MoneyThumb's Portfolio Tracker Pro is an investment tool that helps improve returns. It features quick graph creation, ROI calculation, advanced rebalancing calculator, multi-portfolio creation, and performance comparison.
MoneyThumb's Portfolio Tracker Pro is an essential software for anyone looking to improve investment returns. This software allows you to chart your returns against popular indices such as Dow Jones and S&P 500. It also offers an easy-to-use interface that allows you to quickly create graphs of performance and profits while calculating your Return on Investment (ROI). With Portfolio Tracker Pro, you can easily determine what's working and what needs to change.
One of the software's most advanced features is the rebalancing calculator that helps you rebalance your investments based on asset allocation targets. This feature is incredibly useful for those who want to carefully manage their portfolio.
Portfolio Tracker Pro also allows you to create multiple portfolios and compare their yearly ROI and performance. It supports the import of all your investment accounts from popular finance software such as Quicken or any other software that creates QIF files. It is also possible to import OFX, QFX, or CSV files from brokers or any other source. You can create a chart of performance over time and compare your accounts to indexes, other accounts or individual securities.
Moreover, Portfolio Tracker Pro seamlessly reads multiple accounts and can group them into a single report. This feature comes in handy when switching brokers or managing multiple retirement accounts. The software can also manage that brokerage change as if it was a single account.
Finally, Portfolio Tracker Pro generates easy-to-understand charts, such as an account holding summary and asset allocation pie chart. You can choose specific accounts to view, filter by security, and tell Portfolio Tracker which Quicken categories ought to be included.
In conclusion, Portfolio Tracker Pro is the go-to software if you want to improve your investment results. The software offers a free trial download, including a full install for Microsoft and Windows Max OS X, as well as a portable version for Linux and Unix.
One of the software's most advanced features is the rebalancing calculator that helps you rebalance your investments based on asset allocation targets. This feature is incredibly useful for those who want to carefully manage their portfolio.
Portfolio Tracker Pro also allows you to create multiple portfolios and compare their yearly ROI and performance. It supports the import of all your investment accounts from popular finance software such as Quicken or any other software that creates QIF files. It is also possible to import OFX, QFX, or CSV files from brokers or any other source. You can create a chart of performance over time and compare your accounts to indexes, other accounts or individual securities.
Moreover, Portfolio Tracker Pro seamlessly reads multiple accounts and can group them into a single report. This feature comes in handy when switching brokers or managing multiple retirement accounts. The software can also manage that brokerage change as if it was a single account.
Finally, Portfolio Tracker Pro generates easy-to-understand charts, such as an account holding summary and asset allocation pie chart. You can choose specific accounts to view, filter by security, and tell Portfolio Tracker which Quicken categories ought to be included.
In conclusion, Portfolio Tracker Pro is the go-to software if you want to improve your investment results. The software offers a free trial download, including a full install for Microsoft and Windows Max OS X, as well as a portable version for Linux and Unix.
What's New
Version 3.3.06: Improved navigation, additional windows, customization of screens.