The Portfolio Manager software is a personal stock portfolio management system designed to function as a comprehensive trading journal. This software allows you to promptly and effortlessly track the stocks you've bought and sold, as well as their associated dividends, with minimal effort and time dedication.
Portfolio Manager stands out due to its simple and intuitive design. Within seconds post application loading, you get a precise picture of your portfolio's health. Multiple purchases/sales of a single stock are presented as a consolidated, or grouped transaction, or as separate transactions to give a clear view of your stock's performance.Features:
The open trades list provides details of all the stocks you currently hold on a single screen, such as the day's change, the latest price, the quantity you own, the price you paid, the cost, profit, profit percentage, annual profit, and so on. The history list includes all the stocks you've held for the specified fiscal year, providing slightly different information like the purchase/sale price, brokerage, dividends, profit, etc. Both lists are fully customizable to display only the columns you need.
The Portfolio Manager software provides easy tracking and managing of stock trades, simplifying tax accounting and saving time.
Portfolio Manager also collects data for both of these lists, providing an immediate indication of the performance of your open trades and those you've already closed. These features deliver precise knowledge of your portfolio's performance for the fiscal year.
Keeping up-to-date records of what you've bought, sold, and your trade's duration is crucial to successful trading. As many of you may already know, the tax period can be a nightmare. Portfolio Manager simplifies this process with the use of a report containing all the necessary information for your accountant. This not only reduces the time you spend but also that of your accountant, allowing for cost savings.