My Personal Index

My Personal Index is a desktop software tool built to help you create personal indexes and perform analysis to make better investing decisions with as little effort as possible.

Neat and easy-to-use interface

The application opts for a simple, clean and straightforward interface, where all of its buttons and key features are displayed in the main window. Even though it might seem complicated at first sight, the intuitive settings make sure that it can be configured by any kind of user, even those less familiarized with this type of software.

Main functionality

It gives you the possibility to create personal indexes which can be used to keep track of performance, perform analysis on asset allocations, and compare different investing strategies.
In the main panel are seven main tabs, namely holding, statistics, charts, performance, correlations, accounts and asset allocation. Before starting to make use of the program, it's necessary to set a starting date.
Furthermore, a new portfolio needs to be added, for which you have to select a description, index start value, AA threshold, and the cost basis method. More than that, you need to set your accounts, holdings, and relevant portfolio statistics.

Additional features

The utility lets you sort your listed items by total value, percent of portfolio, offset, holdings, or custom set filters. In the charts tab you can analyze the percentage increase or decrease over a period of time.
No errors showed up throughout the entire process. Thanks to the fact that it didn’t eat up a lot of CPU and memory, the overall performance of the computer was not affected.

Few last words

Taking all things into consideration, My Personal Index proves to be a fast, reliable and useful tool that gives you the possibility to create personal indexes and perform analysis, sort the listed items, and more with ease.. It worked smoothly during our evaluation.