Pocket Investor is an innovative investment manager designed for Windows Mobile Classic and Professional (touch-screen enabled) devices, which combines many features in a compact and powerful solution especially designed for small and medium investors in a mobile scenario. With Pocket Investor, you can build portfolios with different types of investments, maintain records of their prices and activities, be alerted about price changes, relevant news and events, analyze them using over 20 different charts and track their performances towards your goals.
Pocket Investor gives you instant answers to questions like these:
How are my investments performing today, this week, this month or this year?
What is the current market value of my porfolio?
How are my investments allocated, including those in mutual funds?
How are my stocks diversified?
How risky is my portfolio today?
How close am I from the goals I defined for my investments?
What are the latest news that affect my investments?
Automatic data updates can occur at specific days, times and invervals (for example, every 15 minutes, only on workdays from 9am - 6pm)
When price information is not available directly from the quote provider, Pocket Investor can capture it from HTML pages. This powerful feature can be used for non-US funds/options and commodities, for example
Investment News
Reads news from your favorite RSS channels
News Filter retains only news related to your investments or to custom keywords
News can be sent by e-mail or "clipped" for later reference
Allows direct access to online TVs and Radio programs specialized in finance and investments, like Bloomberg and BBC (pre-defined channels are provided and more can be added by the user)
Investment Views
Multiple views: Last Prices, Last Trades, Positions, Gains, Price Variations, Indicators and Options
Optional view auto-rotation, activated when device is cradled
Search Mode helps you to quickly locate investments in large lists
Exclusive Option tracking view with strike price, remaining days for expiration and status indicator (in/out/at-the-money)
Charts
Over 20 analytical charts: Intraday Price, Price Evolution - 30d and 12m, Price Variation - 30d, 12m and Summary, Annual Rate of Return, Total Gain, P/E Ratio, Earnings Yield, Dividend Yield, Monthly Savings, Invest. Allocation, Invest. Type Allocation, Stock Allocation, Stock Cap. Allocation, Risk Allocation, Market Sector Allocation, Institution Allocation, Total Value Evolution, Goal Allocation and Goal Status.
Exclusive Describe function (turns any chart into a report)
Activities
Activity history (buys, sales, transfers, adjustments, dividends received and fees paid)
Supports transfers to/from cash accounts
Default commission/fee automatic calculation
Price History
Maintains offline price history for each investment (manual updates are possible)
Downloads up to 24 months of historical data for each investment
Customizable import function (CSV files)
Investment Agenda
Includes an Investment Agenda for relevant events such as IPO dates, corporate results and meetings
Built-in alert at event date/time (optionally creates a reminder in Pocket Outlook)
Investment Summary
Complete Investment Summary including automatic calculation of gain, rate of return, break-even and average price, and performance comparison to a reference index (ex. Dow Jones, Nasdaq etc)
Custom Alerts
Individual and global alerts for price and market value (fixed value, percent from last purchase or break-even value), gains and losses
Alerts can be configured to fire once, invert-and-repeat (useful to track when price crosses below or above the break-even price) or adjust-and-repeat (useful for track incremental changes in price/value by a given percent or fixed amount)
Special sound notifications (quote update, price increase/decrease, market value increase/decrease)
Goal Tracking
Allows creation of multiple goals with portfolio allocation %, target date and target value
Special view with percent achieved for each goal
Dedicated chart for target values x current portfolio value
Optional progressive alerts for each 10% achieved for each goal
Stock-Specific Features
Intraday stock details (price, volume, day change, day low, day high, last close, 52 weeks low, 52 weeks high)
Retrieves and compares stock indicators (P/E ratio, Earnings Yield and Dividend Yield)
Supports stock splits and reverse stock splits to adjust price history
"Quick Add Stocks" screen for fast data entry
Other Features
Floating ticker showing latest quotes and RSS news (works also when program is minimized and over special interfaces like TouchFLO)
Integrated estimator tool calculates future portfolio value given a period in months/years, a monthly amount invested and a hypothetical rate of return that can be obtained automatically from one of your investments
Supports multiple data files with encryption and password protection
Auto-detection of version updates
Download the Trial version (free for 30 days) and discover why Pocket Investor is the most powerful mobile investment tool in the market today!
Visit www.pocket-investor.com for screenshots, FAQ, user manual, latest updates and special promotions.
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Supported operating systems:
Windows Mobile 5.0, Windows Mobile 6 Classic, Windows Mobile 6 Professional, Windows Mobile 6.1 Classic, Windows Mobile 6.1 Professional, Windows Mobile 6.5 Professional
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