Portfolio Analyst Icon

Portfolio Analyst

Investment portfolio management.

Portfolio AnalystOverview

Portfolio Analyst is high quality investment portfolio management software. Portfolio Analyst offers a powerful and flexible portfolio analytics , accounting, sophisticated charting and reporting, importing data from brokerages and custodians. Whether you are a casual investor or an experienced trader, Portfolio Manager can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Features:
  • Track stocks, funds, options, indices, etc.
  • Retrieve prices from the Internet.
  • Retrieve transactions from broker/fund.
  • Powerful graphing.
  • Extensive reports.
  • Capital gain calculations.
  • FIFO, AVG, or Specific Lot.
  • Technical analysis.
  • Multi-currency support.

NEW

  • This update contains important performance and reliability fixes for OS X 10.9
  • Full Retina Display support on OS X. Previously rendering had been blurry.
  • Fixed pdf printing on OS X 10.9
  • Cumulative bug fixes

Portfolio AnalystInformation

Version
2.0.14
Date
06.02.14
License
Trial
Language
English
File Size
81.1 MB
Category
SubCategory
Operating Systems
Mac OS X
System Requirements
Intel, OS X 10.7 or later
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