PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.
Version: 1.10PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.
License: Commercial $37.00
Operating System: Windows
It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTK's reporting features to see how your portfolio has been performing against the major benchmark indices.
Version 1.10: -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.
Version 1.07: -Fixed a few bugs that users were experiencing.
Version 1.06: -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.