Stock Position2.7

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).

Version History Bug fixes 2.7 10/18/2024 Bug fixes 2.6 02/09/2023 Bug fixes 2.5 06/10/2022 Bug fixes and new subscription options 2.4 03/08/2021 Bug fixes and new subscription options. 2.3 03/07/2021 Faster stock data downloading.
Minor bug fixes. 2.2 03/17/2016 Real time prices for many stocks 2.1 10/02/2014 Transfer portfolios to nearby devices using Bluetooth/WiFi.
Intra-day stock proxies turn off when underlying asset reprices itself at the end of the day.
iOS7 look.
Portfolio value of a stock prior to IPO assumed to be 1st day's price not $0.
Faster data downloading from web.
Starting screen selectable. 2.0 04/08/2014 Added asset 'surrogates' to approximate intra-day gain/loss for assets that don't trade during the day (e.g. Fidelity Funds).

Revised Asset display graphics

Prioritized asset display so it updates more quickly on App relaunch 1.5 08/05/2013 Expands from 1 to 8 Portfolios, each with a capacity of 40 assets (5 assets if not upgraded and no subscription is active).

Portfolios can be transmitted to other devices. 1.4 06/03/2013 1.2 05/16/2013