Used Portfolio Analyst for Mac?


Portfolio Analyst Analysis

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Portfolio Analyst is a productivity software designed for Mac users, focusing on financial portfolio management. This application provides tools to analyze investments, track performance, and assess risk. Users can input various financial assets to create a comprehensive overview of their portfolio, allowing for better-informed decision-making. Additionally, the program offers customizable reports and visualization tools to help users understand their financial standing at a glance.

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The software supports multiple asset classes, including stocks, bonds, and mutual funds, making it versatile for different investment strategies. With its user-friendly interface, Portfolio Analyst simplifies complex financial data, enabling users to conduct in-depth analyses without needing advanced financial knowledge. Its trial version allows users to explore its features before committing, making it an accessible option for those looking to enhance their investment management.

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Used Portfolio Analyst for Mac?


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Full Specifications

GENERAL
Release
Latest update
Version
2.0.11
OPERATING SYSTEMS
Platform
Mac
Operating System
  • Mac OS X 10.4
  • OS X 10.8
  • Mac OS X 10.5
  • Mac OS X 10.6
  • Mac OS X 10.7
  • Mac OS X
Additional Requirements
None
POPULARITY
Total Downloads
877
Downloads Last Week
0

Report Software

Program available in other languages


Last Updated


Developer’s Description

Investment portfolio management software.
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.

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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from MTH Software, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.