Active Portfolio with Alerts

Active Portfolio with Alerts

By Mobile Interactive LLC

  • Category: Finance
  • Release Date: 2014-03-30
  • Current Version: 2.5.6
  • Adult Rating: 4+
  • File Size: 59.73 MB
  • Developer: Mobile Interactive LLC
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 4,053 Ratings


High-performance portfolio tracker that supports stock, options, mutual fund and cryptocurrency. Super Fast and Easy-to-Setup portfolios with Augmented Reality (AR). Allow management of multiple portfolios and tracking of the value, performance, profit, loss, and changes in real time with tons of powerful tools and charts. Pre/After market hour included. Plenty support for trading options. Fast loading options chain, current implied volatility, and advanced options strategies setup with various built-in strategy templates. It comes with stock price alerts, various portfolio alerts based on portfolio's value, and alerts of news, earnings, dividend, portfolio summary, top mover, SEC filings, insider trading, options expiration of holding positions in portfolio. You can get very personal with this app: take your own research notes, set password and touch ID for your portfolio access, customized background image for each portfolio, easy to adjust the contents and display order for the holding positions, cloud-based platform to sync your portfolios among multiple devices, and much more! Plus, this app provides you rich stock research information, e.g. Advanced stock charts with dozens of Technical Indicators, Analyst Rating, Insider Trading, SEC Filings, Extensive Key Financial data, Company Profile, Competitor List, Institutional Holdings, ETF Holding, Short Interest, & many more. 360 degree tracking and research on your existing and future picks, all at your fingertip! This app is a must! POWERFUL PORTFOLIO ■ Manage multiple portfolios ■ Live tracking & instant reporting ■ View portfolios with AR ■ Touch ID & Passcode protected portfolio access ■ Push Notification of Price Alert, alert on portfolio's value, gain, & loss ■ Auto Refresh ■ Cloud Sync ■ Aggregated News ■ Stock, Options, and Built-in Options Strategies Templates ■ Quick setup of complex options strategy ■ Organized portfolio positions layout ■ Detailed portfolio positions' Gain / Loss and summary ■ Optimized and Expedited Portfolio Gain / Loss computation ■ Foreign Currency Supported - supports 14 major World Currencies ■ Multi-Chart View of stocks in a portfolio ■ Sector Analysis of Portfolio holdings COMPREHENSIVE STOCK RESEARCH ■ Live Advanced Stock quotes ■ Pre / After Market quotes ■ AI Based Fundamental Score ■ Technical Score & Analysis ■ Advanced Chart with multiple TA Indicators, automatic Fibonacci lines, Moving Average, Price Band, Overlays, chart themes, etc ■ Analyst Rating ■ Stock News ■ SEC Company Filings (e.g. S-1, 8K, 10K, etc) ■ Automatic symbol completion ■ Extensive Financial Information & Key numbers ■ Company Profile ■ Insider Transactions ■ ETF Holdings BUILT-IN OPTIONS STRATEGY ■ Covered Call ■ Call / Put Spread ■ Butterfly ■ Straddle ■ Strangle ■ Collar ■ Iron Condor ■ Calendar Spread ■ Diagonal Spread ■ Married Put ■ and More... ADVANCED OPTIONS SUPPORT ■ Live Options Chain ■ Current Implied Volatility ■ In-The-Money options identification (live quotes could be delayed for 15 mins) Optional Subscription Premium Plan with fast portfolio loading, portfolio alert, options support, advanced chart, etc - Auto-renewable subscription is optional - Length: Monthly - Price: USD 2.99 / USD 19.99 - Payment will be charged to iTunes Account at confirmation of purchase - Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period - Account will be charged for renewal within 24-hours prior to the end of the current period - Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase - No cancellation of the current subscription is allowed during active subscription period - Privacy Policy - Term of Use Contact:




    Portfolio view only shows the mutual fund ticker symbol, NOT THE NAME OF THE FUND. Good luck figuring out how each fund is doing if you have more than 4-5 funds to track. Also does not update fund prices on a regular basis. GET YAHOO MONEY INSTEAD. FREE AND EASY TO USE.
  • Very poor

    By gcmect
    Perpetual connection issues
  • Doesn’t work

    By DesMoinesIowa
    Loaded all data in app. Had to buy premium to include everything. One day later app won’t open. Fills screen on iPhone XS and then closes immediately. I’ve rebooted phone and toggled settings in General. Still won’t open. No response from inquiry to customer support. Useless.
  • Great for Normal Buying and Selling

    By idontneedanickna
    Like the title says, this app is great if you regularly buy and sell stocks (sort of). It can easily show you your positions and current values in an easy to see fashion and is very fluid overall. My only concerns (maybe I’m just doing something wrong or it might be a premium feature?) is that when a cash holding is added to a portfolio and then a stock is bought, the money is not removed from the cash holding; this forces me to constantly “Modify Position” to update the cash value manually. My suggestion is to have a “check” mark to be able to add or withdraw funds to and from the cash holding whenever a trade is made in case the funds are in the same portfolio. Another is when covering a short sell. For some reason instead of adding money to the cash holding, it subtracts the full amount (I short a stock for $100, it goes down to $95, I cover, my cash holding will now be -$95 instead of $105). It’s able to show profit correctly when shorting, but it’s only when closing a position this occurs. Shorting also affects the total current value of the portfolio. If I have $100 long and $100 short, it will show as $0 in total instead of the current market value of the positions. My last concern is there is no commission for adding a position. There is a commission option when selling (which you could just add the opening and closing commissions), but it would be much simpler and streamlined to just be able to include commissions when adding a positions. Overall, it’s a great app (I have not tried the premium features) with great graphics and information for what I need, but these things really hurt it for me.
  • Ads

    By Listening Fan
    To many ads and quirky operation!!
  • Worth it

    By drilonaa
    Great app to track your portfolio performance
  • Active portfolio

    By rk3657
    Enough with the subscription screens it’s a nice app and u ruin it trying to make an extra buck....
  • Worthless

    By Mijobo
    Can’t even get a pie chart without paying $199 yr. Found other apps better equipped. Trying to figure out how to drop my subscription on this one but they make it tough
  • Limited

    By Bob355257
    Apparently can’t have more than approx 20 positions without paying for an upgrade
  • Does not work

    By Hem/OncDoc
    For approximately one month now some mutual fund closing have been inaccurate or are randomly entirely absent resulting in an investment with a zero total value. I have emailed technical support several times about these issues and lately have not gotten any response as to when this issue will be fixed. Useless, as it is currently working. Do not waste your money, you will not get accurate results. Especially disappointing since it used to work properly. Company does not seem to care anymore! If you are serious about keeping track of your investments, this program is currently incapable of accomplishing that goal.