A financial tracking software that monitors your investment gain/loss, average security payment, invested amounts, total commissions, and more. The tool updates with current market prices from the internet and charts your portfolio in multiple formats. It allows for easy transfer of data to Excel.
PCFolio is a powerful software that enables users to track their gain/losses, average amount paid for securities, amounts invested, total commissions paid, and more. With this software, users can easily monitor their investments and make informed decisions to maximize their returns.
One of the most striking features of PCFolio is the ability to compute profit and loss amounts and the portfolio's balance live using current prices obtained free from the web. This feature enables users to get real-time updates on their investments and adjust their strategies as needed.
Additionally, PCFolio provides a range of charts to help users visualize their portfolio performance, positions, asset allocation, historical price, and daily profit and loss. These charts are available per security and for the entire portfolio, allowing users to assess their investments easily.
Users can also view their transaction history and download this and any other information into Excel for further analysis. With Excel's interface, users can create reports, modify, and customize each one as needed. This feature ensures that users have all the data they need to make informed investment decisions.
PCFolio provides users with the flexibility to manage any number of portfolios, each with any number of investments. Users can create test portfolios for "What if" scenarios and password-protect individual portfolios for added security. Whether they are seasoned investors or just starting, PCFolio is a valuable tool for all traders.
For active traders looking for software to track their daily trades, PCFolio should be the go-to solution. Users can turn off the current price update feature or leave it on, depending on their preferences. At the end of each trading day, users can see the total amount of gains and trading costs computed for them automatically.
Finally, PCFolio can also be used in foreign markets, making it an ideal tool for investors looking to expand their investments beyond their home markets. With its easy and intuitive interface, PCFolio is an essential tool for any trader looking for a comprehensive software solution to manage their investments.
One of the most striking features of PCFolio is the ability to compute profit and loss amounts and the portfolio's balance live using current prices obtained free from the web. This feature enables users to get real-time updates on their investments and adjust their strategies as needed.
Additionally, PCFolio provides a range of charts to help users visualize their portfolio performance, positions, asset allocation, historical price, and daily profit and loss. These charts are available per security and for the entire portfolio, allowing users to assess their investments easily.
Users can also view their transaction history and download this and any other information into Excel for further analysis. With Excel's interface, users can create reports, modify, and customize each one as needed. This feature ensures that users have all the data they need to make informed investment decisions.
PCFolio provides users with the flexibility to manage any number of portfolios, each with any number of investments. Users can create test portfolios for "What if" scenarios and password-protect individual portfolios for added security. Whether they are seasoned investors or just starting, PCFolio is a valuable tool for all traders.
For active traders looking for software to track their daily trades, PCFolio should be the go-to solution. Users can turn off the current price update feature or leave it on, depending on their preferences. At the end of each trading day, users can see the total amount of gains and trading costs computed for them automatically.
Finally, PCFolio can also be used in foreign markets, making it an ideal tool for investors looking to expand their investments beyond their home markets. With its easy and intuitive interface, PCFolio is an essential tool for any trader looking for a comprehensive software solution to manage their investments.
What's New
Version 6.1.20: N/A