in short: Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can keep track of which stocks you have bought great
Portfolio Manager 1.81
Click to enlargeDescription:
Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. Within seconds of loading the application you know exactly how your portfolio is performing. Multiple purchases / sales of a single stock are displayed as both a consolidated or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
The open trades list gives you details of all stocks that you currently hold on a single screen, such as the days change, last price, quantity you hold, price you paid, cost, profit, percentage profit, annual profit etc. The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what you've bought, sold and how long you held the trade for is vital for trading success. As many of you may already know, tax time can be a nightmare. Portfolio Manager simplifies this process with the use of a report, containing all the required information for your accountant. This not only cuts down your time spent, but also the accountants, saving you money.
Price $ 29.95 /
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(to see additional options, click Buy Now)Type:
Shareware File size:
Install and UninstallOS:
WinXP, WinVista, WinVista x64, Win7 x32, Win7 x64, Windows2000, Windows2003, Windows Vista Ultimate, Windows Vista Ultimate x64, Windows Vista Starter, Windows Vista Home Basic, Windows Vista Home Premium, Windows Vista Business, Windows Vista Enterprise, Windows Vista Home Basic x64, Windows Vista Home Premium x64, Windows Vista Business x64, Windows Vista Enterprise x64System requirements:
Microsoft .NET Framework v2, Microsoft Report Viewer (downloads and installs if not present)Language:
EnglishRecent changes in this Major Update:
Now supports Windows 64-bit editions General ledger report Improved trading diary Option to auto include dividend amounts in the cash accounts Better support for option price updates