CD and Bond Manager
CD & Bond Manager is a Certificate of Deposit and Bond Manager, a must for individual investors and Financial Investment advisers to help them manage their assets in multiple accounts and multiple institutions.
CDs and Bonds are managed in a hierarchical style of user / institution / account. This allows for the most flexible way to organize these assets.
But one of the greatest features of Certificate of Deposit and Bond Manager is the Earned Interest Viewer(tm). CDs and Bonds are displayed in a unique way that helps the user see how much interest has been earned and yet to be earned.
By combining all of your separate accounts in to one place you will be able to see how CDs and Bonds compare to each other respectively, in size and duration. Another benefit is being able to see how Ladders are viewed.
For CDs, it displays the duration, from purchased date to maturity date, size, as represented by the initial principle value, and earned and future interest, represented by color. This gives the user the ability to visually see how their assets look in comparison to each other. This can be exceptionally important if the user want to construct a financial ladder. The user can select to view assets by individual account, institutions or all assets for that user.
For Bonds, it displays the duration, from opened date to settlement date, if different, to maturity date, size, as represented by the initial principle value, and earned and future interest, represented by color. This gives the user the ability to visually see how their assets look in comparison to each other. This can be exceptionally important if the user want to construct a financial ladder for cash flow purposes. The user can select to view assets by individual account, institutions or all assets for that user.
Features:
- Detail Data Report, a list of selected assets.
- Expiration Report, a lists of CD and Bonds by Expiration Date
- Export data in CSV, XML, or proprietary CDB format
- Backup and Restore of Data Base
- Local Notification of CDs and Bonds that are to expire in 7 and 1 day intervals to remind you to take action.
These are just a few of the many options that Certificate of Deposit and Bond Manager offers, the rest are for you to discover.
If you would like to try this application, you can download it from the Apple Store at Certificate of Deposit and Bond Manager.
Future enchantments:
- Certificate of Deposit and Bond Manager will provide numerous ways for the user to input their data. Files can be imported in either CSV or proprietary Certificate of Deposit and Bond Manager (CDB) format.
- This application currently stores the user’s information on their personal device, but a future release will be able to store this information in the cloud, for easy access from any device.
If you would like to try this application, you can download it from the Apple Store at Certificate of Deposit and Bond Manager.