Portfolio Manager
Details
| Size: | 1.7 MB |
| Last Update: | 2008-03-07 02:49:35 |
| Version: | 1.3 |
| OS Support: | Windows 2000/XP |
| License/Program Type: | Shareware |
| Publisher: | Greg Driver |
| Price: | $0.00 |
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.
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Portfolio Manager is a reliable and highly-featured stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time now you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple and intuitive user interface makes the Portfolio Manager an easy and straight forward to use application. Multiple purchases/sales of a single stock are displayed as both a consolidated or grouped transaction as well as separate transactions to give you an exact and clear indication of how your stock is performing.
The open trades list gives you useful details of all stocks that you currently hold on a single screen, such as the days change, cost, profit, percentage profit, last price, quantity you hold, price you paid, annual profit etc. The history list includes all the stocks you held for the specified financial year, giving you some slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the certain columns that you need.
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 trades, 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.
Key Features:
- Manage multiple Portfolios
- Keeps track of all your transactions and associated dividends
- Configurable statistics on each transaction with current prices updated automatically
- Monitor entire stock portfolios performance with statistics per financial year
- Tax Report - Quickly and easily prints a report containing containing all the required information for your accountant.
- Ability to sell portions of shares to allow for maximum tax benefits
- 8 out of 10
Limitations:
- 30 days trial for the unregistered version
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