Portfolio Analyst 2.0.11

A high quality investment portfolio management software
Portfolio Analyst
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Portfolio Analyst is high quality investment portfolio management software. Portfolio Analyst offers a powerful and flexible portfolio analytics , accounting, sophisticated charting and reporting, importing data from brokerages and custodians. Whether you are a casual investor or an experienced trader, Portfolio Manager can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst users enjoy high level of privacy, data security and encryption. Data files are stored locally in a SQL compatible database. SQL shell is shipped with the software.

Main features:

  • Track stocks, funds, options, indices, etc
  • Retrieve prices from the Internet
  • Retrieve transactions from broker/fund
  • Powerful graphing
  • Extensive reports
  • Capital gain calculations
  • FIFO, AVG, or Specific Lot
  • Technical analysis
  • Multi-currency support

last updated on:
November 20th, 2012, 8:23 GMT
license type:
Other/Proprietary License
developed by:
MTH Software, Inc.
ROOT \ Office \ Finance
Portfolio Analyst
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What's New in This Release:
  • Windows 8 compatibility fixes
  • Bug fixes
read full changelog

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