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Personal Portfolio Manager for Windows

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Editors’ Review

Download.com staff
OWL Personal Portfolio Manager (PPM) simplifies investment record keeping. It tracks various assets, computes gains/losses, and manages up to 999 portfolios with customizable reports.

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  • Pros

    • Tracks stock, bond, and mutual fund transactions
    • Automatically computes capital gains and losses
    • Supports IRS approved accounting methods
    • Manages up to 999 separate portfolios
    • Customizable report generator

  • Cons

    • No mention of real-time data updates
    • No details on technical analysis features
    • No information on mobile access or syncing
    • User interface details not provided
    • Specific supported asset classes beyond stocks/bonds/mutual funds not clear
Icon of program: Personal Portfolio Manage…

Personal Portfolio Manager for Windows

Download now

Used Personal Portfolio Manager for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
7.0.10
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 95
  • Windows 2000
  • Windows 98
  • Windows 7
  • Windows NT
  • Windows ME
  • Windows Vista
  • Windows 2003
  • Windows 10
  • Windows XP
Additional Requirements
None
POPULARITY
Total Downloads
6,111
Downloads Last Week
1
Report Software

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Developer’s Description

By Owl Software
Analyze used by individual investors and money managers on five continents.
The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use. PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, and royalties. PPM helps you manage investments by maintaining separate accounting for up to 999 different portfolios. It is easy to set up portfolios for retirement planning, children's college funds, brokerage accounts, what-if analysis and much more. The report generator lets you customize each report to include any combination of portfolios over any range of dates.
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