I use it for tracking my personal expenses and it's quite an eye opener. “Mint has to be my favorite app on my tablet and phone. It also pulls in and categorizes transactions. The app allows users to track, budget and manage money, identify where it’s being earned, saved, and spent.
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Mint is a popular free app that aggregates bank, credit, investments, loans, and retirement accounts. Shelton Capital Management Advisory Group Once the goal(s) have been articulated, then the planner can do the work and chart an investment plan to achieve the goal(s).” The plan can then be emailed back to the advisor from the app for the advisor to review. The concept is to get the client to sit with his/her spouse and have the discussion and agreement as to what their goals are and do it in the privacy of their home instead of eating up the advisor’s time in the office. “I recommend that my clients use goalGetter to develop a goal plan. Advisors ask clients to plot their own goals and then assist them in achieving the goals. GoalGetter allows users to identify financial goals and plot them against a timeline, detailing how much monthly savings are needed to attain those goals. For this reason, it's become an invaluable tool for me.” It immediately tells me not just what the stock price is doing but also how traders are reacting to it. I love being able to pull up a chart with my favorite technical indicators and see the StockTwits! stream right in the sidebar.
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“I spend most of my day reading and doing research on my iPad these days and ChartIQ Plus is the most effective way I’ve found to keep up with what’s going on in the markets. StockTwits! allows users to join in a Twitter-like conversation with 150,000 investors discussing stocks. It has tools to test stock price predictions, projecting indicators and moving averages against hypothetical future price movements. The app provides end-of-day quotes for all U.S. I haven't found an app that gives me as much visual info on yield/book, value/earnings/estimated earnings, etc., all on one site.”ĬhartIQ Plus is for professionals and advanced chartists. StockSpy gathers data on the fly, especially yields. “I use this app more in the background for my own research.
It is not intended for performing technical analysis or tracking portfolio value. StockSpy HD aggregates tracking stock market news for select companies and, with NewsCharts, allows users to visualize how the news impacts stock prices.
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$19.99 in iTunes Store (available for the Android too) Stocks, Watchlists, Stock Market Investor News, Real Time Quotes & Charts Whatever your requirements, these are 10 must-have smartphone and tablet apps that successful financial advisors have successfully deployed. magazine reached out to its readers-professionals with similar requirements, working conditions, and compliance considerations-to identify 10 indispensible mobile applications that really do deliver the goods. Whatever your requirements-managing accounts, reviewing portfolios, communicating with clients, plotting travel-there are usually dozens of competing apps from which to choose. But with upwards of 400,000 mobile apps out there for Apple, Android, and Windows mobile devices, the search for apps that really work can be overwhelming. Financial advisors often dwell on the bleeding edge of technology, more willing than other professionals to exploit the productivity opportunities of new hardware, software, and communications tools.
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