• The simple, intuitive design makes Portfolio Manager easy and straight forward to use. The wizards make it extemely simple to enter data and within seconds of loading the application you know exactly how your portfolio is performing. Multiple purchases / sales of a single stock are displayed as both a consolidated (grouped) transaction as well as separate transactions to give you a clear indication of how your stock is performing.
  • Keeps all your stock information in one place by tracking all of your stock transactions and associated dividends. Each time you enter in a transaction, the statistics are recalculated so you know exactly where you stand with each stock.
  • Dividend amounts are automatically calculated by the number of units you hold when the dividend is payed. All you need to enter is the date and amount per unit.
  • The open trades list gives you details of all stocks that you currently hold on a single screen, such as the days change, last price, quantity held, price paid, cost, profit, percentage profit, CAGR (compound annual growth rate) etc.
  • The historical trades list includes all the stocks you held for the specified year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc.
  • Trade lists are completely configurable to display only the columns that you require.
  • Ability to sell all, or portions of shares. Depending on the country you live in, by selling the correct parcel of a single stock you can minimize your tax considerably.
  • Includes information on your trading plan such as disaster stops,  targets etc
  • Monitor entire stock portfolios performance with per calendar or financial year statistics. This allows you to always your profit figures for each year.
  • Tax Report – Quickly and easily prints a report containing containing all the required information for your accountant, removing the need to bring out all the paper records.
  • Watch List showing last price, day change, % day change, open, low, high, volume etc
  • Reporting Engine – Quickly and easily print reports on your dividends, open trades, profit/loss over any period of time for individual stocks, or all stocks held during the selected period. more info
  • Export to PDF / Excel – Any of the reports can be exported to PDF or Excel.
  • Optional trading notes. When purchasing or selling stocks you can easily enter in an optional note such as why you decided to purchase or sell the stock, if you followed your trading plan etc.
  • Trade Diary to store your all your notes. View, edit or add any information which you may have about your stock trading. Also displays any of your notes stored against your trades.
  • Stock Calculator – Quickly and easily calculate your trade values by entering the amounts you know.  more info