Acquasys Pocket Investor v1.6.1.30102Requirements: WM05, WM06
Overview: Pocket Investor is an innovative investment manager application designed for Windows Mobile
Classic and Professional (touch-screen enabled) devices.

With Pocket Investor, you can build a portfolio of your investments, maintain records of their prices and
activities, and track their performance towards your goals. Pocket Investor combines many features in a
compact and easy-to-use solution that can be useful in a mobile scenario for small and medium investors.
Main Features:
-
Supports stocks, mutual funds, cash accounts, indices and exchange
rates- Automatic price
updates at scheduled days, times and intervals
- Reads news from your favorite RSS channels and filters those
related to your investments or to custom keywords
- Multiple investment views: Last Prices, Last Trades, Gains, Price Variation and Portfolio Goals - 12 analytical charts, including Portfolio Allocation, Market Allocation, Intraday Price, Price Evolution, Investment Type and others
- Intraday stock details (price, volume, day change, day low, day high, last close, 52 weeks low, 52 weeks high)
- Floating ticker showing latest quotes and RSS news (works when program is minimized)
- Offline price history (manual updates are possible)
- Activity history (buys, sales, added and removed shares, dividends received and commission/fees paid)
- Supports transfers to/from cash accounts
- Default commission/fee automatic calculation
- Supports investments in multiple currencies
- Customizable import function for prices and activities (CSV)
- Gain, rate of return and break-even price automatic calculation
- Alert notifications for price/market value (fixed value, percent from last purchase or break-even value) and news
- Goal tracking (% allocation, target date, target value x current value)
- Sound notifications (quote update, price increase/decrease, market value increase/decrease)
- Encrypted and password-protected database files
- Supports multiple database files
Version History
03-01-2008 - version 1.6.1
- Improved: Reduced data traffic when updating prices
- Fixed: Reference Index comparison
- Other minor fixes
02-16-2008 - version 1.6
- New: Reference Index for price variation comparison
- New: Price Variation chart
- New: Monthly Savings chart
- New: Save chart as image
- Improved: New activities for transfer and adjustment of cash accounts
- Improved: Chart screen redesigned for better one hand usage
- Improved: Investment and portfolio selection in Chart screen are kept for next chart
- Minor fixes
01-31-2008 - version 1.5
- New: Support for Options
- New: New Options view
- New: Alert for losses (absolute value or percentage)
- New: Automatic datafile compression (weekly)
- New: HTML optimization using Skweezer
- Improved: Qty/Price shown in Activity list
- Minor fixes
01-15-2008 - version 1.4
- New: Stock category field (small/mid/large cap)
- New: Stock category allocation chart
- New: Risk allocation chart
- New: Fund Composition (bonds, money market, large/mid/small caps, other)
- New: Auto change view when cradled (option)
- New: Price evolution for 7 days (Investment Summary)
- Improved: Investment Type chart now includes composition of funds
12-19-2007 - version 1.3
- New: Average Buy Price (Investment Summary)
- New: Save investment summary as HTML
- New: Update progress indicator
- New: Movable alerts
- New: Change view automatically (setting)
- New: Split shares function (quantity adjustment)
- Fixed: Holding period for investments no longer owned
More Info:
Code:
Acquasys - Pocket Investor Code:
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