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.