Stock Position vs Payfin

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).

Payfin is a comprehensive portfolio management tool that allows you to easily track your personal budget and investments from a single platform. Key Features: • Track your income and expenses instantly to keep your budget under control. • Monitor your gold, foreign currency, crypto, and stock market investments with live data on one screen. • Analyze the total value and changes of your assets with clear and insightful charts. • Manage your money effectively without dealing with complex accounting processes. Payfin is always with you on your journey to financial freedom!