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.
