Portfolio Manager 1.97


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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.

Portfolio Manager is a free trial software application from the Investment Tools subcategory, part of the Business category. The app is currently available in English and it was last updated on 2013-05-11. The program can be installed on 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 x64.

Portfolio Manager (version 1.97) has a file size of 5.24 MB and is available for download from our website. Just click the green Download button above to start. Until now the program was downloaded 207 times. We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.

Program Details



General

 
Publisher Rellik Software
Released Date 2013-05-11
Languages English

Category

 
Category Business
Subcategory Investment Tools

System requirements

 
Operating systems windows

Download information

 
File size 5.24 MB
Total downloads 207

Pricing

 
License model Free Trial
Price $39.95

Version History



Here you can find the changelog of Portfolio Manager since it was posted on our website on 2015-04-26. The latest version is 1.97 and it was updated on soft112.com on 2017-07-01. See below the changes in each version:

version 1.97

posted on 2013-05-11

Improved CSV/QIF Import

version 1.6

posted on 2008-11-10

Stock Calculator
Default brokerage value, configured within the account settings
Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
Improved the layout of each of the reports
Added the ability to export any of the re






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Release Date: 2013-05-11
Publisher: Rellik Software
Operating System: windows
Type: Free Trial