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Portfolio Analyst

Portfolio Analyst is high quality investment portfolio management software.
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About Portfolio Analyst2.0.6

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Portfolio Analyst is high quality investment portfolio management software. 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 Manager can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst features include: [ul]

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  • 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 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.

Supported platforms

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Screenshot of Portfolio Analyst

Latest version

2.0.6
  • https://www.mthbuilt.com/downloads/analyst-setup.deb

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4.7 out of 5 · 3 ratings

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License

Shareware

Latest version

2.0.6

Total downloads

934

Author

MTH Software, Inc.
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