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iPad Screenshots
Description
CDBManager is a Certificate of Deposit and Bond Manager, a must for the serious individual investors and Financial Investment advisers to help them manage their clients assets with multiple accounts and/or 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.
Included is a sample Data Base. This allows the user to gain a lot of knowledge without the effort of trial and error.
A preloaded Institutions file includes some of the more commonly used banks and Financial Institutions that users use. Of course, you are always free to add to this list.
Just a few of the more commonly used institutions are:
• Ally Bank
• Bank of America
• CIT Bank
• Charles Schwab
• Synchrony Bank
• TD Ameritrade
• TreasuryDirect (for US Bonds)
Features:
• Detail Data Report, a list of selected assets
• Expiration Report, a lists of CD and Bonds by Expiration Date
• Ladder Suggestion Report, a lists of suggested New CD and Bonds, based on next expiring CD or Bond
• Import / 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.
• Built-in HELP system to aid the user
• SORT feature on CD & Bond Graph Views
- Account
- Maturity Date
- Account Type
- APR
• DISPLAY feature on CD & Bond Graph Views
- Displays by the selected Account Types
These are just a few of the many options that Certificate of Deposit and Bond Manager offers, the rest are for you to discover.
What's New in Version 1.5.7
Minor fix in Notifications section.
Seller
Name
Eric King
Information
Developer
Categories
Version
1.5.7
Size
12.3 MB
Game Center
No
VPP Device Licensing
Yes
Rating
Rated: 4+
Compatibility
iOS 12.0 or later
Devices
iPhone 5s, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS, iPhone XS Max, iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone SE (2nd generation), iPhone 12, iPhone 12 Pro, iPhone 12 Pro Max, iPhone 12 mini, iPhone 13, iPhone 13 Pro, iPhone 13 Pro Max, iPhone 13 mini, iPhone SE (3rd generation), iPhone 14, iPhone 14 Plus, iPhone 14 Pro, iPhone 14 Pro Max, iPhone 15, iPhone 15 Plus, iPhone 15 Pro, iPhone 15 Pro Max, iPhone 16, iPhone 16 Plus, iPhone 16 Pro, iPhone 16 Pro Max, iPhone 16e, iPhone 17, iPhone 17Pro, iPhone 17ProMax, iPhone Air, iPad (5th Generation) Wi-Fi, iPad (5th Generation) Wi-Fi + Cellular, iPad (6th generation) Wi-Fi, iPad (6th generation) Wi-Fi + Cellular, iPad Pro, iPad Pro (Cellular), iPad Pro (9.7-inch), iPad Pro (9.7-inch) (Cellular), iPad Pro 12.9-inch (2nd generation), iPad Pro 12.9-inch (2nd generation) Wi-Fi + Cellular, iPad Pro (10.5-inch), iPad Pro (10.5-inch) Wi-Fi + Cellular, iPad Pro (11-inch), iPad Pro (11-inch) Wi-Fi + Cellular, iPad Pro 12.9-inch (3rd generation), iPad Pro 12.9-inch (3rd generation) Wi-Fi + Cellular, iPad Air, iPad Air (Cellular), iPad Air 2, iPad Air 2 (Cellular), iPad Air (3rd generation), iPad Air (3rd generation) Wi-Fi + Cellular, iPad mini Retina, iPad mini Retina (Cellular), iPad mini 3, iPad mini 3 (Cellular), iPad mini 4, iPad mini 4 (Cellular), iPad mini (5th Generation), iPad mini (5th Generation) Wi-Fi + Cellular, iPad (7th generation) Wi-Fi + Cellular, iPad Pro 11-inch (2nd generation), iPad Pro 11-inch (2nd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (4th generation), iPad Pro 12.9-inch (4th generation) Wi-Fi + Cellular, iPad Air (4th Generation) (Wi-Fi), iPad Air (4th Generation) (Wi-Fi + Cellular), iPad (8th generation) Wi-Fi, iPad (8th generation) Wi-Fi + Cellular, iPad Pro 11-inch (3rd generation), iPad Pro 11-inch (3rd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (5th Generation), iPad Pro 12.9-inch (5th Generation) Wi-Fi + Cellular, iPad (9th Generation), iPad (9th Generation) Wi-Fi + Cellular, iPad mini (6th Generation), iPad mini (6th Generation) Wi-Fi + Cellular, iPad Air (5th generation), iPad Air (5th generation) Wi-Fi + Cellular, iPad Pro 11-inch (4th generation), iPad Pro 11-inch (4th generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (6th generation), iPad Pro 12.9-inch (6th generation) Wi-Fi + Cellular, iPad (10th generation), iPad (10th generation) Wi-Fi + Cellular, iPad Air 11-inch (M2) Wi-Fi, iPad Air 13-inch (M2) Wi-Fi, iPad Air 13-inch (M2) Wi-Fi + Cellular, iPad Pro 11-inch (M4) Wi-Fi, iPad Pro 11-inch (M4) Wi-Fi + Cellular, iPad Pro 13-inch (M4) Wi-Fi, iPad Pro 13-inch (M4) Wi-Fi + Cellular, iPad mini (A17 Pro) Wi-Fi, iPad mini (A17 Pro) Wi-Fi + Cellular, iPad (A16) Wi-Fi, iPad (A16) Wi-Fi + Cellular, iPad Air 11-inch (M3) Wi-Fi, iPad Air 11-inch (M3) Wi-Fi + Cellular, iPad Air 13-inch (M3) Wi-Fi, iPad Air 13-inch (M3) Wi-Fi + Cellular, iPad Pro11M5, iPad Pro11M5Cellular, iPad Pro13M5, iPad Pro13M5Cellular, iPod touch (6th Generation), iPod touch (7th generation), Mac Desktop
Languages
English
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