Portfolio Analyst is a 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 Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements.Track stocks, funds, options, indices, etc
Portfolio Analyst features include:
Retrieve prices from the Internet
Retrieve transactions from broker/fund
Capital gain calculations
FIFO, AVG, or Specific Lot
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.
Added OFX 2.0.3 Spec Support
Fixed "Transaction edit stalling" named issue
Cumulative Bug fixes
Portfolio Analyst (com.mth.analyst) is a Mac software application that has been discovered and submitted by users of Software.com.
The latest version that our users have reported running on their systems is Portfolio Analyst 2.0.14.