Search for:    
Search in:        
String match:      
Home Featured Submit Link To Us Contact Us



C: \ Business \ Investment Tools \ Portfolio Manager 1.97
Portfolio Manager 1.97 - Detailed Description Page
Screenshot not available Program ID: 16991
Author: Rellik Software     All programs by this author
Downloads: 62
License: Shareware [?]
Cost (USD): $39.95
Operating Systems: win2000 winxp winvista winvistax64 win7x32 win7x64 winserver
Size: 5119K
Release Status: update
Last Updated: 2013-05-11
Our Rating: Not rated yet...   Not rated yet...
Users Rating: Not Rated Yet     (total votes: 0)
Feedback: Report broken download     Report spyware [?]
Download Portfolio Manager 1.97

Portfolio Manager iconPortfolio 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.


Keywords: portfolio manager, portfolio, stock, manager, stock manager, trade, trading, trading diary, stocks, shares, track stocks, personal, report

Recent Changes: Improved CSV/QIF Import

Install Support: Install and Uninstall

Supported Languages: English

Additional Requirements: Microsoft .NET Framework v2, Microsoft Report Viewer (downloads and installs if not present)



Latest Releases in Business - Investment Tools
Fund Manager 2018 - Professional iconFund Manager 2018 - Professional 2018.15.2   (2018-01-02)   update
Portfolio Management for Professional Traders
TradeTrakker iconTradeTrakker 3.14   (2017-07-27)   update
Powerful investment tracking program to automatically track stocks/mutual funds
Business Valuation iconBusiness Valuation 7   (2017-04-06)   update
Business valuation, 3 year forecast, calculated valuation and investment return.
TrendCatch SPpro iconTrendCatch SPpro 11.1   (2016-03-25)   update
TrendCatch SPpro compute live trading Trend signals for S&P500 E-mini Futures.
TinyTrader iconTinyTrader 1.0.9   (2015-03-22)   update
TinyTrader - Tools for the small and tiny trader
Market System Analyzer iconMarket System Analyzer 3.4   (2013-12-18)   update
Advanced money management strategies for stock and futures traders.
EZQuote iconEZQuote 1.09.000   (2013-10-27)   update
EZQuote allows you to download historical end-of-day quotes
Portfolio Manager iconPortfolio Manager 1.97   (2013-05-11)   update
Personal stock portfolio management, tracking and reporting
Stock Ticker Application Bar iconStock Ticker Application Bar 2.30   (2013-01-07)   update
Stock ticker that displays scrolling stock and indices quotes on your desktop
Stock Predictor iconStock Predictor 1.1.352   (2012-11-17)   update
Stock market charting and investment strategies backtesting software




All Programs:
0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

All Authors:
0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

RSS Feeds:
(Current Category)
RSS Feed for New Releases and Updates New releases & updates
RSS Feed for New Shareware Releases New shareware releases
RSS Feed for New Freeware Releases New freeware releases
RSS Feed for Most Popular Software Most popular software
RSS Feed for Top Rated Software Top rated software
Feeds List in OPML Feeds list in OPML

Useful Resources:
ZIP RAR ACE Password Recovery
Asterisks Password Viewer
MD5, SHA-1 File Checksum Tool
Free RAR Password Recovery
Free ZIP Password Recovery
Volume Serial Number Editor
Password Recovery Software

Movie Cartoonizer iconMovie Cartoonizer 1.0: Converts movies into cartoonized animation and video clips. Photo to Cartoon iconPhoto to Cartoon 7.0: Makes cartoons and animation from photos. Asterisks Password Viewer iconAsterisks Password Viewer 3.31: Asterisks Password Viewer shows the actual password hidden behind the asterisk. Mil Shield iconMil Shield 8.1: Automatically cleans cookies, history, cache, index.dat files and many other.

Home | Featured | Submit | Link To Us | Contact Us | FAQ | About Us | Advertise