Used Portfolio Analyst for Windows?


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.

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 2000
  • Windows 10
  • Windows 7
  • Windows Vista
  • Windows XP
  • Windows 98
Additional Requirements
None
POPULARITY
Total Downloads
213
Downloads Last Week
0

Report Software

Last Updated


Developer’s Description

Set investment priorities, identify under-performing investments, and verify efficiency improvements.

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