Portfolio Management Software

Manage multiple portfolios and transactions.
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Portfolio Management Software Ranking & Summary

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  • Rating:
  • License:
  • Trial
  • Publisher Name:
  • HyperSoft Technologies Limited
  • Operating Systems:
  • Windows All
  • File Size:
  • 25.2 MB

Portfolio Management Software Tags


Portfolio Management Software Description

Portfolio Management Software is a powerful program that allows you to manage your stock portfolio and to register transactions. It is intended for easy management and real-time valuation of your trading and stock portfolios. The portfolios can include stocks, derivatives and fund shares. All transactions can be entered manually or retrieved directly from your broker's database. Main features: Track stocks, Investments in IPOs, FDs, etc - Tracking of Maturity and Premium Dates Transactions can be entered manually or retrieved directly from your broker's database. Tracking of Unlimited number of Portfolios. Reports on Various Portfolios Retrieving Transactions: Retrieve Transactions Directly from your Broker's database using backoffice web login or get extracted & e-mail from broker's backoffice. Retrieving transactions makes keeping your records updated easy. Real-Time valuation of stock with refresh interval setting. Real-Time comparison with BSE & NSE rate and exchange-wise % of change since last trading day. Automated Price Updates using bhav copy - Retrieve daily and historical closing prices from exchange's website Capital Gains Reporting - Supports for Summary or Detailed Capital Gains Report with short-Term, Long-Term, Speculation, Portfolio Value, Negative Balances , Financials and Stock watch. Report Publishing Support - All Reports can. be exported to Excel or text formats. Graphing - Extensive graph options allow you to view your portfolios in a variety of ways. Compare performance and gain insight into your positions. Industry wise (sector wise) Graphs.


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