Portfolio Analyst icon

App Specs
File size:
98.06 MB
June 29, 2013
July 31, 2016

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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.

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 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.

  • What's New
    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.