Portfolio Analyst 2.0.14

Tool to easily manage your investment portfolio
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
developed by:
MTH Software Inc
license type:
operating system(s):
Mac OS X 10.4 or later
binary format:
Universal Binary
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13 Screenshots
Portfolio Analyst - In this window you can visualize and manage portfolio and investment accounts.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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