Capivot - 金融资产管理和资产配置可视化 2.1.5

曦陈 – Freeware – iOS
hors 4 votes

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2.1.5 Coffre-fort à installer

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Comprehensive Financial Product Library
The platform offers a broad range of financial products including A-shares, B-shares, bonds from the Shanghai and Shenzhen markets, on-exchange and off-exchange funds, Hong Kong stocks, U.S. stocks, and cryptocurrencies. Users can easily refresh asset prices with a single click while benefiting from automatic currency conversion (foreign currencies to RMB).

Customizable Asset Categories
Recognizing that each individual may define asset categories differently, this feature allows users to create their own classifications. Options can range from broad categories such as stocks, bonds, gold, and cash to more nuanced divisions like liquid assets, investments, fixed assets, and receivables or even specific types like index funds, actively managed funds, bond funds, and money market funds.

Custom Tag Groups
Beyond generic asset categories, the app enhances asset analysis with customizable tag groups that allow for diverse perspectives. Users can categorize assets by:
<ul>
 <li>Industry distribution (e.g., technology, consumer goods, healthcare, banking, real estate)</li>
 <li>Geographic distribution (e.g., A-shares, Hong Kong stocks, U.S. stocks)</li>
 <li>Ownership (e.g., self, spouse, parent)</li>
 <li>Accounts (e.g., Huatai Securities, Ping An Securities, Ant Fortune, Tencent Wealth Management)</li>
</ul>

Asset Snapshot Feature
This function records total asset value and distribution while automatically generating historical curve charts and distribution graphs for total assets and various asset categories.

Balance Tracking
Understanding asset allocation does not necessitate cumbersome detailed records; users can simply log their latest asset status with ease.

Local Data Storage
Acknowledging the significance of personal financial information, protecting user privacy is a paramount consideration in our design and development process. Capivot can be used without registration, with all data securely stored locally on the phone.

Feedback and Suggestions
<ul>
 <li>If our app has been beneficial to you, we would greatly appreciate a five-star review along with any comments you may wish to provide; your encouragement fuels our progress.</li>
 <li>If you encounter any issues or have feedback during use, please feel free to reach us through any of the following channels:
 <ul>
 <li>Within the app: My - Join group chat / Suggestions and Feedback (joining the chat is the quickest method)</li>
 <li>WeChat Official Account / Weibo / Xiaohongshu: LizLabs</li>
 </ul>
 </li>
</ul>

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