Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments app for iPhone and iPad
Developer: Cairncross Gate
First release : 15 Oct 2015
App size: 27.01 Mb
Track your portfolio, including employee stock grants, whether your investments are in publicly traded companies or in private companies. Holdings can track your investments in bullion, LP investments, , Bitcoin, and real estate.
Favorite features
• Gain/Loss details per position and per entire portfolio, including pre/post tax
• Vesting schedule for stock grants
• Simulate the pre/post tax value of any stock or grant
• Auto-refresh stock quotes every 10 seconds
• Find all the financial information you need with sleek, intuitive navigation
• Go beyond stocks and track currencies, commodities and more
• Simple and clean interface
• Support many non-US stock exchanges
• All the key details, such as daily open, high and low, volume, price/earnings ratio and market cap
• Browse all news related to a particular stock
• Support tracking and valuing multiple lots of the same items
• 5-day, 1-month, 3-month daily chart views & 1-year & 5-year weekly views
• Delete/Re-order your portfolio and positions
• Universal App with both iPhone and iPad support, so you get two apps for the price of one!
Helpful tips
• Tap any index/stock symbol for its intraday chart, real-time whenever available.
• Tap right column on Net Worth screen to scroll between displays
• Scroll sideways from any detailed company to see another
• Make sure to enable push notifications in order to sync your portfolios across devices in real time
• Input 0 shares in a stock to add it to the list but not affect your net worth
=== Important ===
This app is for your personal informational purposes only. Consult your broker to verify stock prices before any trade. Trade with care and your own responsibility.
Latest pricing data comes from and copyright http://invest.yahoo.com and may be delayed 20 minutes. As this app relies on Yahoo for data which is out of the developers control, the app may stop working without warning.
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Latest reviews of Holdings - Track employee stock options, restricted shares, RSUs and other alternative investments app for iPhone and iPad
Notice how all of the reviews are from a 2 week period? This app is a great idea but its buggy and incomplete. Editing a position is buggy and often doesnt work; and as far as I can tell, the only way to delete an individual position is to delete your entire portfolio. The cliff period option doesnt give you any way to set a starting or ending accelerator. The tax calculation options dont take AMT into account. Theres a need for a great app like this... This isnt it.
Poor design and display for tracking employee stock options, grants date of exercise,, holding, and vested/invested options.
Holdings is unique and useful. The interface is user friendly and will take you through the steps necessary to accurately track your financial data. I highly recommend this app.
Excellent app. Thorough and easy to navigate analysis of my portfolio.
I didnt realize how useful this would be. Wonderful app. Inventive and easy to use. Life changer for me.