Pocket Investor is an innovative investment manager application designed for Windows Mobile devices.
With Pocket Investor, you can build a portfolio of your investments, maintain records of their prices and activities, and track their performance towards your goals.
Pocket Investor is not a financial manager (it will not control your expenses or budget), nor is intended to replace a desktop analysis tool. Instead, it combines many features in a compact and easy-to-use solution that can be useful in a mobile scenario for small and medium investors.
Note: Plugins for Pocket Investor can be found here.
Here are some key features of "Acquasys Pocket Investor":
· Supports stocks, mutual funds, cash accounts, indices and exchange rates
· Automatic price updates at scheduled days, times and intervals
· Reads news from your favorite RSS channels and filters those related to your investments or to custom keywords
· Multiple investment views: Last Prices, Last Trades, Gains, Price Variation and Portfolio Goals
· 12 analytical charts, including Portfolio Allocation, Market Allocation, Intraday Price, Price Evolution, Investment Type and others
· Intraday stock details (price, volume, day change, day low, day high, last close, 52 weeks low, 52 weeks high)
· Floating ticker showing latest quotes and RSS news (works when program is minimized)
· Offline price history (manual updates are possible)
· Activity history (buys, sales, added and removed shares, dividends received and commission/fees paid)
· Supports transfers to/from cash accounts
· Default commission/fee automatic calculation
· Supports investments in multiple currencies
· Customizable import function for prices and activities (CSV)
· Gain, rate of return and break-even price automatic calculation
· Alert notifications for price/market value (fixed value, percent from last purchase or break-even value) and news
· Goal tracking (% allocation, target date, target value x current value)
· Future value estimator tool
· Sound notifications (quote update, price increase/decrease, market value increase/decrease)
· Encrypted and password-protected database files
· Supports multiple database files
· HTTP Proxy support
· Auto-detection of version updates
Requirements:
· Windows Mobile Classic or Professional (touch-screen enabled) device running Windows Mobile 5.0 or 6.0
· Microsoft .NET Compact Framework 2.0
· Microsoft SQL Server 2005 Compact Edition
Limitations:
· 30 days trial
What's New in This Release: [ read full changelog ]
· Added support for the new format used for US options
· Investment news can now be shared via Twitter