Portfolio Manager 1.97



Publisher Description



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.


About Portfolio Manager

Portfolio Manager is a free trial software published in the Investment Tools list of programs, part of Business.

This Investment Tools program is available in English. It was last updated on 05 March, 2024. Portfolio Manager is compatible with the following operating systems: Windows.

The company that develops Portfolio Manager is Rellik Software. The latest version released by its developer is 1.97. This version was rated by 1 users of our site and has an average rating of 4.0.

The download we have available for Portfolio Manager has a file size of 5.24 MB. Just click the green Download button above to start the downloading process. The program is listed on our website since 2013-05-11 and was downloaded 305 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded software with your antivirus. Your antivirus may detect the Portfolio Manager as malware if the download link is broken.

How to install Portfolio Manager on your Windows device:

  • Click on the Download button on our website. This will start the download from the website of the developer.
  • Once the Portfolio Manager is downloaded click on it to start the setup process (assuming you are on a desktop computer).
  • When the installation is finished you should be able to see and run the program.



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Users Rating:  
  4.0/5     1
Downloads: 305
Updated At: 2024-03-05
Publisher: Rellik Software
Operating System: Windows
License Type: Free Trial