Description
This app focuses on portfolio management, helping you clearly build and manage holdings across different strategies.
Core functions include: creating and categorizing multiple independent holdings (such as core holdings and watchlist holdings), and batch entering key information such as stock costs and quantities for each holding.
The holding details page calculates and displays the overall profit/loss and percentage for each stock in real time; clicking on a single stock allows you to view its specific data and simulated price movement within the holdings.
The portfolio dashboard provides a global perspective, including total profit/loss, the market value percentage of each position, and details of the stocks with the largest profit/loss.
Making your investment strategy clear at a glance.