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Portfolio Features

Portfolio Features


by Kevin Li

What is it about?

Portfolio Features


App Details

Finance Business
Last updated
February 1, 2020
Release date
January 8, 2020
More info

App Screenshots

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App Store Description

Portfolio Features
- Minimalistic view of all your stock's current dividend amounts and dividend growth
- Sort stocks by symbol, name, starting dividend, current dividend, or growth
- List view of dividend related factors like yield and payout ratio for stocks
- Chart view of dividend related factors like yield and payout ratio for stocks
- Pie chart view of sector breakdown of portfolio
- Latest news for stocks
- Annual/Quarter toggle for stock statistics
- Add/Edit/Delete stocks

Dividend Tracker Features
- Header view of total portfolio value and unrealized gain
- List view of value / unrealized gain of portfolio stocks with corresponding weights in portfolio
- Position details - shares, avg cost per share, cost basis, value, unrealized gain, dividend per share, annual dividend income, and yield on cost
- Yearly view of upcoming dividend dates and payments

Dividend Schedule Features
- Header view of total annual dividend income
- List view of dividend amount / date of dividend payments for the next 12 months

Dividend Income Features
- Chart view of monthly dividend income
- Add/Update monthly dividend income

Customization Features
- Reorder stock detail attributes
- Notifications on/off
- Day of the month to receive notifications
- Time of day to receive notifications
- Haptic feedback

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