Icon of program: PortfolioTK

PortfolioTK for Windows

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Editors’ Review

Download.com staff
PortfolioTK is a personal stock portfolio manager offering comprehensive trade tracking, statistics, and advanced charting capabilities for informed investment decisions.

  • Pros

    • Supports partial position matching for long and short trades.
    • Generates end-of-year tax reports for Schedule D.
    • Includes a charting database with over 35 technical indicators.
    • Provides portfolio performance comparison against benchmark indices.
    • Offers equity curve performance with risk analysis.

  • Cons

    • Specific updates in version 1.27 are not detailed.
Icon of program: PortfolioTK

PortfolioTK for Windows

Download now

Used PortfolioTK for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
1.27
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows XP
  • Windows Vista
  • Windows 2000
Additional Requirements
Windows 2000/XP/Vista, Microsoft .NET Framework 2
POPULARITY
Total Downloads
282
Downloads Last Week
9
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Developer’s Description

By Piatek Software
Manage your stock portfolio.

PortfolioTK is a personal stock portfolio manager that provides trade tracking, statistics, and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, end-of-year Gains and Losses tax report generation for use with Form 1040 Schedule D, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTK's reporting features to see how your portfolio has been performing against the major benchmark indices.

Version 1.27 includes unspecified updates.

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