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Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments

Track your portfolio, including employee stock grants, whether your investments are in publicly traded companies or in private companies

Track your portfolio, including employee stock grants, whether your investments are in publicly traded companies or in private companies

Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments

by Cairncross Gate
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments

What is it about?

Track your portfolio, including employee stock grants, whether your investments are in publicly traded companies or in private companies. Holdings can track your investments in bullion, LP investments, , Bitcoin, and real estate.

Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments

App Details

Version
1.1.1
Rating
(58)
Size
27Mb
Genre
Finance Business
Last updated
November 18, 2015
Release date
October 15, 2015
More info

App Screenshots

Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments screenshot-0
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments screenshot-1
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments screenshot-2
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments screenshot-3
Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments screenshot-4

App Store Description

Track your portfolio, including employee stock grants, whether your investments are in publicly traded companies or in private companies. Holdings can track your investments in bullion, LP investments, , Bitcoin, and real estate.

Favorite features

• Gain/Loss details per position and per entire portfolio, including pre/post tax
• Vesting schedule for stock grants
• Simulate the pre/post tax value of any stock or grant
• Auto-refresh stock quotes every 10 seconds
• Find all the financial information you need with sleek, intuitive navigation
• Go beyond stocks and track currencies, commodities and more
• Simple and clean interface
• Support many non-US stock exchanges
• All the key details, such as daily open, high and low, volume, price/earnings ratio and market cap
• Browse all news related to a particular stock
• Support tracking and valuing multiple lots of the same items
• 5-day, 1-month, 3-month daily chart views & 1-year & 5-year weekly views
• Delete/Re-order your portfolio and positions
• Universal App with both iPhone and iPad support, so you get two apps for the price of one!


Helpful tips

• Tap any index/stock symbol for its intraday chart, real-time whenever available.
• Tap right column on Net Worth screen to scroll between displays
• Scroll sideways from any detailed company to see another
• Make sure to enable push notifications in order to sync your portfolios across devices in real time
• Input 0 shares in a stock to add it to the list but not affect your net worth


=== Important ===
This app is for your personal informational purposes only. Consult your broker to verify stock prices before any trade. Trade with care and your own responsibility.

Latest pricing data comes from and copyright http://invest.yahoo.com and may be delayed 20 minutes. As this app relies on Yahoo for data which is out of the developers control, the app may stop working without warning.

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