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Portfolio ManagerDiscount

Portfolio Manager

Your Complete Stock Trading Diary

for PC  Download Trial
Platforms: Windows XP, Vista
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While it's true that many of us trade stocks using an online brokerage, you really can't depend on a financial institution to know much about good interface design. Have you ever tried to view your trading history online? Many times you have to cobble together multiple trading confirmations just to get the beginnings of the big picture. If you have a lot of trading activity, it could turn into a nightmare very quickly.

Portfolio Manager makes viewing your trading history a simple affair! Serving as a complete stock trading diary, you can quickly and easily enter stocks that you've bought and sold, as well as dividend information. Portfolio Manager keeps it all organized for you, and at any given moment, you can view your performance and make those all-important adjustments to your trading strategy. Even multiple buys/sells of the same stock are handled elegantly by Portfolio Manager - displayed as both a group and as separate trades!

Portfolio Manager has handy wizards that enable you to start entering trades immediately, and manual and automatic NAV updates ensure that your portfolio value is always current.

Reporting is a breeze with Portfolio Manager! Print tax reports, or reports on dividends, open trades, and profit/loss over any period of time for individual stocks, or the entire portfolio. And any report can be easily exported as a PDF file or an Excel spreadsheet!

Review Written by Derek Lee
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