Monitor and Adjust Investment Portfolios with Allocator 1.0 for OS X

February 4, 2015 in Financial (E)

[] Nova Scotia, Canada - Solbits Software, Inc. today is proud to announce the release and immediate availability of Allocator 1.0, a financial investment platform exclusively for OS X Yosemite. Developed specifically for investors, Allocator helps manage important assets by organizing, tracking, comparing, and adjusting investments to stay on track and reach goals. Allocator displays current stock details and gains in percent and dollars based on current market price. The application supports 165 different currencies, making it a smart choice for investors with foreign investments, as the values can easily be converted to their base portfolio currency.

Allocator displays the overall portfolio performance, the current allocation of investments, and the total value based on current market value by showing simplified and color coordinated graphs. Each break-down auto calculates based on current stock details and transactions. Simply use the search feature to find and add stocks or exchange-traded funds from a global index. Once investments are added, users can customize data based on personal portfolio measurements and the application will display data in an easy-to-digest format.

Another useful tool within Allocator is the target allocation feature, which allows users to allocate investments by sectors, such as US Equity, Real Estate, and Canadian Bonds, among many others. Investments can be divvied by percentage and shown on an easy-to-read graph. Each Sector is listed below a visual graph for a more detailed comparison with current allocation, target allocation, and adjustments. Allocator features a target allocation tool, which suggests transactions to allow investors to take action and reach allocation goals.

Allocator is great for the rookie investor looking to develop a balanced portfolio. It provides transaction prompts to take action towards successfully reaching financial goals, and helps to keep track and simplify an otherwise complex world of trading. Seasoned financial advisors will find this friendly tool an asset, as it allows for multiple portfolio management under one roof. Financial advisors and teachers can use Allocator to visually educate clients or students on sound investment strategies and possible outcomes.

Feature Highlights:
* Comfortable and simple User Interface
* Supports 165 currencies
* Search a global index for stocks and exchange-traded funds
* Dashboard overview of Portfolio performance
* All information is divided into sectors for faster and easy access
* Handy transaction advice to reach goals
* Useful value converter for foreign investments
* Right side panel provides quick overview of each investment
* Create multiple portfolios
* Tables and graphs reflect investment data and current market value

Allocator provides a list of holdings organized by gain, gain percentage, and market value with the ability to organize the data based on the investor's preference of mentioned categories. Users can attach action items to each investment, such as buy, sell, return of capital, dividend, interest, and stock splits. The investment values immediately reflect changes. Scroll over an item to find an overview of current stock details such as exchange, currency, sector, ask, bid, day's high, and day's low breakdowns.

The user interface provides a minimalistic design that is visually appealing, but serves to simplify the many moving parts of managing portfolios. The application has been streamlined with purposeful buttons to easily navigate and edit data. The self guided design provides time-starved investors with a quick and self explanatory application, essentially providing an efficient model for both time and finances.

"Allocator was created so people can regain trust in their financial freedom by learning how to control their outcome in a simple and safe environment, allowing investors to intelligently manipulate their assets and learn the immediate effect using current market values," said Cory Sullivan, Founder and CEO of Solbits Software. "The foundation of Allocator was built on transparency and simplicity in an otherwise layered, complicated and down right scary world."

System Requirements:
* OS X 10.10 Yosemite or later

Pricing and Availability:
Allocator 1.0 is only $39.99 (USD) and available exclusively through its official website. 30 day fully functional trial versions are also available for download.

Based in Nova Scotia, Canada, Solbits Software, Inc. was born from founder, Cory Sullivan's robust desire to provide productivity solutions that are simple and practical through innovative software, ultimately simplifying life - Solbit's philosophy behind all iOS and OS X devices . All Material and Software (C) Copyright 2014 - 2015 Solbits Software, Inc. All Rights Reserved. Apple, the Apple logo, Macintosh and Mac OS X are registered trademarks of Apple Inc. in the U.S. and/or other countries. Other trademarks and registered trademarks may be the property of their respective owners.


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