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Portfolio Analyst 2.0.5

file size: 40.74 MB

Portfolio Analyst is high quality investment portfolio management software.

Published by:
Trial Period:
60 Days
10.4 / 10.5 / 10.6 / OS X
Support URL:

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 Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst features include: - 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

Portfolio Analyst users enjoy high level of privacy, data security and encryption. Data files are stored locally in a SQL compatible database. SQL shell is shipped with the software.