Archive for category News

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.