Portfolio Tracker 2008 for Windows

Used Portfolio Tracker 2008 for Windows?

Portfolio Tracker 2008 Analysis

AI Assisted Content · June 11, 2026

Not written by CNET Staff.

Portfolio Tracker 2008 is a trial version productivity software designed for Windows users seeking to manage their investments and taxes efficiently. This application provides tools for tracking portfolio performance, analyzing investments, and generating reports that can facilitate tax preparation. Users can input various asset types, monitor their value fluctuations, and receive insights into their financial status, aiding in informed decision-making.

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Trial version

The software features a user-friendly interface that simplifies the process of entering and managing data. It allows for the categorization of investments, making it easier to generate detailed reports. Additionally, Portfolio Tracker 2008 supports various tax-related functions, including the calculation of capital gains and losses. This functionality ensures that users can maintain accurate records for tax purposes, enhancing their overall productivity in financial management.

Portfolio Tracker 2008 for Windows

Used Portfolio Tracker 2008 for Windows?

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Full Specifications

GENERAL

Release: May 19, 2008

Latest update: June 11, 2026

Version: 11.1

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 10
Windows XP

Additional Requirements: Windows XP, Excel XP/2003/2007

POPULARITY

Total Downloads: 767

Downloads Last Week: 0

Report Software

Program available in other languages

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Last Updated

User Reviews

3/5

2 User Votes

Not impressed.
June 1, 2008
Pros
Cons
Would not run. I have Excel 2003, which meets program's requirements. All buttons/actions in this program required Excel macros to be set to a lower security setting in order to get them to run. This was accompanied by a statement that doing so is "not recommended", leaving the user in a dilemma. I, for one, am certainly not going to put my computer at risk just to allow this software to function. The developer of this product needs to do much more testing, and revise the product so user can work it seamlessly. Help system is poor and needs major re-design. Also, the install module was an unregistered version of some shareware product and reminded user of same upon completion of installation; this taints the product with an unprofessional appearance.
Summary
Amazingly Accurate and Fast !
mikey_goletaMay 26, 2008
Pros
It did my Schedule D, from broker input - to a .txf file generated for Turbo Tax - in 20 minutes !
Cons
Summary

Developer’s Description

By Investor Services

Perform advanced wash sale analysis and cost basis calculations and generate reports.

Portfolio Tracker 2008 performs advanced washsale analysis and cost basis calculations and creates a .txf file for easy uploading to your tax software. Perfect for stock and option year end calculations for up loading to your tax software. An amazing Excel spreadsheet, you will not believe you're in Excel. Also you can download your broker's excel's statement directly into this program and perform wash sale analysis correctly. Version 11.1 may include unspecified updates, enhancements, and bug fixes.