Archive for category News

New review of Portfolio Manager

The editors over at 3d2f.com have posted a review and tagged Portfolio Manager as being the most promising in its class.

Minor update (v1.81)

This release only adds one new feature however fixes a few minor bugs discovered within the last release.

What’s New:

  • Percentage total return  per account

Christmas Special – 33% Off Portfolio Manager

Purchase Portfolio Manager between now and January 1st and only pay just $19.95 USD.  That’s over 33% off the original price.  If you haven’t already done so, head over to the download page to trial the software or if your ready to make your purchase click on the buy now button below.

Description Currency Price Purchase
Get it through instant download USD $29.95 $19.95 Buy Now

Portfolio Manager 1.8 Officially Released

The latest update contains many minor changes as requested by users.

Brief overview of new features:

  • Now supports Windows 64-bit editions
  • Full Windows 7 support
  • General ledger report
  • Added optional warnings when entering a new transaction requires additional funds
  • Improved trading diary
  • Option to auto include dividend amounts in the cash accounts
  • Better support for option price updates
  • Many minor changes and bug fixes

This is a free update for all registered users.

Please note that this version uses a new database format.  Your portfolio will be automatically upgraded the first time you load it.  This should only take a few minutes depending on the number of trades you have entered.

Portfolio Manager 1.71 Released

Just a small update this time to fix an issue with the brokerage calculations when selling a partial amount of held units.

Portfolio Manager 1.7 now available

This latest update to Portfolio Manager makes it even easier to use.  Again we’ve listened to our customers and added a few requested features.

Brief overview of new features:

  • Added ability to hide summary information to allow more room for the main table information
  • Added ability to filter by stock (as well as date) within the trade diary
  • Added ‘undo sell’ option to popup menu on history table to quickly reverse a trade
  • Added auto complete option to stock modify dialog with recent stocks
  • Added short trade ability to stock calculator
  • Added better support for merging stocks
  • Added full support for altering DRP during the life of the transaction

As always there are many minor changes and this update is free for all registered users.