Stock Position vs Ratio

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).

Track how assets perform relative to each other with Ratio. Instead of looking at prices in isolation, see the real story: How many ounces of gold does one Bitcoin buy? How does the S&P 500 compare to bonds over time? Ratio makes it easy to compare any two assets and spot trends you'd otherwise miss. COMPARE ANYTHING Build ratios from 95+ assets including: • Crypto: Bitcoin, Ethereum, Dogecoin, XRP, and more • Precious Metals: Gold, Silver, Platinum, Palladium • Stocks: Apple, Tesla, Nvidia, Microsoft, and top US equities • ETFs: SPY, QQQ, sector ETFs, bonds, commodities • Forex: EUR/USD, USD/JPY, GBP/USD INTERACTIVE CHARTS • View ratios across multiple timeframes: 1M, 3M, 6M, 1Y, 5Y, or Max • Normalized view (0-100 scale) to easily compare trends • Historical data going back decades for many assets WATCHLIST • Save your favorite ratio pairs • See current values and daily changes at a glance • Drag to reorder, swipe to delete ALERTS • Set alerts when a ratio goes above or below your target • Get notified when conditions are met • Never miss an important crossover BUILT FOR SIMPLICITY • Clean, dark interface • Fast and responsive • Works offline with cached data Whether you're tracking Bitcoin's purchasing power, comparing growth vs value stocks, or monitoring currency pairs, Ratio gives you a new lens on the markets.