Stock Portfolio Organizer

Stock Portfolio Organizer is desktop software for recording and analysing investments. It is made by Pauls Advanced Programming Applications and suits private investors, active traders and self managed super funds.

It handles shares, margin positions, contracts for difference, futures and forex, with trades kept in any currency.

Features

• Performance tracking: shows gains, losses, income and history for each trade, with charts.
• Dividend handling: downloads dividend data, finds ones missing from a portfolio and adds them in bulk.
• Yield metrics: links dividends and trust distributions to trades to work out yield on cost and net income.
• Data feeds: accepts tick, real-time, end-of-day and fundamental data from several sources.
• Risk tools: position sizing and risk calculators, plus watchlists and alerts.
• Scripting: a built-in JavaScript-based language for custom views and calculators.

Who it works with

Individual investors, traders and self managed funds. Several accounts can be held by each user.

Key facts

• Data storage: kept on the user's own computer
• Currencies: multi-currency with live conversion to a base currency
• Maker: Pauls Advanced Programming Applications