Used Stock Portfolio Organizer for Windows?


Stock Portfolio Organizer Analysis

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Not written by CNET Staff.

Stock Portfolio Organizer is a trial version productivity application designed for Windows users looking to manage their investment portfolios efficiently. This software provides comprehensive tools that allow users to track stock performance, analyze investment trends, and organize their financial data in one centralized location. Key features include customizable portfolio layouts, real-time market updates, and performance metrics that help users make informed decisions about their investments.

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The application supports various stock market data sources and can import data from multiple formats. Its user-friendly interface is designed to simplify the process of monitoring investments, making it suitable for both novice and experienced investors. With features like alerts for stock price changes and detailed reporting options, Stock Portfolio Organizer aims to enhance the overall investment management experience for its users.


Used Stock Portfolio Organizer for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
1.12.6949.33824
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 7
  • Windows 8
  • Windows Vista
  • Windows 10
Additional Requirements
.NET 4.6
POPULARITY
Total Downloads
91
Downloads Last Week
0

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Program available in other languages


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Developer’s Description

Manage and track your trades.
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.


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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Pauls Advanced Programming Applications, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.