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Portfolio Sheet for Windows

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Editors’ Review

Download.com staff
The Portfolio Sheet provides a simple yet powerful view of personal investment portfolios. It offers performance visualization, target allocation analysis, and context-sensitive navigation to public internet destinations.

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  • Pros

    • Provides a simple and powerful portfolio overview.
    • Manages both public and private portfolios.
    • Offers context-sensitive navigation to public Internet destinations.
    • Includes performance visualization for portfolios.
    • Performs target allocation analysis.

  • Cons

    • Lacks direct transaction execution features.
    • Does not explicitly mention real-time market data feeds.
    • No stated integration with financial institutions for data.
    • Currently limited to a single 'Portfolio Sheet' workbook.
    • No specific mention of tax reporting features.
Icon of program: Portfolio Sheet

Portfolio Sheet for Windows

Download now

Used Portfolio Sheet for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
2.0
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows XP
  • Windows 2000
Additional Requirements
Windows 2000/XP, Microsoft Excel 2000
POPULARITY
Total Downloads
1,694
Downloads Last Week
2
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User Reviews

5/5

1 User Votes

Developer’s Description

By Toteboard.net
Get a simple and powerful view of your portfolio.
The Portfolio Sheet is the first in a series of revamped personal investing workbooks by Toteboard.net. It is intended to give you a simple yet powerful view of your portfolio (be it public or private) with context sensitive navigation to destinations on the public Internet, visualization of your portfolios performance, and target allocation analysis.
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