Assets & Dividends

manage your assets yourself

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Description

The application is designed to record income and track the status of all your investments, both in exchange-traded assets and over-the-counter.
Here are some of the features of the app:
- Create portfolios, fill them with exchange-traded assets (stocks, bonds, funds, currencies, etc.)
- Add your own assets (real estate for rent, OTC fund, bank deposit, etc.)
- Accounting for income and expenses from the sale of assets for taxation using the FIFO method.
- Accounting for dividend income, both with and without the already paid tax under the DTT, and with the possible refund (adjustment) of taxes and commissions
- Control of the balance, excluding errors (the cash balance in the application and on the brokerage account must always be the same)
- Automatic data sync between your devices
- Data is securely stored both in iCloud and locally on your iPhone/iPad
Terms of use: http://lisin622.beget.tech/terms_conditions_assets.html
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In-Apps

Полный доступ к приложению
1,49 €

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App Info

Category
Finance
Languages
English, Russian
Recent version
3.3.2 (2 months ago )
Released on
Nov 14, 2021 (2 years ago )
Last updated
1 week ago