價格：免費
更新日期：2018-10-22
檔案大小：72.7 MB
目前版本：2.3
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
For more than 25 years, OFS has helped athletes and celebrities manage their wealth. OFS helps professional athletes achieve a lifetime of financial independence by working to maximize their savings and investments. We pride ourselves on helping our clients understand their finances so they can enjoy the lifestyle they worked so hard to earn. OFS delivers complex solutions simply.
The OFS mobile app for iPhone keeps you up-to-date on the market value of your OFS investment portfolio and the balance of your bill pay account. Features of the app include:
CLIENT DASHBOARD
My Key Performance Indicator
- Market Value - OFS Investment Portfolio
- Account Balance – OFS/SunTrust Transaction Account
Your Asset Allocation
Winners
Losers
ACCOUNT & ACCOUNT SUMMARY
Accounts
- Pie Chart Accounts
- Summary List
Groups
- Pie Charts Accounts
- Summary List
Asset Class Allocation & Industry Group
- Pie Chart
- Summary List
Performance
- Bar Chart Performance
- Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD)
Account Performance vs. Benchmark
- Bar Chart Performance
- Month to Date (MTD), Quarter to Date (QTD), Year to Date (YTD)
Winners
- Bar Chart
- Top 5 Unrealized Gain/Loss Holdings
Losers
- Bar Chart
- Top 5 Unrealized Gain/Loss Holdings
HOLDINGS
Asset Class Level 1 Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List
Sub Asset Class Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List
Industry Sector Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List
Country Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List
Currency Summary
- Pie Chart
- Summary List
- Chart Top Ten Holdings
- Grouped Holdings List
MARKET DATA
Security Information
Price
Gain/Loss
Market Metrics
NEWS
Yahoo Financial
Reuters
支援平台：iPhone, iPad