Portfolio Analyst for Mac

Name: Portfolio Analyst
Rating: 4 (1 reviews)
Author: MTH Software

By MTH Software
Trial version
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Key Details of Portfolio Analyst

Investment portfolio management software.
Last updated on September 3, 2015
There have been 3 updates
Virus scan status:
Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By MTH Software

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.