InvestControl - Investments 3.3.1

InvestControl is a comprehensive portfolio management application designed to provide investors with a detailed and versatile tool for asset tracking. Its interface is both compact and user-friendly, enabling access from any location.

Beyond basic stock monitoring, InvestControl allows users to curate portfolios encompassing a wide range of investment types, including stocks, bonds, foreign currencies, and mutual funds. The software supports maintaining precise records of prices and transactions, alert notifications for price fluctuations, significant news, and market events. Additionally, it offers goal tracking features and extensive analytical tools.

Distinct from many other applications, InvestControl emphasizes user privacy by ensuring that no personal or investment data is ever transmitted to servers, maintaining complete confidentiality.

Features

• Supports worldwide stocks, mutual funds, ETFs, bonds, stock options, cash accounts, indices, currencies, loans, real estate, and other investment instruments.
• Allows management of multiple portfolios with unlimited assets.
• Provides flexible price retrieval options: automatic quotes from providers, manual entry, or extraction from web pages.
• Enables manual or CSV-imported entries for transactions such as purchases, sales, transfers, dividends, and fees/taxes. Recurring transactions like deposits or fees can be scheduled.
• Asset summaries include total buys/sales/dividends/fees, current valuation, realized gains or losses, annualized returns, average or break-even prices, current yields (notably for bonds), recent transactions and news updates, upcoming events, and more.
• A comprehensive Portfolio Summary presents 15 analytical charts for each portfolio—covering market value, gains/losses, asset allocation by type/risk/issuer, liquidity metrics, annualized returns, monthly deposits and dividends received, as well as future value projections. A consolidated summary view aggregates data across all portfolios.
• Goal tracking: Users can set targeted amounts and deadlines for individual portfolios and monitor remaining sums and timelines toward achieving them.
• Custom fields and tags: Facilitate asset categorization aligned with personal strategies and enable visual portfolio analysis based on these classifications.
• The integrated news aggregator filters market news relevant to the user's portfolios from channels like CNN and Reuters; additional RSS feeds can be added easily.
• Alerts: Customizable notifications for price changes or valuation shifts at asset or portfolio level. Alerts can be configured to trigger adjustments based on specified values or percentages.
• The Financial Agenda tracks important upcoming events such as expiration or maturity dates, IPOs, dividend payout dates, and more.
• An interactive simulation tool projects future portfolio values considering variables like investment duration, expected return rates, inflation levels, and regular deposits.
• Home widgets provide quick overviews of portfolios, assets, news streams, and upcoming events.
• Export options include image captures of summaries, PDF documents, and data exports compatible with applications like Excel, Google Docs, or Evernote.
• User security features include PIN or fingerprint protection.
• Numerous customization settings allow tailoring update frequencies, display currency preferences, inflation/interest rates adjustments.
• All data are stored locally on the device without recurring server costs or privacy compromises.

The application begins a 20-day trial period upon installation for full feature evaluation. Post-trial limitations apply unless features are unlocked via in-app purchase.

Please contact us via email for any bug reports, inquiries, or suggestions. Your feedback is appreciated; if you find InvestControl useful, kindly consider leaving a review. Thank you!