Stock Position vs sheyps

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).

Tired of your spreadsheets? sheyps offers an easy and clean overview to all your assets, and helps you keep track of your net worth.  Extrapolate your current portfolio value into the future and get insights and assumptions for your retirement. Add any type of asset you want. FLEXIBILITY sheyps offers a maximum of flexibility. You can order all your assets in categories you define yourself. You can input values directly or as the quantity of a value. Manually provided, or from the market (premium). You decide. Currently sheyps is only available on iOS for iPhone. But in future it will be provided on iPad and MacOS as well, all synched via iCloud. PRIVACY "we believe that privacy is a fundamental human right" - Tim Cook Apple sheyps doesn't track any of your data, we don't try to cross-sell you anything else and obviously we don‘t sell your data. We don't work with any financial institutes and any data you provide stays on your devices, synched and encrypted via iCloud. USABILITY The focus of sheyps clearly lies on tracking your current net worth. The most important part is to make updating your quantities as easy as it gets. For this reason, by design, sheyps refrains from tracking historical data to an exaggerated degree. You don't need to provide any dates or buy in values. Simply put in you current quantities and you are good to go. SUBSCRIPTIONS sheyps is a free download and you can manually input anything you like. To access real time market data sheyps offers auto-renewing subscriptions. The subscription price will be charged to your iTunes Account. FEEDBACK If you have any feedback or need help you can reach out to feedback@sheyps.com TERMS OF SERVICE https://www.sheyps.com/other/terms-of-service PRIVACY POLICY https://www.sheyps.com/other/privacy-policy