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Portfolio Analyst Description

Offers a powerful and flexible portfolio analytics

Portfolio Analyst offers a powerful and flexible portfolio analytics , accounting, sophisticated charting and reporting, importing data from brokerages and custodians.

Whether you are a casual investor or an experienced trader, Portfolio Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst features include:

- Track stocks, funds, options, indices, etc
- Retrieve prices from the Internet
- Retrieve transactions from broker/fund
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Technical analysis
- Multi-currency support

Portfolio Analyst Version History

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Portfolio Analyst User Reviews

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