Stock Portfolio Organizer logo

Stock Portfolio Organizer

Stock Portfolio Organizer is a portfolio manager designed to be easy to use, flexible and forgiving. Here are just some of it's features: Supports shares, margin, futures and forex trades. Helps you handle tax deferred income by adjusting cost base. Multiple accounts and brokerage formulas Trade grouping.

True multi-currency support with live currency conversion. Trading notes Alert formulas Custom grid formulas Instrument formulas Tick, real-time & EOD data support with redundancy Audit trail of changes. Easily view all changes made. Forgiving with streamlined support for fixing errors. For example, lets say you applied a 3 to 1 share split instead of 2 to 1 by mistake. Normally you would now need to manually adjust the quantity of the affected trades back to their original values, but not with Stock Portfolio Organizer. You just need to right click on a trade and select 'Undo Split' and your done. What if at tax time you realized you had more or less shares before the split? No problem, you can go back and adjust the original quantity and the current quantity after the split will be updated.

Full Specifications

What's new in version 1.12.6949.33824

    Added the ability to import/export alerts.
    Fixed a bug where clicking 'Back' in the 'Transaction Import Wizard' could lead to duplicate entries.
    Fixed a rare bug in the data feed engine that could lead to a NullReferenceException
    Fixed a bug when trying to print certain grid views.
    Fixed a bug when calculating account transactions for close trades.
    Fixed a bug that allowed the user to sell trades in ways that should not be possible.
    Miscellaneous bug fixes.


Release January 11, 2019
Date Added January 11, 2019
Version 1.12.6949.33824

Operating Systems

Operating Systems Windows 10, Windows 8, Windows Vista, Windows, Windows 7
Additional Requirements .NET 4.6


Total Downloads 75
Downloads Last Week 0
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