Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can keep track of which stocks you have bought and sold, along with...
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.
Previous Versions
Here you can find the changelog of Portfolio Manager since it was posted on our website on 2015-04-26 03:00:00.
The latest version is 1.97 and it was updated on 2024-03-05 05:13:25. See below the changes in each version.
Portfolio Manager version 1.97
Updated At: 2013-05-11
Changes: Improved CSV/QIF Import
Portfolio Manager version 1.6
Updated At: 2008-11-10
Changes: 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
Related Apps
Here you can find apps that are similar with Portfolio Manager.
We do not host Portfolio Manager on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by the software publisher and passed their terms and conditions to be listed there. We recommend caution when installing it.
The external download link for Portfolio Manager is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
Operating System: 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
