StockWhip manages stock portfolios, tracks cash reserves, and delivers precise performance indicators for different time periods each month. It also monitors customizable watchlists of arbitrary stocks.
The software also supports watchlists that let you track arbitrary lists of stocks and can suggest entry points and portfolio weightings according to risk analysis. Additionally, StockWhip can generate reports on your income and capital gains for tax reporting for any period of choice. It ensures that dividends, interest, and cash injections and withdrawals are all factored into performance figures.
One of the most impressive features of StockWhip is that it can alert you to upper and lower price breaks either set by you or automatically recommended based on complex linear regression algorithms. The stock price data is updated every few minutes so that you remain informed of the daily, weekly, and monthly gain as it's happening with status shown in the task tray.
StockWhip also allows you to set the internal date back to arbitrary days to review your trading decisions. It ensures that you have complete control over your portfolio and can make informed decisions based on analysis and historical data.
Recently, StockWhip has added a new feature that allows you to track your margin loan for your portfolio. It keeps you updated with the Loan to Value Ratio for your portfolio, ensuring that you have a clear picture of your investments.
Overall, StockWhip is an excellent software that provides you with all the tools you need to manage your stock portfolios effectively. It is easy to use and ensures that you have up-to-date information so that you can make informed decisions.
Version 2.1.6: updates for historical price retrieval changes
Version 2.1:
trial never expires!
support for margin loans.
Version 2.0.2: trial never expires!
Version 2.0: N/A
Version 1.4.3: N/A
Version 1.4: N/A
Version 1.3.2: N/A