CD & Bond Manager 1.5.7

Eric King ❘ Comercial ❘
iOS

Versão mais recente
1.5.7 Seguro para instalar

Report a Problem

Esta não é uma forma de download!

O banco de dados de programas do UpdateStar é mantido pelos usuários, para os usuários.
Com o seu apoio, você pode ajudar outros usuários a manterem seus programas atualizados. Preencha os campos que estejam incorretos ou desatualizados. Iremos verificar e avaliar a sua contribuição o mais breve possível.
Obrigado por apoiar a UpdateStar!

Título:

Categoria:

Requisitos

Android

iOS

Windows

Mac

Linux

Licença:

Editor:

URL do editor:

Descrição:

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:

Breve descrição:

Versão instalada desconhecida?

Versão atual:

URL para Download:

URL para download direto:

URL para compra:

Ícone da URL:

Capturas de tela 1 URL:

Capturas de tela 2 URL:

Capturas de tela 3 URL:

Capturas de tela 4 URL:

URL do arquivo PAD:

Comentários:

Seu e-mail:

Boletim informativo:

Por favor, digite seu endereço de e-mail, para que possamos contatá-lo, no caso de surgir alguma dúvida sobre sua contribuição. Nunca iremos fornecer seu endereço de e-mail para terceiros.

Capturas de tela (Clique para ampliar)

Relacionado

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.

Versão mais recente
1.5.7

Downloads seguros e gratuitos verificados pelo UpdateStar

Comprar agora
App Store

Mantenha-se atualizado
com o UpdateStar gratuito.

Últimas revisões

	RAV Endpoint Protection Solução poderosa de proteção de endpoint para empresas
	Audacity Edite e grave áudio com facilidade usando o software Audacity.
	Python Codificação eficiente com Python
	TeamViewer Acesso à Área de Trabalho Remota sem Esforço com o TeamViewer
	Dropbox Armazene, sincronize e compartilhe arquivos sem esforço com o Dropbox!
	Epson Printer Connection Checker Garanta uma impressão perfeita com o Verificador de Ligação da Impressora Epson

Downloads mais populares

	UpdateStar Premium Edition Manter seu software atualizado nunca foi tão fácil com o UpdateStar Premium Edition!
	Google Chrome Navegador da Web rápido e versátil
	Microsoft Edge Um novo padrão na navegação na Web
	Microsoft Visual C++ 2015 Redistributable Package Aumente o desempenho do seu sistema com o Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft OneDrive Simplifique o gerenciamento de arquivos com o Microsoft OneDrive
	Microsoft Visual C++ 2010 Redistributable Componente essencial para executar aplicativos do Visual C++