StockWhip

StockWhip keeps detailed records of your stock portfolios and with cash reserves, gives you accurate performance figures over multiple time periods for each month of operation in comparison with an index. It supports watchlists to track arbitrary lists of stocks and can suggest entry points and portfolio weightings according to risk analysis. It can generate reports on your income and gains for tax reporting and alert you to price breaks. If you have a a margin loan, StockWhip can keep you up to date with your Loan to Value Ratio.

What is new in this release:

Version 2.1.6 deal with date format changes for historical prices retrieval.

Limitations:

1-portfolio trial