Portfolio Management

Portfolio Manager supports common and preferred stocks; corporate, government, zero coupon, and tax free bonds; mutual funds; CD's; and options. It also supports shorting of stocks and options and full featured cash and margin accounts.

Easy to Use

Portfolio Manager is easy to use - see our testimonials page for what our customers say.

simple to make corrections or adjust entries

Allows for simple correction or adjustment of transactions, securities, and portfolios. This includes changing portfolio name, security name, and ticker symbol, in addition to amount fields.

fast entry of complex transactions

reporting - just what you need to manage your investments

Portfolio Manager provides online or printed reports - your choice. A sample of what's available is listed below:

Unlimited portfolio capacity

Portfolio Manager uses database technology to allow you an unlimited number of portfolios, securities, and transactions. Your amount of disk space is the only limitation!