложения
Разработчик Peter Kramer указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.
Сбор данных не ведется
Разработчик не ведет сбор данных в этом приложении.
Конфиденциальные данные могут использоваться по-разному в зависимости от вашего возраста, задействованных функций или других факторов. Подробнее
Информация
- Продавец
- Peter Kramer
- Размер
- 5,3 МБ
- Категория
- Финансы
- Совместимость
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- iPhone
- Требуется iOS 12.0 или новее.
- iPad
- Требуется iPadOS 12.0 или новее.
- iPod touch
- Требуется iOS 12.0 или новее.
- Mac
- Требуется macOS 11.0 или новее и компьютер Mac с чипом Apple M1 или новее.
- Apple Vision
- Требуется visionOS 1.0 или новее.
- Языки
-
английский
- Возраст
- 4+
- Copyright
- © 2013 Kramer & Kramer Software
- Цена
- Бесплатно
- Встроенные покупки
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- load/graph data for 1 month 0,99 $
- Load/graph data for 6 months 1,99 $