Features
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License:
Free to try; $36.00 to buy (Buy it now)
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Editor's Rating:
Not rated
- Average User Rating:
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Downloads:
1,286
- Operating Systems:
Windows XP, Windows 2000
- Additional Requirements:
Windows 2000/XP, Microsoft Excel 2000
- Limitations:
6-month trial for XLA
- Date Added:
June 08, 2005
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Previous Versions:
Publisher's description of Portfolio Sheet
From Toteboard.net: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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User reviews
- Average user rating: 0 stars Not yet available
- My rating: 0 stars Write review
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Showing 1 of 1 user reviewSee 1 user review
This software version | All versions -
Version: Portfolio Sheet 2.0
"Awesome...used other Portfolio tools on the web, this one blows them away."
Pros: It's got the best qualities of all the portfolio monitors on the web. The ability to define your own display, the ability to track any kind of investment, links to other sites. (I think there's over 200.) A heat map like display, and graphs showing my allocations. The biggest plus, I can keep my portfolio on my own machine because it's in Excel. So I don't run the risk of sharing all my information to others on the web.
Cons: Doesn't fit on my monitor. A little slow when loading data for the SP500. Doesn't allow me to easily track multiple lots.
- See 1 user review Write review
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