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
Features
The Fine Print
Testimonials
- See your complete portfolio, including performance, at a glance.
- Quickly and easily enter trades and dividend information.
- View multiple trades of the same security as a group or as individual trades.
- Update NAVs automatically.
- Produce tax reports containing all of the information that you need to prepare your return.
- Produce reports on dividends, open trades, and profit/loss over any period of time for individual stocks, or the entire portfolio.
- Export reports as PDF files or Excel spreadsheets.
- Manage multiple portfolios.
- You can download and install a free trial of this software before purchasing
- Download available for: Windows XP, Vista
- Buy with BitsDuJour's promotional coupon code and get all this at a discounted price!
- After you purchase Portfolio Manager it may be used indefinitely.
- Portfolio Manager is licensed per user, so if more people are going to use Portfolio Manager you will need to purchase additional copies.
- Each license allows installation on a single computer and a laptop.
- Transfer of a license to another owned computer is allowed.
- Upgrades to future versions of the software will be free up to the next major version.
- Support is provided for the lifetime of the product.
- Prices do not necessarily include taxes, which will vary by country.
- Review what others have to say...
- “Clearly, Portfolio Manager has become one the best value and most useful Share Portfolio Management programs on the market today. And the good news is, it just keeps on getting better. ”- Stephen, Australia
- “I can definitely see a reduction in my tax time work because of this product. Thanks for building it!”- Cory, Canada
- “Thanks for your fantastic software. I have tried almost all software in portfolio management and found this one extremely useful.”- Prasanth, India
- “Thanks very much. I love portfolio manager. I must have looked at dozens of applications readily available (free/shareware/trial) and none of them had the great features (and simplicity!) of PM.”- D Woolridge, Canada
- “Great product. Exactly what I have been hunting for for months!”- K Anderson, Australia
- “I have been using Portfolio Manager now for a few weeks and already, it has provided me with a clearer picture of where my shares sit on a day to day basis and as well as the profit/loss (all profits might I add) statements for each Financial Year. The Tax Sheet is just printed out and delivered to my Accountant; too easy.”- M. Buckley, Australia
- “I like Portfolio Manager as it reflects it's name - manages my stock portfolio. It makes it easy to handle numerous stocks with just a glance and provides me with all your data needed to help decide whether to sell with a good profit or otherwise.”- Abd Aziz, Malaysia
- “You have a great simple portfolio manager - something that doesn't seem to be around much.”- Philip Vitelli, US
- “I have also recommended your software to my father who is a retired accountant - he loves your software and the ease of use.”- P. Stephenson, Australia
- “You are one awesome 'support' guy! I want to thank you again for your efforts, your phenomenal support and kindness!”- Sunny, US