Investment portfolio tracking app?

[Manatee]

Is there an app for the iPhone that keeps track of one's investment portfolio? (securities + bank accounts + maybe assets)
The features I'm looking for are:

- Enter ticker symbol, quantity, and price paid for stocks etc.
- Get current price of securities and show gain/loss
- Enter login information for bank and loan accounts
- Connect to accounts and get current balance
- Keep history for tracking/graphing
- Enter names, categories, initial price, and value of assets
- Calculate net worth

I've tried to keep up with apps that are added to the App Store, but I'm losing track of what's out there.

If an app like I described above doesn't yet exist, I think it would be a good $20+ app for a lot of middle-aged business people like me.

 

[heehee]

Bloomberg app is a good investment app. I don't think I would want an app like you described unless it's developed by a legit investment firm. I wouldn't want to add in my bank account info to some $20 app.

 

[greggov]

I'm not sure if there's one app that does it all, but Bloomberg in combination with PageOnce may be able to accomplish most of that list, but I don't think all. PageOnce lets you enter in bank accounts and credit cards (and a bunch of other things). you can check it out at pageonce.com to get a full run down of the security and encryption they use as well as the accounts they offer.

 

[Michael CM1]

Dropping your phone from a 20-story building will provide the same features that an investment tracker would right now. Just make sure to turn on your GPS to get the most realistic data.

 

[SimonLebon]

I'd check out MobiStox. I've been using it on Android for over a year now and I see they have a MobiStox Lite (free), and the paid version now on iTunes.

Best of luck

 

[rissadum]

Is there an app for the iPhone that keeps track of one's investment portfolio? (securities + bank accounts + maybe assets)
The features I'm looking for are:

- Enter ticker symbol, quantity, and price paid for stocks etc.
- Get current price of securities and show gain/loss
- Enter login information for bank and loan accounts
- Connect to accounts and get current balance
- Keep history for tracking/graphing
- Enter names, categories, initial price, and value of assets
- Calculate net worth

I've tried to keep up with apps that are added to the App Store, but I'm losing track of what's out there.

If an app like I described above doesn't yet exist, I think it would be a good $20+ app for a lot of middle-aged business people like me.

have you find any good app for your requirement ...