Portfolio Manager 1.7

Portfolio Manager 1.7 is a software working as a stock portfolio management system that aims at being a complete stock trading diary.

It hepls you to save time and effort to track which stocks you have bought and sold, along with any associated dividends without the need to continually update a spreadsheet. This information is vitally important when trading to improve your trading strategy..

At any time you can instantly see your portfolio performance over the year. With statistics on both your open trades as well as your historical trades you know exactly where you stand at any given point in time..

With easy to use reports it also takes the hassle and paperwork out of tax time with the potential to save you thousands in accountant fees.

Why use Portfolio Manager?

• Easy and fast to use.
• Will save you time and money.
• Quickly generate reports. 

Keeping up to date records of what not only what you’ve bought and sold but also how long you held the trade, your brokerage expenses, dividends etc is vital for your trading success..

As many of you may already know, tax time can be a nightmare. Portfolio manager simplifies this process with the use of a report, containing all the required information for your accountant. This not only cuts down your time spent, but also the accountants, saving you money. By tracking exactly which parcels of stocks you’ve bought and sold you can also minimize your tax. By analyzing your previous trades you can also highlight any problem areas in your trading plan. For example, did you let your emotions control you trade, or did you stick to your plan?

Benefits:

• Easy and fast to use with wizards to simplify data entry.
• Auto or manual stock price updates
• Manage multiple Portfolios
• Tracks all of your stock transactions and associated dividends
• Ability to sell all, or portions of shares to allow for maximum tax benefits
• Optional Accounts to track total funds in use as well as available funds
• Includes information on your trading plan such as disaster stops targets etc
• Trade diary to store any extra information
• Reporting - Quickly and easily print reports
• Your portfolio is stored on your PC, not someone elses server

Major Features:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. Trade lists are completely configurable to display only the columns that you require.
7. 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.
8. Free 15 minute delayed stock quotes from most major world stock exchanges giving you the current value of your Portfolio.
9. Includes information on your trading plan such as disaster stops,  targets etc
10. Monitor entire stock portfolios performance with per calendar or financial year statistics. This allows you to always your profit figures for each year.
11. 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.
12. Watch List showing last price, day change, % day change, open, low, high, volume etc
13. 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.
14. Export to PDF / Excel - Any of the reports can be exported to PDF or Excel.
15. 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.
16. 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.
17. Stock Calculator - Quickly and easily calculate your trade values by entering the amounts you know. 

Enhancements:

1. Added auto complete option to stock modify dialog with recent stocks
2.  Added ability to hide summary information to allow more room for the main table information
3. Added ability to filter by stock (as well as date) within the trade diary
4. Added undo sell option to popup menu on

Requirements: Microsoft .NET Framework v2 (downloads and installs if not present)

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