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Stock Position
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Stock Position
Stock Position

Stock Position

Developer: Peter Kramer
App Size: 5.3 MB
Release Date: May 16, 2013
Price: FREE
3
2 Ratings
Size:
5.3 MB
Download on the App Store

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
iMessage
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Stock Position downloads and analyzes market price data of a portfolio of stock assets (NYSE or NASDAQ). It lists the current market price of the individual assets and the portfolio, graphs the price (over the past 10 years) of individual assets and the portfolio, compares the price (over time) to any listed market factor, correlates the rate of return to determine the beta value for the individual assets and the portfolio, and displays the standard deviation and CAPM expected return of the individual assets and the portfolio.

* 8 portfolios of 40 assets each (or 1 portfolio of 5 assets if no subscription).
* quick display of asset and portfolio current values and gain/loss (many values are real time)
* use asset proxies (surrogates) to track intra-day asset values
* weekly beta calculated from any start/end dates


IMPORTANT NOTE: Although initially free, Stock Position requires an In App Purchase subscription (non-renewing) to use many features. A one month initial subscription for each device is included for free.


Screenshots below: (All with similar portfolios)
1) CAPM graph showing portfolio diversification with a beta of .96, return slightly better than the market risk with an Alpha of 2.2%.
2) asset table - portfolio total is $ down $464 in the day. A proxy (SPY) is used to value the day's change in FPURX.
3) stocks graphed cumulatively from 2013 to 2021. Rate of return 14.9%.
4) Portfolio correlation to a market factor (SPY) showing a beta of .96 since 01/01/13, a return of 15.2% which is 2.2% (alpha) better than the market risk-related return. Beta sensitivity to Start Date is displayed by moving the slider.
5) Portfolio comparison to a market factor (SPY) showing close correlation with small residuals until recently (due to FDX and TSLA).
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Stock Position 2.6 Feb 9, 2023
Feb 9, 2023 Version History
Bug fixes

~Peter Kramer
More Information about: Stock Position
Price: FREE
Version: 2.6
Compatibility: Requires iOS 12 Or Later
Bundel Id: com.kramerandkramer.stockposition
Size: 5.3 MB
Genre: Finance
Release Date: May 16, 2013
Last Update: Feb 9, 2023
Content Rating: 4+
Developer: Peter Kramer
Language: English -
All Apps & Games Developed by: Peter Kramer

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