InvestControl - Portfolio Mgr.

InvestControl - Portfolio Mgr.


InvestControl is an innovative portfolio manager which combines many features in a compact and powerful solution especially designed for investors who wish to keep track of their assets while on the go.

InvestControl goes far beyond simple stock watchers go and allows you to build portfolios with different types of investments, including stocks, bonds, foreign currencies and mutual funds, maintain records of prices and transactions, be alerted about price changes, relevant news and events, track investment goals and much more.

InvestControl provides you instant answers to questions like these:

- How are my investments performing today?
- What is the current market value of my portfolios?
- How and where are my assets allocated?
- How risky is my portfolio today?
- What are the relevant news about my investments?
- How close am I from my financial goals?

Features:

★ Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currency rates, real estate and generic investments.

★ Depending on each asset type, quotes can be obtained automatically from Yahoo! Finance, entered manually or even extracted from web pages.

★ Transactions like buys, sales, transfers, dividend payments and taxes/fees can be entered manually or imported from CSV files. Monthly recurring transactions like regular deposits and fees are supported.

★ Asset summaries include total buys/sales/dividends/fees, current value, total gain/loss, annual return, average and break-even price, current yield/yield to maturity (bonds), in-the-money/out-of-the-money indicator (options), latest transactions and news, upcoming events etc.

★ Supports multiple portfolios with unlimited assets. A detailed graphical report is provided for each portfolio, including market value, total gains and losses, type/risk/institution allocation, liquidity, annual returns, monthly deposits and value projections. A summary view shows consolidated info from all portfolios.

★ Goal tracking: you can set target amounts and dates for each portfolio and track the remaining value and time until you reach them.

★ Assets can be filtered by type or by status (owned only, losses, gains).

★ A built-in news aggregator downloads and filters only the news that are relevant to your portfolio. Several channels like CNN, Reuters and Yahoo! Finance are provided, and you can easily add more from any RSS feed.

★ Alert notifications can be programmed for changes in prices, market value or gain/losses, for each asset or for specific portfolios. After triggered, alerts can be automatically inverted or adjusted by a certain value or percentage.

★ The Financial Agenda keeps track of relevant events and reminders for each asset, like expiration/maturity dates, IPO dates, public announcements, payout dates etc.

★ A graphical simulation tool projects the future value of your portfolio based on variables like period, return rate, inflation, monthly deposits etc.

★ Home widgets are provided for a quick overview of your portfolios, assets, latest news and upcoming events.

★ Asset/portfolio summaries and transactions can be exported to compatible apps like Gmail, Google Docs, Evernote etc.

★ Several customizations are possible, including periodicity for automatic updates, local parameters like currency, inflation rate, number format etc.

★ Built-in password protection and backup to external storage/Dropbox.

★ Android Wear and Pebble apps allow you to have your portfolio on your wrist.

When installed, InvestControl runs in TRIAL mode for a period of 20 days, allowing you to fully evaluate it. After this period, you must purchase a license key in order to continue using the app, maintaining all data already entered (search for "InvestControl License" for more information).

Please use the contact e-mail for bug reports, questions or suggestions, so we can respond as necessary. If you like InvestControl, please leave your rating here. Thank you!

Recent changes:
- Improved Android Wear app
- Transactions can be filtered by type
- Fixed bug in simulation when inflation rate is empty
Add to list
Free
81
4.1
User ratings
288
Installs
10,000+
Concerns
0
File size
4069 kb
Screenshots
Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr. Screenshot of InvestControl - Portfolio Mgr.
About InvestControl - Portfolio Mgr.
InvestControl is an innovative portfolio manager which combines many features in a compact and powerful solution especially designed for investors who wish to keep track of their assets while on the go.

InvestControl goes far beyond simple stock watchers go and allows you to build portfolios with different types of investments, including stocks, bonds, foreign currencies and mutual funds, maintain records of prices and transactions, be alerted about price changes, relevant news and events, track investment goals and much more.

InvestControl provides you instant answers to questions like these:

- How are my investments performing today?
- What is the current market value of my portfolios?
- How and where are my assets allocated?
- How risky is my portfolio today?
- What are the relevant news about my investments?
- How close am I from my financial goals?

Features:

★ Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currency rates, real estate and generic investments.

★ Depending on each asset type, quotes can be obtained automatically from Yahoo! Finance, entered manually or even extracted from web pages.

★ Transactions like buys, sales, transfers, dividend payments and taxes/fees can be entered manually or imported from CSV files. Monthly recurring transactions like regular deposits and fees are supported.

★ Asset summaries include total buys/sales/dividends/fees, current value, total gain/loss, annual return, average and break-even price, current yield/yield to maturity (bonds), in-the-money/out-of-the-money indicator (options), latest transactions and news, upcoming events etc.

★ Supports multiple portfolios with unlimited assets. A detailed graphical report is provided for each portfolio, including market value, total gains and losses, type/risk/institution allocation, liquidity, annual returns, monthly deposits and value projections. A summary view shows consolidated info from all portfolios.

★ Goal tracking: you can set target amounts and dates for each portfolio and track the remaining value and time until you reach them.

★ Assets can be filtered by type or by status (owned only, losses, gains).

★ A built-in news aggregator downloads and filters only the news that are relevant to your portfolio. Several channels like CNN, Reuters and Yahoo! Finance are provided, and you can easily add more from any RSS feed.

★ Alert notifications can be programmed for changes in prices, market value or gain/losses, for each asset or for specific portfolios. After triggered, alerts can be automatically inverted or adjusted by a certain value or percentage.

★ The Financial Agenda keeps track of relevant events and reminders for each asset, like expiration/maturity dates, IPO dates, public announcements, payout dates etc.

★ A graphical simulation tool projects the future value of your portfolio based on variables like period, return rate, inflation, monthly deposits etc.

★ Home widgets are provided for a quick overview of your portfolios, assets, latest news and upcoming events.

★ Asset/portfolio summaries and transactions can be exported to compatible apps like Gmail, Google Docs, Evernote etc.

★ Several customizations are possible, including periodicity for automatic updates, local parameters like currency, inflation rate, number format etc.

★ Built-in password protection and backup to external storage/Dropbox.

★ Android Wear and Pebble apps allow you to have your portfolio on your wrist.

When installed, InvestControl runs in TRIAL mode for a period of 20 days, allowing you to fully evaluate it. After this period, you must purchase a license key in order to continue using the app, maintaining all data already entered (search for "InvestControl License" for more information).

Please use the contact e-mail for bug reports, questions or suggestions, so we can respond as necessary. If you like InvestControl, please leave your rating here. Thank you!

Recent changes:
- Improved Android Wear app
- Transactions can be filtered by type
- Fixed bug in simulation when inflation rate is empty

Android Market Comments
A Google User
Aug 3, 2015
Trial Only Great app, but the fact that this is only a trial is very hidden. It's misleading and needs to be made more obvious. Disappointed by the lack of transparency.
A Google User
Jul 22, 2015
Doesn't seem to autoupdate, too complicated. I downloaded this because it has a widget that shows aggregate portfolio value and was free. It's annoying to initially figure out how to setup a new portfolio and doesn't seem to update regularly w/o going into the program, negating the whole point. Looking for something to provide as close to real time quotes with position value in a widget. Widget font is way too small and doesn't seem to be alterable in config. BOTTOM LINE: This app does do what I wanted, but seems unpolished & too complex for my basic needs. You get what you pay for.
A Google User
Jul 18, 2015
Nice one Could be very useful if it had comprehensive help and literature or glossary of terms used in investment finance
A Google User
Jul 3, 2015
Really useful Unlike many competitors, this app works fine with international multicurrency investments of various types.
A Google User
Jun 5, 2015
Google Finance Please add google finance as a quote provider, it provide real-time prices for many exchanges while yahoo is 15 min delayed.