Portfolio Manager » News

Portfolio Manager v1.94 Released

admin — Fri, 01 Jul 2011 10:59:01 +0000

A new version of Portfolio Manager is now available. This update resolves several minor issues discovered in v1.9. Again, this is a free update for all registered users and can be downloaded from our download page.

Portfolio Manager v1.9 Released

admin — Mon, 06 Dec 2010 09:00:29 +0000

A new version of Portfolio Manager is available with the following new features:

More precision in reports (upto 4 dec places)
Print direct from trade lists
Import from CSV, QIF
Export to QIF
New columns: Risk/Reward ratio, Total amount risked
New watch list columns: 52 week low/high
Option to consolidate transactions within reports
Option to include stock name within reports
Ability to search for stocks by name
Ability to show/hide open trades within the history list to display dividend amounts

Again, this is a free update for all registered users and can be downloaded from our download page.

New review of Portfolio Manager

admin — Fri, 07 May 2010 11:01:48 +0000

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)

admin — Fri, 08 Jan 2010 14:00:20 +0000

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

admin — Sat, 19 Dec 2009 11:30:47 +0000

Purchase Portfolio Manager between now and January 1st 2010 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

Portfolio Manager 1.8 Officially Released

admin — Sat, 28 Nov 2009 09:00:47 +0000

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

admin — Tue, 07 Apr 2009 18:30:46 +0000

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

admin — Fri, 20 Mar 2009 18:30:05 +0000

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.