Portfolio Manager

Name: Portfolio Manager
Works on: windows

Windows 2000 and above

Version: 2
Last Updated: 05 Apr 2017
Release: 10 May 2015
Category: Others > Finances and Business

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284 downloads

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Portfolio Manager Tags

transaction manager buy stock withdraw fund finance portfolio stock transaction

Portfolio Manager Details

Rating: 1.913043478 out of 5 based on 23 user ratings

Publisher Website: External Link
Downloads: 284
License: Demo / Trial Version

Portfolio Manager is a demo software by Rellik Software and works on Windows 10, Windows 8.1, Windows 8, Windows 7, Windows XP, Windows 2000, Windows 2003, Windows 2008, Windows Vista, Windows 2012.
You can download Portfolio Manager which is 7.56 MB in size and belongs to the software category Finances and Business.
Portfolio Manager was released on 2015-05-10 and last updated on our database on 2017-04-05 and is currently at version 2.

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Portfolio Manager Description

The simple and intuitive design makes Portfolio Manager easy and straightforward to use. The wizards lets you enter data and, 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 (grouped) transaction as well as separate transactions to give you a clear indication of how your stock is performing
Keeps all your stock information in one place by tracking all of your stock transactions and associated dividends. Each time you enter a transaction, the statistics are recalculated so you know exactly where you stand with each stock
Dividend amounts are automatically calculated by the number of units you hold when the dividend is paid. All you need to enter is the date and amount per unit
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 held, price paid, cost, profit, percentage profit, CAGR (compound annual growth rate) etc.
The historical trades list includes all the stocks you hold for the specified year, giving you slightly different information, such as buy/sell price, brokerage, dividends, profit etc.
Trade lists are completely configurable, in order to display only the columns that you require
Ability to sell all or just portions of shares. Depending on the country you live in, you can considerably minimize your tax by selling the correct parcel of a single stock
Free 15-minute delayed stock quotes from most major world stock exchanges give you the current value of your portfolio
Includes information on your trading plan, such as disaster stops and targets
Monitor the performance of entire stock portfolios with calendar or financial year statistics. This allows you to keep track of your profit figures for each year
Tax report. Quickly and easily print a report containing all the required information for your accountant, removing the need to bring out all the paper records
Watch lists show the last price, day change, % day change, open, low, high, volume etc.
The reporting engine quickly and easily prints reports on your dividends, open trades and profit/loss over any period of time for individual stocks, or all stocks held during the selected period
Any of the reports can be exported to PDF or Excel format
Optional trading notes. When purchasing or selling stocks, you can easily enter an optional note, such as why you decided to purchase or sell the stock, whether or not you followed your trading plan etc.
The trade diary stores all your notes and lets you view, edit or add any information which you may have about your stock trading. It also displays any of your notes stored against your trades
The stock calculator quickly and easily calculates your trade values by entering the known amounts