InvestFlow

InvestFlow is a powerful portfolio manager which combines many features in a compact and friendly solution designed for investors who wish to keep track of their assets anywhere.

InvestFlow goes far beyond stock watchers go and allows you to build portfolios with different types of investments, including stocks, bonds, foreign currencies and mutual funds, maintain records of prices and transactions, be alerted on price changes, relevant news and events, track goals and much more.

And differently from most financial apps, no identification or personal/investment data is EVER sent to our servers, for your total privacy.

Features

★ Supports worldwide stocks, mutual funds and ETFs, bonds, stock options, cash accounts, indices, currencies, loans, real estate and generic investments.

★ Supports multiple portfolios with unlimited assets.

★ Depending on asset type, prices can be obtained automatically from a quote provider, entered manually or extracted from web pages and API endpoints using custom extraction expressions.

★ Transactions as buys, sales, transfers, dividends and taxes/fees can be entered manually or imported from CSV files. Recurring transactions like regular deposits and fees can be scheduled.

★ Asset summaries include total buys/sales/dividends/fees, current value, realized gain/loss, annual return, average/break-even price, current yield/yield to maturity (bonds), latest transactions and news, upcoming events etc.

★ A detailed and customizable Portfolio Report with over 20 sections is presented for each portfolio, including market value, total gains and losses, type/risk/institution allocation, liquidity, annual returns, monthly deposits, dividends received and value projection. A summary view shows consolidated info from all portfolios.

★ AI analysis: InvestFlow can offer personalized insights about your portfolio, including strengths, weaknesses, allocation strategies and recommendations.

★ Goal tracking: set target amounts and dates for each portfolio and track the remaining value and time until you reach them.

★ Custom fields and tags can be used to categorize each asset according to your personal needs and see the allocation of your portfolio based on them.

★ The built-in news aggregator downloads and filters only the news that are relevant to your portfolio. Several channels like CNN and Reuters are provided, and you can easily add more from any RSS feed.

★ Alerts can be programmed for changes in prices, market value or gain/losses, for each asset or for specific portfolios. After triggered, they can be automatically inverted or adjusted by a certain value or percentage.

★ A Financial Calendar keeps track of relevant events and reminders for each asset, like expiration/maturity dates, IPO dates, payout dates etc.

★ A graphical simulation tool projects the future value of your portfolio based on variables like period, return rate, inflation, monthly deposits etc.

★ Home widgets are provided for a quick overview of your portfolios, assets, news and upcoming events.

★ Asset/portfolio summaries can be exported as image, printed or saved as PDF.

★ Assets and transactions can be exported to compatible apps as Excel and Google Sheets.

★ Data is stored and processed locally on your device. No recurring server fees involved and your privacy is assured.

★ 100% native Android app: superlight and fast.

* Some features are exclusive to the Premium version, which can be unlocked via in-app purchase for a one-time fee.

Please use the contact e-mail for bug reports, questions or suggestions. Thanks!