# Stock Position

> Stock portfolio analysis tool with market data, graphs, beta, and CAPM calculations. (iPhone/iPad app by Peter Kramer.)

- Source: https://appshunter.io/ios/app/stock-position/id634573486 (this page in markdown: same URL + `.md`)
- Developer: [Peter Kramer](https://appshunter.io/developer/348619994)
- Category: Finance, Business
- Price: Free with in-app purchases
- Rating: 3.00/5 from 2 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 5 MB
- Languages: American English
- Released: 2013-05-16
- Data updated: 2026-08-20
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/stock-position/id634573486/reviews.md

## What is Stock Position?

Stock Position downloads and analyzes market price data of a portfolio of stock assets (NYSE or NASDAQ).  It lists the current market price of the individual assets and the portfolio, graphs the price (over the past 10 years) of individual assets and the portfolio, compares the price (over time) to any listed market factor, correlates the rate of return to determine the beta value for the individual assets and the portfolio, and displays the standard deviation and CAPM expected return of the individual assets and the portfolio.  

* 8 portfolios of 40 assets each (or 1 portfolio of 5 assets if no subscription).
* quick display of asset and portfolio current values and gain/loss (many values are real time) 
* use asset proxies (surrogates) to track intra-day asset values
* weekly beta calculated from any start/end dates
 

IMPORTANT NOTE:  Although initially free, Stock Position requires an In App Purchase subscription (non-renewing) to use many features.  A one month initial subscription for each device is included for free. 


Screenshots below:  (All with similar portfolios)
1) CAPM graph showing portfolio diversification with a beta of .96, return slightly better than the market risk with an Alpha of 2.2%.
2) asset table - portfolio total is $ down $464 in the day.  A proxy (SPY) is used to value the day's change in FPURX.   
3) stocks graphed cumulatively from 2013 to 2021.  Rate of return 14.9%.
4) Portfolio correlation to a market factor (SPY) showing a beta of .96 since 01/01/13, a return of 15.2% which is 2.2% (alpha) better than the market risk-related return.  Beta sensitivity to Start Date is displayed by moving the slider.
5) Portfolio comparison to a market factor (SPY) showing close correlation with small residuals until recently (due to FDX and TSLA).

## Key features

- Download and analyze market price data
- Track individual asset and portfolio values
- Graph historical price performance (up to 10 years)
- Compare portfolio to market factors
- Calculate beta and CAPM expected return
- Manage multiple portfolios
- Real-time gain/loss display

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| load/graph data for 1 month | $0.99 | one-time |
| Load/graph data for 6 months | $1.99 | one-time |


## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/stock-position/id634573486/reviews.md

### 1/5 — Does not work at all

*2017-09-24*

Knowing the developer's other apps I am sure this one was pretty amazing, unfortunately it does not seem to work anymore: when opening the app, the following error message appears "web connection fail"...

**Developer response:** Please download the new version that fixes the bug you identified.  And use the Contact Us button if you find any other bugs.

### 5/5 — Great for correlations

*2015-11-23*

I use this app to compare the historic price of stocks and show how correlated they are (to each other and to indexes).  It has great graphics.

## Frequently asked questions about Stock Position

### What is Stock Position?

Stock Position is a finance app designed to download and analyze market price data for your stock portfolio. It provides insights into asset and portfolio values, historical performance graphs, and key financial metrics like beta and CAPM expected return.

### How many portfolios can I manage with Stock Position?

Without a subscription, you can manage 1 portfolio with up to 5 assets. With a subscription, you can manage up to 8 portfolios, each containing up to 40 assets.

### Does Stock Position show real-time data?

Yes, many values displayed by Stock Position are real-time, including quick displays of asset and portfolio current values and gain/loss.

### What financial metrics does Stock Position calculate?

Stock Position calculates the beta value for individual assets and the portfolio, as well as the standard deviation and CAPM expected return for both. It also displays alpha and correlation to market factors.

### Is Stock Position free to use?

Stock Position is free to download and includes a one-month initial subscription for each device. However, many advanced features require an In App Purchase subscription (non-renewing) to use.

### What devices does Stock Position support?

Stock Position is supported on iPhone, iPad, and iPod devices.

### How often is Stock Position updated?

The latest version of Stock Position is 2.7, and it was last updated on October 18, 2024. This indicates a relatively active development cycle.

### What is the user sentiment for Stock Position?

Based on the available data, Stock Position has a rating of 3.0 stars from 2 ratings. This suggests mixed user sentiment, with potential areas for improvement.

## Version history (last 5 releases)

### 2.7 — 2024-10-18

Bug fixes

### 2.6 — 2023-02-09

Bug fixes

### 2.5 — 2022-06-10

Bug fixes

### 2.4 — 2021-03-08

Bug fixes and new subscription options

### 2.3 — 2021-03-07

Bug fixes and new subscription options.

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## More apps by Peter Kramer

- [Maze Square (Lite)](https://appshunter.io/ios/app/maze-square-lite/id348864642)
- [Springs'nThingsLite](https://appshunter.io/ios/app/springsnthingslite/id375527768)
- [Maze HyperCube Lite](https://appshunter.io/ios/app/maze-hypercube-lite/id378658863)
- [iPlayingCards (Lite)](https://appshunter.io/ios/app/iplayingcards-lite/id393472221)
- [Expense List](https://appshunter.io/ios/app/expense-list/id453919019)
- [OptionPosition+](https://appshunter.io/ios/app/optionposition-plus/id466960840)

All apps by Peter Kramer: https://appshunter.io/developer/348619994

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-20.*