Market Portfolio app for iPhone and iPad

4.0 ( 480 ratings )

Finance Business
Developer: SERFIEX

Free

Current version: 1.1.3, last update: 2 months ago
First release : 06 Oct 2023
App size: 29.93 Mb

What is MarketPortfolio?

An application to measure the return and risk of your aggregate portfolio and compare it to an unbiased index.
This is essential. All professional investors do it. If you dont, youre investing in quicksand. You wont stand a chance.
Everything integrated: stocks, funds, bonds, even cryptos.
MARKET PORTFOLIO is a free application.
MARKET PORTFOLIO is a simplified version of RISKCO, software used by more than 100 financial institutions, so you can invest with maximum possibilities.
You will have a complete, accurate and centralised record of all your transactions and much more.
You can have several portfolios, compare and aggregate them.
Import your portfolios and trades from APIS, standardised Excel or manually.
Complete and accurate analysis: look through for mutual funds and fair value for illiquid bonds.

Summary and Alerts
Valuation, performance and risk of your aggregated portfolio compared to an unbiased index.
You will be able to react quickly from risk-return alerts on your portfolio.

Monitor
Graphical monitoring of the performance and risk of your portfolio against your benchmark or another portfolio.

Portfolio
Valuation and risk of assets and portfolio at market prices.