Portfolio Analyst 2.0.14

Tool to easily manage your investment portfolio
Portfolio Analyst - In this window you can visualize and manage portfolio and investment accounts.
  13 Screenshots
Portfolio Analyst is an easy to use, high quality investment portfolio management application available for the Mac OS X and Windows.

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  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 Portfolio Analyst.

Main features:

  • 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

last updated on:
June 3rd, 2014, 9:48 GMT
file size:
44.1 MB
license type:
developed by:
MTH Software Inc
operating system(s):
Mac OS X 10.4 or later
binary format:
Universal Binary
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Portfolio Analyst
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13 Screenshots
Portfolio Analyst - Here you can visualize accounts and account charts.Portfolio Analyst - Payees can be managed in this panel.Portfolio Analyst - Here you can visualize a report chart and summary.Portfolio Analyst - In this window you can visualize a stock trends chart.Portfolio Analyst - Here you can make some general program changes.Portfolio Analyst - You can also customize various investment preferences.Portfolio AnalystPortfolio AnalystPortfolio AnalystPortfolio AnalystPortfolio AnalystPortfolio Analyst - In this window you can visualize a chart containing your investments.
What's New in This Release:
  • This update contains important performance and reliability fixes for OS X 10.9 (Mavericks)
  • Full Retina Display support on Mac OS X.
  • Previously rendering had been blurry. See 8000629
  • Fixed pdf printing on Mavericks
read full changelog

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