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DaysGain - Wealth Lens

Finance

Free

DaysGain - Wealth Lens

by Ding Wang

v1.2.2 15 MB Universal 4+

Description

DaysGain is a personal portfolio and dividend income tracking app for self-directed investors who want a clearer view of their financial picture.

If your investments are spread across multiple accounts, brokerages, markets, currencies, ETFs, dividend stocks, deposits, withdrawals, and cash activities, DaysGain helps bring them together into one organized view.

Track holdings, transactions, account breakdowns, returns, dividends, estimated passive income, and personal contribution records across US, Canadian, China A-share, Hong Kong, Australian, and UK markets.

Key Features:

Portfolio dashboard
See portfolio value, cost, return, day's gain/loss, holdings, and account breakdowns in one place.

Dividend and passive income tracking
Track dividend income, estimated future payments, dividend yield, yield on cost, and average monthly passive income.

Multi-account organization
Organize records by owner, account type, institution, and account.

Multi-market support
Track US, Canadian, China A-share, Hong Kong, Australian, and UK securities, including stocks and ETFs.

Transaction and cash activity records
Record buys, sells, deposits, and withdrawals. Create a new security while adding a transaction.

CSV import and export
Import transaction history, review skipped-row feedback, export backups, and keep your data portable.

iCloud sync and backup
Optionally sync and back up your DaysGain data across your Apple devices using iCloud.

Dividend moment cards
Create shareable dividend moment cards to celebrate dividend payouts.

Local-first design
DaysGain does not require a brokerage login. Your portfolio records are stored on your device unless you choose to export, share, or enable iCloud Sync.

Important Information:
DaysGain is an independently developed personal tracking and information organization tool. DaysGain is not affiliated with, endorsed by, sponsored by, or authorized by any brokerage, exchange, ETF issuer, listed company, market data provider, financial institution, or government agency.

Any stock tickers, company names, ETF names, market identifiers, account labels, or broker labels shown in screenshots, demo data, or sample records are used only as illustrative examples of records that users may manually track. They do not imply any partnership, authorization, endorsement, recommendation, brokerage service, or trading service.

DaysGain is built for personal tracking, organization, and informational purposes only. It does not provide financial advice, investment recommendations, tax advice, legal advice, brokerage services, or trading services.

DaysGain is not a tax filing or tax advisory tool and does not determine your official TFSA, RRSP, Roth IRA, 401(k), or other contribution room. Please verify contribution limits, tax records, and important financial information with CRA, IRS, your brokerage, financial institution, tax advisor, or other qualified professional.

Market data, dividends, exchange rates, and calculations may be delayed, incomplete, unavailable, or inaccurate.

What's new (v1.2.2)

What's New in Version 1.2.2

- Added the ability to edit account holder, type, institution, and name.
- Fixed a bug where dividend forecast was missing one quarter for stocks with a recently announced
dividend.
- Improved CSV import to correctly match accounts after editing account details.
- Removed the Share CSV option.
- Various UI and analytics improvements.