InvestControl - Investments

InvestControl - Investments helps investors organize and monitor portfolios containing different types of assets, including stocks, bonds, mutual funds, and foreign currencies. The app brings these holdings together so users can review their investments, record transactions, and follow changes in portfolio value from a single place.

Portfolio and price tracking

Asset prices can be updated automatically through a quote provider or entered manually. This gives users two supported ways to keep portfolio information current. The app also provides alerts for price changes, helping users notice movement in tracked investments, and can notify them about important news related to their holdings.

Transaction tracking complements the price information by giving users a way to maintain records connected with their investments. Together, asset details, transactions, and updated prices provide the core tools for reviewing a portfolio over time.

Custom organization for assets

InvestControl - Investments supports custom fields and tags for categorizing individual assets. Users can organize holdings according to their own preferences rather than relying only on fixed categories. These labels can also be used to examine how assets are distributed across a portfolio and to consider its diversification.

Goals and progress

Users can set a target amount and target date for each portfolio, then track progress toward those targets. This makes the goal feature suitable for connecting a portfolio with a defined financial objective. The source description recommends setting realistic targets while considering risk tolerance, investment horizon, and market conditions.

Portfolio-related news

A built-in news aggregator filters articles according to the user's portfolio. Instead of presenting unrelated market coverage, it is intended to surface news that may affect the investments being followed. Users can check these updates alongside price information when reviewing their portfolios.

Data handling

The app description states that personal and investment data is not sent to its servers. This privacy-focused approach is presented as part of how InvestControl - Investments handles portfolio information. The available tools are centered on personal tracking, organization, alerts, goals, and relevant news rather than on making investment decisions for the user.