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Portfolio Analyst for Windows

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Editors’ Review

Download.com staff
Portfolio Analyst provides comprehensive portfolio management, tracking various assets with sophisticated charting, reporting, and data import capabilities for all investor types.
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Portfolio Analyst 0/1

  • Pros

    • Tracks stocks, funds, options, and indices.
    • Imports data from brokerages and custodians.
    • Offers sophisticated charting and extensive reports.
    • Calculates capital gains with multiple lot methods.
    • Provides strong data privacy, security, and encryption.

  • Cons

    • No mention of real-time price updates.
    • Information on charting customization is absent.
    • Specifics on technical analysis features are missing.
    • No details on multi-currency exchange rate handling.
    • Data import formats are not specified.
Icon of program: Portfolio Analyst

Portfolio Analyst for Windows

Download now

Used Portfolio Analyst for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
2.0.12
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows XP
  • Windows 2000
  • Windows 10
  • Windows 7
  • Windows 98
  • Windows Vista
Additional Requirements
None
POPULARITY
Total Downloads
210
Downloads Last Week
3
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Developer’s Description

By MTH Software
Set investment priorities, identify under-performing investments, and verify efficiency improvements.
Portfolio Analyst offers a 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, and indices. Retrieve prices from the Internet. Retrieve transactions from broker or fund. It has graphing, Extensive reports, Capital gain calculations, FIFO, AVG, or Specific Lot, and 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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