Portfolio Analyst

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Software Screenshot:
Portfolio Analyst
Software Details:
Version: 2.0.11
Upload Date: 12 Dec 14
Developer: MTH Software
Distribution Type: Shareware
Price: 79.95 $
Downloads: 4
Size: 43059 Kb

Rating: 4.5/5 (Total Votes: 2)

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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.

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.

What is new in this release:

Bug fixes.

Limitations:

60-day trial

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