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Stock Position
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Stock Position
Stock Position

Stock Position

Geliştirici: Peter Kramer
Uygulama Boyutu: 5,3 MB
Çıkış Tarihi: 16 May 2013
Fiyat: FREE
3
6 Derecelendirme
Boyut:
5,3 MB
App Store'dan İndir

Uygulama Ekran Görüntüleri

iPhone
iPhone X
iPad için Daha Fazla Ekran Görüntüsü
iMessage
iMessage için Daha Fazla Ekran Görüntüsü
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).
Daha Fazla Göster
Stock Position 2.6 9 Şub 2023
9 Şub 2023 Sürüm Geçmişi
Bug fixes

~Peter Kramer
Hakkında Daha Fazla Bilgi: Stock Position
Fiyat: FREE
Sürüm: 2.6
Uyumluluk: iOS 12 veya Sonrası
Paket Kimliği: com.kramerandkramer.stockposition
Boyut: 5,3 MB
Tür: Finance
Çıkış Tarihi: 16 May 2013
Son Güncelleme: 9 Şub 2023
İçerik Derecesi: 4+
Geliştirici: Peter Kramer
Dil: İngilizce -
Tüm Uygulamalar ve Oyunlar Geliştirici Tarafından: Peter Kramer
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