Portfolio Sheet for Windows

Used Portfolio Sheet for Windows?

Developer’s Description

By Toteboard.net

Get a simple and powerful view of your portfolio.

The Portfolio Sheet is the first in a series of revamped personal investing workbooks by Toteboard.net. It is intended to give you a simple yet powerful view of your portfolio (be it public or private) with context sensitive navigation to destinations on the public Internet, visualization of your portfolios performance, and target allocation analysis.

Portfolio Sheet for Windows

Used Portfolio Sheet for Windows?

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Full Specifications

GENERAL

Release: June 8, 2005

Latest update: August 24, 2015

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: 1,680

Downloads Last Week: 1

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User Reviews

5/5

1 User Votes

Awesome...used other Portfolio tools on the web, this one blows them away.
mjohnson1234June 8, 2005
Pros
It's got the best qualities of all the portfolio monitors on the web. The ability to define your own display, the ability to track any kind of investment, links to other sites. (I think there's over 200.) A heat map like display, and graphs showing my allocations. The biggest plus, I can keep my portfolio on my own machine because it's in Excel. So I don't run the risk of sharing all my information to others on the web.
Cons
Doesn't fit on my monitor. A little slow when loading data for the SP500. Doesn't allow me to easily track multiple lots.
Summary