A latest version of Portfolio Manager is now available with the following changes:

  • Basic charting.  Using the chart generator you can quickly create charts for a specific account and date range and stocks.Includes the following chart types:
    • Profit/Loss: Creates a chart based on your trades and dividends over time.

      Profit / Loss Chart

      Profit / Loss Chart

    • Portfolio Value: Creates a chart based on your portfolio value over time

      Portfolio Value

      Portfolio Value

  • Now supports Windows 8
  • Improvements to import with option to select the date format
  • Improvements to the ACB conversion process
  • Fixed issue with stock quotes on US stock exchanges
  • Fixed crash on change of stock code
  • Fixed bug with adding required funds when moving stocks between accounts
  • Fixed issue with setting a custom font not working
  • Many other minor bug fixes and minor changes

Please note that if you currently have a V1 license you will need to upgrade your license.