1. eValueInsight's Avatar
    Investalent arrived at Windows Phone Store this week and already earned a few 5 stars. There are many apps for stocks, but Investalent is the only one that manage both stocks and options, and more. Besides the features that I will describe below, the maker of the app, IntelliRooster, plans to keep the app free for a limited period of time. Sweet!

    Stock Portfolios
    Each portfolio offers three different views (summary, performance and bar chart) to help investor visualize the different characteristics of his/her stock holdings, such as market value, daily change, cost basis, gain (or loss) and annualized % gain (or loss).

    For each stock in the portfolio, an investor can record multiple transactions, such as buy, sell, dividend reinvestment and splits. The app also calculates which transactions are long or short term and thus may be subject to different taxation rules upon being sold. This my one of personal favs. All the stock apps let you record a purchase price and quantity, then display the current value and change. Investing in real life isn't this simple. Just look at the stocks in the portfolios held in your own brokerages - you may purchase additional shares, sell some shares, get regular dividends, or on rare occasions, get stock split. Investalent can record all these types of transactions and tell you the cost basis, as well as the annualized % gain.
    portfolio_stocksummary_s.png portfolio_stockperformance_s.png portfolio_stockbar_s.png portfolio_transactions_s.png

    Investor can get detailed info on individual stock, such as quote, news, charts, key stats, earning release date and dividend distribution date.
    stock_headlines_s.png stock_stats_s.png stock_charts_s.png stock_earnings_s.png

    Option Portfolio
    The app's main strength is its option features and no other mobile app today offers anything comparable.

    Similar to stocks, the app features a watch list to monitor a call or put option's current price for different strikes at various expiration dates, as well as a portfolio to manage actual opened contract positions.

    When establishing an option position, the app provides guidance, analyzes a contract’s potential profits versus risks, and determines the optimum number of contracts.
    portfolio_options_s.png portfolio_optionchain_s.png portfolio_options_profit_s.png portfolio_options_risk_s.png

    As an option contract approaches expiration, the option's time value premium dissipates. The price of the underlying stock may also move in un-anticipated directions. The app looks at all these data points and offers follow-up suggestions to extract additional return, lock in profits or reduce losses.

    Foreign Exchange and Commodities
    The app provides an investor with the capability to track the exchange rates of most major currencies in the world, make currency conversions, and to monitor the future contract prices of the major commodities.
    forex_builder_s.png forex_main_s.png commodities_s.png

    Import and Export
    All the portfolio, watch list and foreign exchange data can be exported as CSV format to SkyDrive or email. Inversely, previous exported data can be imported back into the application.

    Live Tile
    The application’s primary live tile displays a portfolio’s holdings as well as the portfolio’s percentage daily change. The secondary live tile displays the major North American market indices.
    08-04-2013 03:38 AM
  2. crash1989's Avatar
    ^store link Investalent | Windows Phone Apps+Games Store (भारत)
    cool .. I know people who could use this. Thanks
    08-04-2013 08:32 AM
  3. purestormx's Avatar
    Thanks for the in-depth review and pictures. I just downloaded the app. The app is feature-rich and is free. You are absolutely right that a stock in real-world portfolio doesn't have a single purchase price and quantity; it changes with time and additional trades.
    08-05-2013 02:30 AM
  4. eValueInsight's Avatar
    Investalent has just been updated to version 1.2.929.1. Besides bug fixes, this update includes a set of business and market related podcasts, such as World Business Report, Fast Money, Night Business Report, etc... Investalent currently enjoys a 4.5-star rating in the Windows Phone Store. Here is the link to the app.
    10-15-2013 12:24 PM

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