portfolio manager 1.6
portfolio manager 1.6
Portfolio Manager 1.6 offers users a professional personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. 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 or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
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
Major Features:
- 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 you hold, price you paid, cost, profit, percentage profit, annual profit etc.
- The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
- Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
- Keeping up to date records of what you’ve bought, sold and how long you held the trade for is vital for trading success. .
- Stock Calculator
- Default brokerage value, configured within the account settings
- Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
- Improved the layout of each of the report
Portfolio Manager represents a personal stock portfolio management system with the aim of being a complete stock trading diary Portfolio Manager represents a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. 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 or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
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 you hold, price you paid, cost, profit, percentage profit, annual profit etc.
The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what you?ve bought, sold and how long you held the trade for is vital for 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.
Here are some key features of "Portfolio Manager":
Manage multiple Portfolios
Keeps track of all your transactions and associated dividends
Ability to sell portions of shares to allow for maximum tax benefits
Configurable statistics on each transaction with current stock prices updated automatically
Monitor entire stock portfolios performance with per financial year statistics
Tax Report - Quickly and easily prints a report containing containing all the required information for your accountant.
Limitations:
30 days evaluation period
Requirements:
Microsoft .NET framework v2.0
Internet connection for stock price updates
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. 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 or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
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 you hold, price you paid, cost, profit, percentage profit, annual profit etc. The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what you?ve bought, sold and how long you held the trade for is vital for 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.
Portfolio Manager 1.71 offers user a personal stock portfolio management system with the aim of being a complete stock trading diary.
With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. 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 or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
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 you hold, price you paid, cost, profit, percentage profit, annual profit etc. The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what you?ve bought, sold and how long you held the trade for is vital for 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.
Why use Portfolio Manager
- Easy and fast to use
- Will save you time and money
- Quickly generate reports
- 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:
- 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.
- Free 15 minute delayed stock quotes from most major world stock exchanges giving you the current value of your Portfolio.
- 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.
- 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.
Enhancements:
- Added auto complete option to stock modify dialog with recent stocks
- Added ability to hide summary information to allow more room for the main table information
- Added ability to filter by stock (as well as date) within the trade diary
- Added undo sell option to popup menu on
Requirements: Microsoft .NET Framework v2 (downloads and installs if not present)
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:
- 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.
- Free 15 minute delayed stock quotes from most major world stock exchanges giving you the current value of your Portfolio.
- 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.
- 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.
- The stock calculator is used to aid you in calculating your trade values. By entering in the values which you know, it will automatically calculate which ever fields it can. For example say you have $5000 to spend on a stock which costs $26.30 you can quickly and easily determine the quantity that you can purchase. By entering in the total consideration, brokerage and the price it will automatically calculate the quantity and amount fields for you.
- What if you then decided that you wanted to make 20% profit on your trade. What would your sell price be to achieve this. By using the stock calculator simply enter in 20% in the net % profit field and it will calculate the remaining values.
Enhancements:
- Added auto complete option to stock modify dialog with recent stocks
- Added ability to hide summary information to allow more room for the main table information
- Added ability to filter by stock (as well as date) within the trade diary
- Added undo sell option to popup menu on
Requirements: Microsoft .NET Framework v2 (downloads and installs if not present)
WareSeeker Editor
A very powerfull portofolio management software system Personal Portfolio Manager is a easy to use but very powerul portofolio management and technical analysis software system.
Here are some key features of "Personal Portfolio Manager":
PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties, etc.
PPM helps you manage investments by maintaining separate accounting for up to 999 different portfolios. It is easy to set up portfolios for retirement planning, childrens college funds, brokerage accounts, what-if analysis and much more. The report generator lets you customize each report to include any combination of portfolios over any range of dates.
PPM keeps you informed on the performance of both individual investments and entire portfolios. It automatically computes both the dollar value and annualized yield of unrealized capital gains, so you can quickly tell the winners from the losers. And PPM tracks and charts the net worth of your portfolios, so you will always know if you are meeting your investment objectives.
PPM helps you analyze investments and potential investments with powerful technical analysis charts. Charts include: price/volume, moving averages, trend analysis, relative strength, on-balance volume, Wilders RSI, stochastics, correlation analysis and asset allocation.
Version 7 includes built-in capabilities for downloading current and historic stock quotes from free internet data services. All you need is an internet connection.
Limitations:
30 days trial
Nag screen
Portfolio Manager represents a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. 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 or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
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 you hold, price you paid, cost, profit, percentage profit, annual profit etc.
The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what youve bought, sold and how long you held the trade for is vital for 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.
Features of "Portfolio Manager":
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.
Free 15 minute delayed stock quotes from most major world stock exchanges giving you the current value of your Portfolio.
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.
Requirements:
Microsoft .NET framework 2.0
Internet connection for stock price updates
Limitations:
30 days evaluation period
Nag screen
Changes from previous version
Australian capital gains tax report
Added account name and column totals to the reports
Added support for SWX Swiss Exchange
Now detects and uses default proxy configuration
Minor bug fixes
- PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties, etc.
- PPM helps you manage investments by maintaining seperate accounting for up to 999 different portfolios. It is easy to set up portfolios for retirement planning, childrens college funds, brokerage accounts, what-if analysis and much more. The report generator lets you customize each report to include any combination of portfolios over any range of dates.
- PPM keeps you informed on the performance of both individual investments and entire portfolios. It automatically computes both the dollar value and annualized yield of unrealized capital gains, so you can quickly tell the winners from the loosers. And PPM tracks and charts the net worth of your portfolios, so you will always know if you are meeting your investment objectives.
- PPM helps you analyze investments and potential investments with powerful technical analysis charts. Charts include: price/volume, moving averages, trend analysis, relative strength, on-balance volume, Wilders RSI, stochastics, correlation analysis and asset allocation. Version 7 includes built-in capabilities for downloading current and historic stock quotes from free internet data services. All you need is an internet connection.
You can easily import your investment portfolio from Quicken or other financial management software. After importing your portfolio, review the predefined asset classes and make any changes to them that you require. Next, assign asset classes to each security (up to 10 per security by percent). Finally, specify your target allocations for each asset class and review the recommended rebalancing actions. Additionally, you can create economic scenarios such as Global Hyper-Inflation, and model the impact to your portfolio.
Automatically catalog your files
Drag & Drop files into applications
Support for Raw camera formats
Why spend hours out of your week organizing, archiving, tracking and sharing your creative digital assets, when Portfolio 8.5 can do it for you.
Portfolio 8.5 is powerful digital asset management software, but think of it as your personal assistant. It allows you to visually organize, sort and preview your complete library of digital assets both online and offline. Its built-in automated features allow you to quickly embed metadata into, archive, and share your assets with partners, clients and vendors.
Portfolio 8.5 Client Whats New/Features
Presets Palette
Save collections of metadata as a pre-set. Then, using the Presets Palette, quickly apply this to an entire selection of assets. Use this to drive processes and automate workflows.
Default Field Values
Set field values up front and save data-entry. These values will be automatically applied to all assets as they enter Portfolio to ensure they start out the way you want. Use Default Field Values to make sure every asset is appropriately credited, initiate processes, or apply important metadata that needs to be associated with all your assets.
Catalog Types
Select a Catalog Type to get up and running in an instant. Each new Catalog Type is designed for a specific usage, including search and metadata settings that are tuned to your needs. From simple cataloging of PDF files to sophisticated Project Sync workflows, Catalog Types will have you set up and running in no time. Export your existing structure and settings and use it in multiple catalogs.
Enhanced Digital Camera Support
Portfolio supports the most current, professional-level digital cameras, such as the Canon EOS-1Ds Mark III. This upgrade adds support for Raw file formats from an expanded list of cameras, including the Nikon D3, Olympus E-410, Olympus E-510, Olympus SP550Uz, Fuji S5 Pro and Panaso
Portfolio Analysis Software Strategy Development Framework Model, Strategic Management, MBA models and frameworks, business...
Portfolio Analysis (MBA) v3.0 release is New Release.
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