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.