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Acquasys Pocket Investor v2.0.0.37044

Pocket Investor is an innovative investment manager designed for windows mobile Classic and Professional (touch-screen enabled) devices.
With Pocket Investor, you can build portfolios with different types of investments, maintain records of their prices and activities, be alerted about price changes, relevant news and events, analyze them using 17 different charts and track their performances towards your goals.
Pocket Investor is not a financial manager (it will not control your expenses or budget), nor is intended to replace a desktop analysis tool. Instead, it combines many features in a compact and powerful solution especially designed for small and medium investors in a mobile scenario.
With Pocket Investor on your mobile devices, you always have instant answers to questions like these:
  • How are my investments performing today, this week, this month or this year?
  • What is the current market value of my porfolio?
  • How are my investments allocated, including those in mutual funds?
  • How are my stocks diversified?
  • How risky is my portfolio today?
  • How close am I from the goals I defined for my investments?
  • What are the latest news that affect my investments?
and much more!
  • Supports stocks, options, funds, cash accounts, indices and exchange rates
  • Automatic price updates at scheduled days, times and intervals
  • Captures price data from HTML pages when this information cannot be retrieved directly (specially useful for non-US funds/options and commodities)
  • Reads news from your favorite RSS channels and filters those related to your investments or to custom keywords
  • Allows direct access to online TVs and Radio programs specialized in finance and investments, like Bloomberg and BBC (pre-defined channels are provided and more can be added by the user)
  • Multiple investment views: Last Prices, Last Trades, Gains, Price Variation, Options and Portfolio Goals, with optional auto-rotation
  • Exclusive Option tracking view with strike price, remaining days for expiration and status indicator (in/out/at-the-money)
  • 17 analytical charts, including Portfolio Allocation, Market Allocation, Intraday Price, Price Evolution, Investment Type Allocation, Risk Allocation and others
  • Intraday stock details (price, volume, day change, day low, day high, last close, 52 weeks low, 52 weeks high)
  • Floating ticker showing latest quotes and RSS news (works when program is minimized)
  • Includes an Investment Agenda for relevant events such as IPO dates, corporate results and meetings (an alert is shown at the event date/time)
  • Offline price history (manual updates are possible)
  • Activity history (buys, sales, transfers, adjustments, dividends received and fees paid)
  • Supports transfers to/from cash accounts
  • Default commission/fee automatic calculation
  • Supports investments in multiple currencies
  • Customizable import function for prices and activities (CSV)
  • Complete Investment Summary including automatic calculation of gain, rate of return, break-even and average price, and performance comparison to a reference index
  • Advanced alert notifications for price and market value (fixed value, percent from last purchase or break-even value), gain, loss, investment news and goals reached
  • Goal tracking (% allocation, target date, target value x current value)
  • Future value estimator tool
  • Sound notifications (quote update, price increase/decrease, market value increase/decrease)
  • Encrypted and password-protected data files
  • Supports multiple data files
  • Auto-detection of version updates
download here

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