Stock Position 1.0

Stock Position is a comprehensive tool designed for analyzing the market valuation of a portfolio composed of stock assets traded on NYSE or NASDAQ. It provides real-time updates of individual asset prices and the overall portfolio value, facilitating immediate assessment of gains and losses. The application features graphical representations of asset and portfolio price trends over the past decade, enabling users to visualize long-term performance trajectories.

Additionally, Stock Position allows for comparison of asset prices against various market factors, with correlation analysis to evaluate the relationship between asset returns and broader market indicators. It calculates beta values for individual assets and entire portfolios based on historical data, providing insights into systemic risk exposure. The software also displays key statistical metrics such as standard deviation and CAPM-derived expected returns for both individual assets and portfolios.

• Supports analysis of up to 8 portfolios, each containing 40 assets; a single portfolio with 5 assets is available if no subscription is active.
• Offers a swift overview of current asset and portfolio valuations, along with gain/loss figures—many of which are updated in real time.
• Allows use of asset proxies (surrogates) for intra-day value tracking, enhancing the granularity of analysis.
• Provides weekly beta calculations based on user-defined start and end dates to monitor systematic risk changes over time.

Note: Although initially accessible at no cost, Stock Position requires an in-app purchase subscription (non-renewing) to unlock many features. A one-month free initial subscription is included per device.

Screenshots Overview (with similar portfolios):

1. Display of CAPM graph illustrating portfolio diversification with a beta of 0.96, demonstrating a return slightly exceeding the market risk profile with an alpha of 2.2%.
2. Asset table summarizing the portfolio's daily performance, showing a total decrease of $464; an SPY proxy is utilized to evaluate daily changes in FPURX.
3. Cumulative stock price graphs covering the period from 2013 to 2021, indicating a historical rate of return of 14.9%.
4. Correlation chart comparing portfolio performance to the market factor (SPY), revealing a beta of 0.96 since January 1, 2013, and an alpha that signifies a 2.2% outperformance relative to market risk-adjusted return; beta sensitivity to start date can be adjusted via a slider.
5. Portfolio comparison against the market factor (SPY), showing high correlation with minor residual deviations until recent times, partly attributable to holdings in FDX and TSLA.