Portfolio Manager

Portfolio Manager is no longer being maintained or supported.  I recommend that you use a service like Share Sight

Portfolio Manager has been using Yahoo Finance to retrieve free delayed stock prices updates for your portfolio.  Unfortunately after many years of offering this free service, Yahoo has decided to shutdown this service without any warning.  I am looking into if there are any other free alternatives or if Yahoo are going to offer a […]

A latest version of Portfolio Manager is now available with the following changes: Basic charting.  Using the chart generator you can quickly create charts for a specific account and date range and stocks.Includes the following chart types: Profit/Loss: Creates a chart based on your trades and dividends over time. Portfolio Value: Creates a chart based […]

Portfolio Manager uses Yahoo Finance for its stock quote updates.  Every so often they have an issue however this generally only lasts a day or two.  Another common reason is anti virus or firewall software blocking the internet connection from the program.  Please check that this isn’t the case. If that still doesn’t help please […]

A new version of Portfolio Manager is now available. This update improves the QIF/CSV import and fixes an issue causing it to not work on some systems. Again, this is a free update for all registered users and can be downloaded from our download page.

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.

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 […]

The editors over at 3d2f.com have posted a review and tagged Portfolio Manager as being the most promising in its class.

The default brokerage amounts are based off the selected account. You can change the default value by clicking on Tools | Account Setup and then selecting the required account from the list and clicking Edit. Here you will find the defaults for that account.

64-bit versions of Windows do not include the required database drivers to run Portfolio Manager in 64bit mode. From v1.8 of Portfolio Manager the database format has changed to solve this issue. When first loading your portfolio in v1.8, your database will be automatically upgraded to work on all versions of windows. Unfortunately this upgrade […]