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Portfolio Manager 1.4

Details
View: screenshot
Size: 2.46 MB
License: Shareware
OS: WinXP,Windows2000,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows
Price: $29.95
Publisher: Rellik Software
Date added: 2/17/2008
Date updated: 7/3/2008
Total Downloads: 157
Downloads - Last Week: 5

Rating: (0 votes)
Portfolio Manager 1.4 Publisher's 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.

Requirements: Microsoft .NET Framework v2

What's new in this version: Portfolio password protection, trading diary / notes, short trades, auto / manual price updates, stock splits, ability to enter fractional number of units to better handle mutual funds + more

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Antivirus information
Download3K has downloaded and tested Portfolio Manager on 3 Jul 2008 with some of Today's best antivirus engines and you can find below, for your convenience, the scan results:
Bitdefender: Clean
NOD 32: Clean
Kaspersky: Clean
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