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Portfolio Manager 1.94
Personal stock portfolio management, tracking and reporting
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Review 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. |
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Changelog: Version: 1.94(01 Jul 2011) More precision in reports (upto 4 dec places) Print direct from trade lists Import from CSV, QIF Export to QIF New columns: Risk/Reward ratio, Total amount risked New watch list columns: 52 week low/high Option to consolidate transactions within reports Version: 1.81(08 Jan 2010) - 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 Version: 1.71(20 Mar 2009) Added auto complete option to stock modify dialog with recent stocks Added ability to hide summary information to allow more room for the main table information Added ability to filter by stock (as well as date) within the trade diary Added 'undo sell' option to popup menu on Version: 1.7(20 Mar 2009) Added auto complete option to stock modify dialog with recent stocks Added ability to hide summary information to allow more room for the main table information Added ability to filter by stock (as well as date) within the trade diary Added 'undo sell' option to popup menu on Version: 1.6(10 Nov 2008) 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 Version: 1.5(21 Aug 2008) Australian capital gains tax report Added account name and column totals to the reports Added support for SWX Swiss Exchange Now detects and uses default proxy configuration Minor bug fixes Version: 1.4(19 Jun 2008) 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 Version: 1.3(03 Jan 2008) New columns, ability to sort all columns, more advanced reporting with 3 new report types, multiple accounts, watch list. Version: 1.21 Tags: | Personal | Tax | Portfolio | Report |
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( - 4.92 MB)
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