Because the default app just ain't cutting it.

May 18, 2011 7:53 AM

There are lots of stock-related iPhone apps available, but either I haven't found the one that does the simple thing I want, or I haven't conquered the learning curves of the ones I've tried to see that they already do it. Very simple requirements inside.

My portfolio is currently comprised of three mutual funds. I would like:

1: To tell the app the initial (current when I set up the app) value of the total portfolio (broken down in each of the three mutual funds)

2: Tell it there is a monthly scheduled deposit into the portfolio (program in the date it goes through and the amount per fund. It's just a simple 33.3/33.3/33.3% split).

3: Display the current value of the portfolio in dollars (or just itemizing it for each of the funds would be ok if it won't collate them for me).

Pretty simple, yet finding the right one has eluded me.

posted by sourwookie to Technology (1 answer total)

I haven't seen a stand alone app that does that, but have you tried downloading the app of the broker/mutual fund company you invest through? For example, I have some money with Vanguard, and their app lets me log in and see the value of my investments. I know Fidelity has a similar app...
posted by Arbitrage1 at 11:38 AM on May 18, 2011