CD & Bond Manager 1.5.7

Eric King ❘ Kommerziell ❘
iOS

Report a Problem

Dies ist kein Download-Formular!

Die UpdateStar-Programmdatenbank wird von Anwendern für Anwender gepflegt.
Mit deiner Unterstützung hilfst du allen anderen Anwendern, ihr Software-Setup auf dem neuesten Stand zu halten. Bitte fülle alle Felder aus, die nicht korrekt oder nicht aktuell sind. Wir werden deine Aktualisierung schnellstmöglich berücksichtigen.
Vielen Dank, dass du UpdateStar unterstützt!

Titel:

Kategorie:

Anforderungen:

Android

iOS

Windows

Mac

Linux

Lizenz:

Hersteller:

Hersteller URL:

Beschreibung:

The CDBManager serves as a comprehensive tool for managing Certificates of Deposit and Bonds, primarily designed for serious individual investors and financial advisors seeking efficient asset management across multiple accounts and institutions.

Assets are organized hierarchically by user, institution, and account, providing a flexible framework that supports complex asset structures.

One of the program’s most notable features is the Earned Interest Viewer™. It presents CDs and Bonds in a distinctive visual format, enabling users to easily assess accrued and projected interest totals at a glance.

By consolidating various accounts into a centralized view, users can compare assets across different parameters such as size and duration. The tool also facilitates the analysis of ladder strategies.

For CDs, the interface displays the duration from purchase date to maturity, the principal amount, and interest—both earned and anticipated—represented through intuitive color coding. This visual approach enhances understanding of how assets relate to each other, especially when constructing financial ladders. Users can filter views by individual accounts, institutions, or the entire portfolio.

Similarly, Bonds are displayed with metrics including duration from opened date (or settlement date if different) to maturity, initial principal value, and interest—earned and future—with color indicators. This visual comparison supports effective cash flow planning. Filtering options mirror those available for CDs.

A built-in sample database offers users valuable practice data without the need for trial-and-error setup. Additionally, preloaded information on common financial institutions—such as Ally Bank, Bank of America, CIT Bank, Charles Schwab, Synchrony Bank, TD Ameritrade, and TreasuryDirect—facilitates quick integration. Users are also free to expand this list as needed.

Key features include:
<ul>
<li>Detailed Data Report displaying selected assets</li>
<li>Expiration Report listing CDs and Bonds by their respective expiration dates</li>
<li>Ladder Suggestion Report proposing new CDs and Bonds based on upcoming expirations</li>
<li>Importing and exporting data in CSV, XML, or proprietary CDB formats</li>
<li>Database backup and restore functions</li>
<li>Local notifications alerting to CDs and Bonds nearing expiration within 7-day or 1-day intervals</li>
<li>An integrated Help system designed to support user operations</li>
<li>Sorting capabilities on CD & Bond graphs by account, maturity date, account type, or APR</li>
<li>Display options on graph views according to selected account types</li>
</ul>

These features represent a subset of the capabilities offered by CDBManager. The remaining functionalities are accessible through user exploration and adaptation to specific investment strategies.

Tags:

Kurzbeschreibung:

Installierte Version unbekannt?

Aktuelle Version:

Download URL:

Direkte Download URL:

Online-Shop URL:

Icon URL:

Screenshot 1 URL:

Screenshot 2 URL:

Screenshot 3 URL:

Screenshot 4 URL:

PAD Datei URL:

Kommentar:

Ihre E-Mail:

Newsletter:

Bitte gib deine E-Mail-Adresse ein, wenn wir dich für evtl. Rückfragen kontaktieren können. Wir geben deine E-Mail-Adresse niemals an Dritte weiter.

Screenshots (Klicken, um zu vergrößern)

Verwandt

Adding Machine 10Key for iPad

'Adding Machine 10Key for iPad’ is a professional calculator app that emulates the functionality of well-known adding machine brands such as Monroe, Casio, and Sharp.

Annuity Calculator - Calc

Introducing the App that effortlessly calculates the accumulation phase and income payment phase of an annuity. Designed for utmost convenience, this highly intuitive tool is both simple and user-friendly.

CD Calculator - Calc

Introducing the Certificate of Deposit Calculator App, your go-to tool for accurate and efficient calculations. This user-friendly application assists you in determining the value of your certificates of deposit effortlessly.

CD Check - Mobile Calculator

This reference guide offers a clear and concise overview of Certificates of Deposit (CDs), serving as a practical resource for understanding their key features. Includes a user-friendly calculator designed for efficient CD calculations.

ClientLink

The ClientLink mobile app enables users to access and manage their accounts and investments from anywhere. View your Accounts: Access Household Summary, Today’s Gain/Loss, and Balances Effortlessly navigate accounts …

Crypto Bitcoin Bull Run Index

The CBBI index, developed by Colin Talks Crypto and available at CBBI.info, aggregates 11 distinct metrics to provide insights into the current phase of the Bitcoin market cycle, whether in a bull run or bear market.

Neueste Version
1.5.7

Sichere, kostenlose Downloads geprüft von UpdateStar

Jetzt kaufen
App Store

Bleib up-to-date
mit UpdateStar Freeware.

Neueste Reviews

	A-Clock Entfesseln Sie Ihre Zeitmanagementfähigkeiten mit A-Clock
	Rubika Innovative Videoverarbeitung mit Rubika einfach gemacht
	Exifer Entfessle die Kraft deiner Fotos mit Exifer
	Private Internet Access Sichern Sie Ihre Online-Aktivitäten mit Private Internet Access
	EDGE Driver EDGE Driver: Optimieren Sie Ihre Flottenabläufe
	DirPrintOK Müheloses Drucken von Verzeichnisinhalten mit DirPrintOK

Beliebteste Downloads

	UpdateStar Premium Edition Mit der UpdateStar Premium Edition war es noch nie so einfach, Ihre Software auf dem neuesten Stand zu halten!
	Google Chrome Schneller und vielseitiger Webbrowser
	Microsoft Edge Ein neuer Standard beim Surfen im Internet
	Microsoft Visual C++ 2015 Redistributable Package Steigern Sie Ihre Systemleistung mit Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft OneDrive Optimieren Sie Ihre Dateiverwaltung mit Microsoft OneDrive
	Microsoft Visual C++ 2010 Redistributable Wesentliche Komponente zum Ausführen von Visual C++-Anwendungen