Ripsaw

Monitor your wealth from anywhere! Never miss an opportunity with the power of Ripsaw® bringing the full portfolio monitoring toolset to your iPhone®. If dashboard indicators show a need to rebalance your portfolio, revise with the full featured Ripsaw® Wealth Tools on your computer or iPad®.

Ripsaw on your iPhone has:
Balance Sheet
Full featured Holdings and drill in details about investments
Wealth Portfolio Dashboard
Crucial Market Data
1-Day Return Breakdown Comparison
Profile, settings, deviation indicator thresholds

Features:

Balance Sheet and Accounts

Your Balance Sheet and individual accounts have access to all of your web-based bank, brokerage, tax-deferred and loan accounts through connected accounts. Assets and liabilities can also be added and modeled manually. In the Accounts view see your investments organized by accounts with relative aggregate information such as fees and composition.

Wealth Portfolio Dashboard

Monitor your wealth from any of your devices. The Wealth Portfolio Dashboard is your home base for indications of portfolio construction, monitoring portfolio drift, and revision decisions. Compare your aggregate risk dimensions with a customized benchmark in Net Worth or Investment mode. The dashboard also lets you see expenses and yield across your entire portfolio compared to your benchmark. Great for reducing fees and seeing yield impact on portfolio changes.

Market Data

Monitor market movements and volatility right in Ripsaw®. See how the market is interpreting the arrival of new information.
Daily Performance Breakdown Comparison
Compare the changes in value of each of your portfolio holdings with that of your customized benchmark as a source of performance attribution. The performance of your benchmark constituents indicate what is driving market movements.
Benchmark Deviation Indicator
Portfolio benchmark deviation indicators help avoid drifting too far away from your objectives. Adjust deviation thresholds to personal preferences.
Charts & Graphs
Data visualizations for detailed asset allocation and to help evaluate portfolio composition differences from your custom benchmark.

Holdings Analysis

The Holdings Analysis feature allows the user to view their wealth portfolio by each investment. That is, aggregating the same investment held in multiple accounts. This view gives the user the relevant percentage of their total wealth portfolio allocated to each investment for return impact and diversification analysis. The full set of security specific details available in Account view are also available in Holdings view plus additional information on fund investment strategies and historical price charts. From the Holdings view, Ripsaw® also provides a mapping and access to which accounts each security is held and their respective unrealized capital gains/losses. This is useful information before executing a portfolio revision.