Screenshots

Description

This App is all about you! If you own stock, mutual funds, have an IRA, 401k, or 403b, you are faced with a series of seemingly unanswerable questions about the risk you are taking with your money: what is my emotional capacity for risk? Is my portfolio structured with too much or too little risk? How will I know what risk level is right for me? Won't my risk tolerance change over time and with events? How will I know to make adjustments to my portfolio? Is my description of risk clearly understood by me and my advisors.

Mind Your Own Beta will provide a real number (Beta) which can be compared to your current investments or help you in selecting your investments, such as which 401k fund is appropriate for you. Virtually all investments have a Beta, so you can match your Beta with the one that is closest to yours.

Mind Your Own Beta is available for both the iPhone and iPad. MYOBeta will provide a real number (Beta) which can be compared to your current investments or help you in selecting your investments, such as which 401k fund or stocks are appropriate for you. It can also be used to determine how much is needed to provide your desired retirement income or how much needs to be invested to provide for your children’s educational needs. Virtually all investments have a Beta, so you can match your Beta with the one that is closest to yours. Your results are stored and may be reviewed or sent via email to you or your advisor.

You can use the App for two people with an unlimited number of different analysis scenarios. Additional people (Users or clients) can be added with an In-App purchase so Advisors can use the App for all their clients. This allows for advisors and brokers the ability to store all their clients. Be sure to fully read the disclaimer before doing an analysis. Mind Your Own Beta was developed from a concept by a Senior Portfolio Manager at a Global Financial Services Firm with 40 years of Financial industry experience.

What's New

Version 2.2

Updates to user functionality. Bug fixes.

Ratings and Reviews

4.0 out of 5
5 Ratings
5 Ratings
Apple fan1001

More than meets the eye

The more you get into this App the more uses you find. You can run as many different scenarios for the same problem until you find one that works for you. A very different approach to finding out your tolerance for risk.

Remy #1

Great App

I love the versatility and ability to run as many scenarios I like for different situations

Jack1269

Must have

Great app to measure your risk appetite

Information

Seller
Research Triangle Software, Inc.
Size
9.2 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Research Triangle Software
Price
$4.99
In-App Purchases
  1. Update Quarterly Returns Data $0.99
  2. 10 More Users $4.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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