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Portfolio Analyst


Action Finance Économie et entreprise Finance
Développeur MTH, Inc.
29.99 USD

Portfolio Analyst is a 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 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.