Portfolio Analyst

Portfolio Analyst offers a portfolio analytics, accounting, sophisticated charting and reporting, importing data from brokerages and custodians. Whether you are a casual investor or an experienced trader, Portfolio Manager can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst features include: Track stocks, funds, options, and indices. Retrieve prices from the Internet. Retrieve transactions from broker or fund. It has graphing, Extensive reports, Capital gain calculations, FIFO, AVG, or Specific Lot, and Technical analysis. Multi-currency support.

Portfolio Analyst users enjoy high level of privacy, data security and encryption. Data files are stored locally in a SQL compatible database. SQL shell is shipped with the software.

Limitations:

60-day trial