Portfolio Manager allows users to easily manage their personal stock portfolio with a comprehensive trading diary. Users can easily track their buy and sell activities as well as any dividends associated with their stocks, all with minimal time and effort.
The moment you load the application, you'll know exactly how your portfolio has been performing. The app will display all multiple purchases/sales of a single stock either as a consolidated or grouped transaction, or as separate transactions to give you a clear view of how each stock is performing.
The open trades list gives you details of all stocks you currently hold on a single screen, including the days change, last price, quantity you hold, price you paid, cost, profit, percentage profit, annual profit, and more. The history list, on the other hand, includes all of the stocks you held for the specified financial year, presenting slightly different information like buy/sell price, brokerage, dividends, profit, and much more.
Both these lists are entirely configurable, allowing you to display only the columns that you require. Plus, statistics are collected for both of these lists to give you an instant indication of how your open trades are performing, including the closed ones.
Keeping up-to-date records of what you've bought, sold, and how long you've held the trade for is fundamental for trading success. And with Portfolio Manager, you can simplify the process of filing your taxes by generating a report that contains all the necessary information for your accountant.
In essence, Portfolio Manager is an excellent app that provides you with complete control over your stock portfolio management. And it not only saves you time but also makes your trading experience smoother and cost-effective in the long run.
Version 1.97: Improved CSV/QIF Import
Version 1.81:
Now supports Windows 64-bit editions
General ledger report
Improved trading diary
Option to auto include dividend amounts in the cash accounts
Better support for option price updates
Version 1.8:
Now supports Windows 64-bit editions
General ledger report
Improved trading diary
Option to auto include dividend amounts in the cash accounts
Better support for option price updates
Version 1.7:
Added auto complete option to stock modify dialog with recent stocks
Added ability to hide summary information to allow more room for the main table information
Added ability to filter by stock (as well as date) within the trade diary
Added 'undo sell' option to popup menu on
Version 1.6:
Stock Calculator
Default brokerage value, configured within the account settings
Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
Improved the layout of each of the reports
Added the ability to export any of the re
Version 1.4: Portfolio password protection, trading diary / notes, short trades, auto / manual price updates, stock splits, ability to enter fractional number of units to better handle mutual funds + more
Version 1.3: New columns, ability to sort all columns, more advanced reporting with 3 new report types, multiple accounts, watch list.
Version 1.21: Added accounts, new columns, better support for overseas markets