Individual Investors and Investment Advisors will love TradeDirector.
TradeDirector uses real time quotes to provide an instant view of your investments and directions to achieve / maintain your desired asset allocations throughout market changes.
TradeDirector is super useful if you have periodic deposits or mandatory withdrawals like a salary or required minimum distributions (RMDs). Investment trades are reflected instantly for Deposits and Withdrawals of any amount to maintain your allocation targets.
Instant comprehensive display of daily performance of all your Portfolios. Drill down to see daily performance of Asset Classes and Assets. The Percents" screens allows you to compare your investment performance with that of friends, with or without revealing your net worth.
Create and Track your own Investment Accounts, real or hypothetical, utilizing the Asset Classes and allocations you desire. Create Portfolios that Track Index ETFs representing the Indexes youre interested in for quick reference.
UNDO allows you to experiment with hypothetical Trades and see they affects your CASH. Tweak Buy and Sell, Deposit and Withdrawal, amounts to keep CASH levels to your liking.
INHIBIT allows TradeDirector to reduce the number of transactions and minimize costs, while maintaining desired allocations. Your CLASS/PORTFOLIO allocation is maintained as your ASSET/CLASS proportion is flexed.
Want to trade a single stock? Just INHIBIT every Asset except that stock... TradeDirector calculates the number of shares to Buy or Sell in real time!
Privacy... Investment quantity data resides only on your phone.
Suitable for tracking 401K, Coverdell Education IRA, Traditional and Roth IRA accounts,
Create and Track Multiple portfolios, each with multiple Classes, each with multiple Assets!
TradeDirector took the author over 3 years, thousands of hours of learning and coding, resulting in 10,000 lines of computer code, 20 different files, simultaneous mathematical solutions, internet communication working together to form a feature rich, highly useful, investment calculator.
Author: Once a Jet Fighter Radar Jammer Electrical Design and Test Engineer, with strong Software and Mathematics background. Now Pilot /Captain at Major US airline. This app replaces multiple spreadsheets I used to create to track stocks and portfolios.
Pro Tip:
"Hey Siri... Open TradeDirector" for an instant, comprehensive performance status of all portfolios! cool... very cool.