Icon of program: Portfolio Sheet

Portfolio Sheet for Windows

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Editors’ Review

Download.com staff
The Portfolio Sheet provides a simple yet powerful view of personal investment portfolios. It offers performance visualization, target allocation analysis, and context-sensitive navigation to public internet destinations.

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  • Pros

    • Provides a simple and powerful portfolio overview.
    • Manages both public and private portfolios.
    • Offers context-sensitive navigation to public Internet destinations.
    • Includes performance visualization for portfolios.
    • Performs target allocation analysis.

  • Cons

    • Lacks direct transaction execution features.
    • Does not explicitly mention real-time market data feeds.
    • No stated integration with financial institutions for data.
    • Currently limited to a single 'Portfolio Sheet' workbook.
    • No specific mention of tax reporting features.
Icon of program: Portfolio Sheet

Portfolio Sheet for Windows

Download now

Used Portfolio Sheet for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
2.0
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 2000
  • Windows 10
  • Windows XP
Additional Requirements
Windows 2000/XP, Microsoft Excel 2000
POPULARITY
Total Downloads
1,694
Downloads Last Week
0
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User Reviews

5/5

1 User Votes

Developer’s Description

By Toteboard.net
Get a simple and powerful view of your portfolio.
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