Stock Portfolio Organizer

Stock Portfolio Organizer is a portfolio manager designed to be easy to use, flexible and forgiving. Here are just some of its features: Supports shares, margin, futures and forex trades. Helps you handle tax deferred income by adjusting cost base. Multiple accounts and brokerage formulas Trade grouping. True multi-currency support with live currency conversion. Trading notes Alert formulas Custom grid formulas Instrument formulas Tick, real-time & EOD data support with redundancy Audit trail of changes. Easily view all changes made. Forgiving with streamlined support for fixing errors. For example, lets say you applied a 3 to 1 share split instead of 2 to 1 by mistake. Normally you would now need to manually adjust the quantity of the affected trades back to their original values, but not with Stock Portfolio Organizer. You just need to right click on a trade and select Undo Split and your done. What if at tax time you realized you had more or less shares before the split? No problem, you can go back and adjust the original quantity and the current quantity after the split will be updated.

Whats new in this version:

Version 1.1.6368.21558: Implemented Upcoming Dividends view. Implemented Initial Open Trades view. This view shows the original trade entries excluding any sales that may have happened. Fixed NullReferenceException when you try to edit a dividend or trust distribution with nothing selected in the grid view. Fixed a bug where income reinvested trades were being filtered out when they shouldnt. Fixed a bug where change ticker was not working correctly for closed trades. Fixed a ...