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.
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Here are some key features of "Portfolio Analyst":
· 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
Requirements:
· Java 2 Standard Edition Runtime Environment
Limitations:
· 60 days trial
What's New in This Release: [ read full changelog ]
· Windows 8 compatibility fixes
· Bug fixes