Assets & Dividends

The application is designed to record income and track the status of all your investments, both in exchange-traded assets and over-the-counter. Here are some of the features of the app: - Create portfolios, fill them with exchange-traded assets (stocks, bonds, funds, currencies, etc.) - Add your own assets (real estate for rent, OTC fund, bank deposit, etc.) - Accounting for income and expenses from the sale of assets for taxation using the FIFO method. - Accounting for dividend income, both with and without the already paid tax under the DTT, and with the possible refund (adjustment) of taxes and commissions - Control of the balance, excluding errors (the cash balance in the application and on the brokerage account must always be the same) - Automatic data sync between your devices - Data is securely stored both in iCloud and locally on your iPhone/iPad Terms of use: http://lisin622.beget.tech/terms_conditions_assets.html