April 7th, 2009

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

March 20th, 2009

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.

November 10th, 2008

We have just released the next version of Portfolio Manager which adds many new features.

Brief overview of new features:

• Stock Calculator
• Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
• Default brokerage value, configured within the account settings
• Improved the layout of each of the stock reports
• Added the ability to export any of the reports to either PDF or Excel
• Backup portfolio option
• Ability to load the portfolio from another location (eg. flash drive)
• Watch List now displays stocks in red if days change is a loss, green if a gain
• Ability to buy a stock from the watch list
• Watch List column configuration now saves

plus many other minor updates and fixes.

October 28th, 2008

Larry Kubi has posted a review of Portfolio Manager on his site.

“Portfolio Manager is a great piece of software for keeping track of your stock portfolio and writing out your trading plans. This software will be of interest to the person who likes to put a lot of thought into his/her investments, not a trader who hits the buy and sell button many times a day. Since it is a desktop application, it is lightning fast and can be used when you are on the road without an internet connection.”

Read the full review.

August 21st, 2008

The latest version of Portfolio Manager is now includes a report for the Australian tax rules, taking the hard work out of calculating your capital gains tax.

Brief overview of new features:

• Added Australian Tax Report to the list of available reports.
• Improved reports adding column totals, better titles etc.
• Now auto detects and uses the default proxy configuration.
• Added support for SWX Swiss Exchange

Again, this update is free for all registered users.

June 19th, 2008

The latest version of Portfolio Manager is now available for download. We’ve listened to what our users wanted and added in some nice new features which we’re sure you will find useful. Remember that if you’ve already registered your copy then you can upgrade for free by downloading the latest trial.

Brief overview of new features:

• Added optional password protection on portfolios to stop prying eyes from viewing your portfolio.
• Better handling of different regional settings so it now accepts formats such as 42,00 or 54.00.
  
• Added ability to enter short trades and dividend reinvestments. Easily monitor your short trades and dividend reinvestments by selecting the required trade type when adding in the stock information.
• Added manual/auto price update option for each stock. You can use the manual price update option when your stock exchange is not listed, or to provide what-if scenarios on your stocks.
• Quick launch style dialog to choose portfolio
• Ability to enter in fractional number of stocks. eg. 56.43 units. This allows portfolio manager to better handle dividend reinvestments and managed funds.
• Ability to enter in the dividends as a total amounts as well as per share.
• Optional trade and dividend notes. When purchasing or selling stocks you can easily enter in an optional note such as why you decided to purchase or sell the stock, if you followed your trading plan etc.
• Trade Diary to store your trading notes. View, edit or add any information which you may have about your stock trading. Also displays any of your notes stored against your trades.
• Ability to register stock splits / reverse splits.

March 1st, 2008

This new version of our stock portfolio management software adds many useful features to the application.

• New ‘Stock Name’ column for the trade lists - You can now display the company name to easily identify which stocks you are working with.
• Ability to sort each column in the trade lists
• New reporting engine:
  • Ability to report for any date range, and/or individual stock code.
  • 3 new reports types. Profit/Loss Statement, Dividends and Open Trades.
• Multiple Accounts -Now you can add as many accounts as you like to your portfolio. Each of these accounts allows you to separate yor stock information into different categories while still keeping all the information within a single portfolio. Eg. trades from different brokers, long-term / short-term trades or even stocks from different markets / currencies.
• Watch List - You can now monitor the price of potential stocks
• Trade Rating - You can now assign a trade rating “Poor”, “Fair”, “Good” or “Excellent” to each of your trades and then display it as one of the columns in the trade lists.
• Ability to set the font size in the trade lists - As requested by several users, we now offer the ablity to configure the text size of the trade lists. We have also done some work to improve the layout when using ‘large fonts’ within Windows.
  

February 22nd, 2008

From the start of April the price for Portfolio Manager will be increased to $29.95 US. Buy now and take advantage of the old price of only $20.

February 14th, 2008

ZySoft is now Rellik Software. As part of this we have moved across to the new relliksoftware domain and have also redesigned the website.

January 6th, 2008

Minor update to fix a couple issues with when creating new Portfolios in 2008