PortfolioTK History

Version history for PortfolioTK shows you how often it was updated over the past months (starting May 15, 2007) as well as 'what is new' information for each update (if available, since this information provided by the author).

Version: 1.10
Size: 5712KB
OS: Win 2000/XP
Description:   PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.

v 1.10 updated on Aug 21, 2007

-Redesigned charting/research interface. +create, edit, and store securities in a local database. +Multi-threaded historical quote download built-in. +Quicker chart loading and switching. +Panning, zooming, and scrolling of chart. +Can specify chart periodicity (Daily, Weekly, Monthly). +Able to edit indicator parameters (right clicking the chart. brings up a context menu to edit indicator params and remove). +Able to add more than two indicators (double click the. name of the indicator you would like to add to the chart). +Fundamentals tab browsing now much easier and cleaner. -New Preferences menu under the File menu. -Polished up the interface, as well as, rearranged main tabs to . reflect greater future emphasis on charting. -Slightly improved loading time. -Can now start the program without being connected to the internet. -Bug fixes in the new trade interface along with easier date entry. Also, sorting by date now works properly. -Able to export trade list to a comma separated .CSV file. -Manual has been updated to reflect new features. -New statistics in Monte Carlo simulator. +Probability of Profit/Loss. +Van Tharp's $ Expectancy Per Trade. +Van Tharp's $ Expectancy Per $ Invested. . Amibroker Users: To make the interface more intuitive, the Amibroker. Plugin is now disabled by default. If you are an Amibroker user, go. to File->Preferences menu and tick the Enable Amibroker Plugin.

v 1.07 updated on May 29, 2007

-Fixed a few bugs that users were experiencing.

v 1.06 updated on May 15, 2007

-Added Modern Portfolio Theory statistics (alpha, beta, r, r-squared). -Added two new charts in performance tab. +Quadrant chart: Alpha / Beta of portfolio against indices. +Scatter graph: Correlation between index and portfolio. monthly % returns. -Fixed an issue that would cause the program to crash when exporting. charts under some situations. -Added a few dialog boxes to make sure your account is saved before. moving to the next task. -Changed some visual elements of the user interface, as well as, improved usage functionality. -Monte Carlo equity curve graph now uses linear scale. This corrects. distortion present when tests were run with a high Positions Per . Trial # set. Linear scale makes sense as compounding effects are. not considered in the Monte Carlo Simulations.

Go back to the PortfolioTK review

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