3.0.1
2021-12-14
. Removed banner ads in the app.
. Fixed an issue that passcode didn't work correctly on certain devices.
2.9.0
2020-11-08
. Enhanced overall performance.
2.8.5
2020-05-09
. Able to add additional purchase for options holding positions in a portfolio. (Tap the options position, choose "Add Additional Purchase" from the menu.)
. Fixed a rare instance where the keyboard covers part of the symbol auto completion search tip in "Research" tab.
. Enhanced app performance.
2.8.1
2019-10-26
Latest Updates:
. Overall improvement.
Recent Updates:
. Able to prevent your device from auto-locking while using the app.
. Added Top Stocks of FA Scores by Industry ("Tool" tab --> "Top Stocks of FA Score"). Scan and view the stocks with top fundamental analysis scores of various industries, like computers, banking, apparel, business service, coal, chemical, consumer goods, entertainment, health care, real estate, retail, wholesale, and many more. Tap each stock to see FA indicator values, historical charts, scores, etc.
. Added Top Stocks of TA Scores by Industry ("Tool" tab --> "Top Stocks of TA Score"). Scan and view the stocks with top technical analysis scores of various industries. You could tap each stock to see more details.
2.7.11
2019-08-20
. Overall improvement.
2.7.10
2019-08-07
. Added Top Stocks of FA Scores by Industry ("Tool" tab --> "Top Stocks of FA Score"). Scan and view the stocks with top fundamental analysis scores of various industries, like computers, banking, apparel, business service, coal, chemical, consumer goods, entertainment, health care, real estate, retail, wholesale, and many more. Tap each stock to see FA indicator values, historical charts, scores, etc.
. Added Top Stocks of TA Scores by Industry ("Tool" tab --> "Top Stocks of TA Score"). Scan and view the stocks with top technical analysis scores of various industries. You could tap each stock to see more details.
. Overall improvement.
2.7.9
2019-07-23
. Enhanced FA Scores. Now you could tap the small 5-year chart of each FA indicator to view a full-screen & interactive chart.
. Overall improvement.
2.7.8
2019-07-20
. Enhanced FA Scores.
2.7.7
2019-07-02
. Now you can easily copy holding positions in one portfolio and duplicate them in another.
. Enhanced stock analyst ratings with new UI and richer information. ("Research" tab --> "Analyst Ratings")
2.7.5
2019-06-24
. Overall improvement.
2.7.4
2019-06-11
. Improved "Research" and "News".
2.7.3
2019-05-30
. Improved News.
2.7.2
2019-05-23
. Enhanced FA Score.
. Continued to improve stock chart.
2.7.1
2019-05-09
. Continue to improve the stock chart in "Research" tab.
2.7.0
2019-04-30
. Able to check the FA Indicator Charts of a stock directly from FA Score view.
. Added "sort by score" feature when comparing FA Scores and TA Scores of multiple stocks.
. Improved the stock chart in "Research" tab.
. Continued to enhance the user interface of portfolio view.
2.6.9
2019-04-25
. Enabled using Face ID for app unlock. You could set it in "Me" tab --> "Settings".
. Improved the user interface of portfolio summary view and individual portfolio view.
. Extended the date range of FA Indicator History Chart to 5 years. Check it in "Research" --> "FA History Chart". (primary / advanced plan).
2.6.8
2019-04-10
. Overall improvement.
2.6.7
2019-03-26
. Overall improvement.
2.6.6
2019-03-23
. Overall improvement.
2.6.5
2019-03-13
. Add interactive sector chart of portfolio. Enter a portfolio, tap the summary view or the action button on the top right corner and choose "Sector Chart". Quickly view the sector composition of a portfolio. Great for rebalancing and equity
sector allocation.
. View the recent performance chart of each portfolio for up to 1 month. More chart style is added.
. Overall improvement.
2.6.3
2019-03-08
1. Personalize options chain and select specific call / put strikes you'd like to view. Unselected strikes won't show in the options chain any more. You can manage the settings any time and stay focused on what you are interested in. This feature is especially useful for underlying assets with large amount of strikes like AAPL, SPY, etc.
2. "FA Score" (fundamental analysis score) and "TA Score" (technical analysis score) are now available to Primary Plan users.
3. Continue to enhance "FA Score". Besides the score, you can also view the values of many FA indicators like P/E, P/B, P/S, ROA, ROE, ROIC, D/E, Gross Margin, EBITDA Margin, Net Margin, etc for a company. Know the good and the bad of the indicators.
2.6.2
2019-03-04
. Enhance "FA Score". Besides the score, you can also check the value of a list of FA indicators like P/E, P/B, P/S, ROA, ROE, ROIC, D/E, Gross Margin, EBITDA Margin, Net Margin, etc. Know the good and the bad of the indicators.
. Overall improvement.
2.6.1
2019-02-27
. Add "FA History Chart" in "Research". View stocks' historical charts of many fundamental analysis indicators like P/E, P/B, P/S, ROA, ROE, ROIC, D/E, Gross Margin, EBITDA Margin, Net Margin, etc. (primary plan & above)
. Overall improvement.
2.6.0
2019-02-23
. Enhance symbol auto completion in research.
. Overall improvement.
2.5.6
2018-11-05
1. Enhance symbol auto completion in "Research" tab. This feature gives some suggestions based on what you input. Those are just suggestions. If you don't see a stock you are looking for, that does not mean the stock cannot be found. As long as you enter the correct symbol, you could tap the blue "Go" button on the keyboard and proceed to the stock detail view.
2. Continue to improve the speed and overall performance.
3. Continue to optimize for iPhone XS, XS Max, XR and iOS 12.
2.5.5
2018-10-24
. Improve the speed and overall performance.
. Continue to optimize for iPhone XS Max, XS, XR, and iOS 12.
2.5.4
2018-10-15
. Improve the speed and overall performance.
2.5.3
2018-09-27
. Improve fundamental and technical ratings for stocks and portfolios.
Fundamental analysis helps you find a better stock; Technical analysis helps you see better timing.
Active Portfolio automatically goes through hundreds of datasets for each stock and gives the intelligent fundamental and technical ratings for the stock. You can also compare the strengths and find better investment opportunities.
2.5.2
2018-09-15
Latest Updates:
1. Enhance adding various options strategies to portfolio using preset strategy templates.
2. Improve "Top Stocks of TA Score". Scan and view the stocks with top technical analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. Tap each stock to see more details. (pro plan subscription)
3. Overall improvement.
Recent Updates:
. Easily close a holding position partially in portfolio.
. Enable "HotKey" feature in "Research".
. Enhance "Top Stocks of FA Score". Scan and view the stocks with top fundamental analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX.
. Perform fundamental and technical analysis of holding positions in your portfolio with one tap. Compare and generate fundamental analysis and technical analysis score reports of up to 100 symbols at once. Know the strengths and weaknesses of your portfolio.
2.5.1
2018-09-14
Latest Updates:
1. Add "Top Stocks of TA Score". Scan and view the stocks with top technical analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. Tap each stock to see more details. (pro plan subscription)
2. Portfolio supports Pence Sterling currency.
3. Overall improvement.
Recent Updates:
. Easily close a holding position partially in portfolio.
. Enable "HotKey" feature in "Research".
. Enhance "Top Stocks of FA Score". Scan and view the stocks with top fundamental analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. (pro plan subscription)
. Perform fundamental and technical analysis of holding positions in your portfolio with one tap. Compare and generate fundamental analysis and technical analysis score reports of up to 100 symbols at once. Know the strengths and weaknesses of your portfolio. (advanced / pro plan subscription).
2.5.0
2018-09-04
Latest Updates:
1. Easily close a holding position partially in portfolio.
2. Enable "HotKey" feature in "Research".
Recent Updates:
. Enhance "Top Stocks of FA Score". Scan and view the stocks with top fundamental analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. Tap each stock to see more details. (pro plan subscription)
. Perform fundamental and technical analysis of holding positions in your portfolio with one tap. Compare and generate fundamental analysis and technical analysis score reports of up to 100 symbols at once. Know the strengths and weaknesses of your portfolio. (advanced / pro plan subscription).
2.4.9
2018-09-03
1. Enhance "Top Stocks of FA Score". Scan and view the stocks with top fundamental analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. Tap each stock to see more details. (pro plan subscription)
2. Perform fundamental and technical analysis of holding positions in your portfolio with one tap. Compare and generate fundamental analysis and technical analysis score reports of up to 100 symbols at once. Know the strengths and weaknesses of your portfolio. (advanced / pro plan subscription).
3. Overall improvement.
2.4.8
2018-09-01
Latest Updates:
1. Add "Top Stocks of FA Score". Scan and view the stocks with top fundamental analysis scores of all US market, S&P 500, Nasdaq 100, NYSE, and AMEX. Tap each stock to see more details. (pro plan subscription)
2. Perform fundamental and technical analysis of holding positions in your portfolio with one tap. Compare and generate fundamental analysis and technical analysis score reports of up to 100 symbols at once. Know the strengths and weaknesses of your portfolio. (advanced / pro plan subscription).
3. Improve user interface of "Me" tab.
4. Overall improvement.
Recent Updates:
. Improve "Dividend Distribution" for a portfolio holding position.
. Enhance "Close Position" in a portfolio.
2.4.5
2018-08-23
1. Easily view TA Scores (technical analysis score) of multiple stocks in your portfolio with one tap. Our smart system automatically performs technical analysis and generates a diagnostic report based on many indicators. (subscription)
2. Quickly compare FA Scores (fundamental analysis score) of multiple stock holding positions in a portfolio. Know the strength of your stocks compared in the overall market. (subscription)
3. Improve "Dividend Distribution" for a portfolio holding position.
4. Enhance "Close Position" in a portfolio.
2.4.3
2018-08-16
Latest Updates:
1. Improve portfolio with enhanced stock and options holding positions.
2. Compare TA Scores (technical analysis score) of multiple stocks.
3. Quickly compare FA Scores (fundamental analysis score) of multiple stocks.
4. Tap on an individual stock in the comparison view, and get further details of TA / FA Score of the stock.
5. Enhance stock research view.
6. Improve Message Board and Notes.
Recent Updates:
. Add additional stock purchase to an existing position. The app will calculate the average cost price and the total number of shares for you.
. Add "Message Board"; able to share notes.
. Add "TA Score" for stocks. Our smart system automatically performs a technical analysis everyday and generates a diagnostic report based on many indicators. You can check the overall TA strength of a stock, plus breakdown scores of different categories.
. We analyze hundreds of fundamental indicators and many pieces of information of a stock and generate FA scores for the stock and its relative strength in the overall market.
. Improve stock and cryptocurrency heat map with Augmented Reality (AR).
2.4.2
2018-08-07
. Add additional stock purchase to an existing position. The app will calculate the average cost price and the total number of shares for you.
. Improve adding holding positions to a portfolio.
. Add notification settings in "Alert" tab.
2.4.0
2018-07-31
Latest Updates:
. Post public notes directly in "Message Board".
. Improve notes detail view.
Recent Updates:
. Add "TA Score" for stocks. Our smart system automatically performs a technical analysis everyday and generates a diagnostic report based on many indicators. You can check the overall TA strength of a stock, plus breakdown scores of different categories.
. Add "Message Board". Now you can set your stock notes as public or private notes, so you could share the wisdom.
. Add Gold / Silver style for Crypto Heat Map and Nasdaq Heat Map with AR.
. Read stock news together with stock charts in Augmented Reality (AR).
. Able to record AR video directly in the app.
. Able to export live photo of AR directly in the app.
2.3.9
2018-07-10
Now you can set your stock notes as public or private notes, so you could share the wisdom.
. Add "Note Board"; able to share notes.
. Add Gold / Silver style for Crypto Heat Map and Nasdaq Heat Map with AR.
. Read stock news together with stock charts in Augmented Reality (AR).
. Able to record AR video directly in the app.
. Able to export live photo of AR directly in the app.
Recent update:
. Add "TA Score" for stocks. Our smart system automatically performs a technical analysis everyday and generates a diagnostic report based on many indicators. You can check the overall TA strength of a stock, plus breakdown scores of different categories.