Stock Portfolio Manager

Stock Portfolio Manager is a user-friendly program that comes as a practical solution to those who want to keep track of share payments, performance, and examine it the process is going well, represented by various charts.

The app requires Java present on the hard drive to run smoothly and comes with all the necessary items to be directly launched. The utility can be dropped on an external pen and started on different computers.

It's wrapped in an intuitive and clean layout divided into five separate tabs, namely, overview, performance, transactions, watch list, and graphs. Quick commands are stacked in a neat toolbar, in the upper part of the window.

Unfortunately, the database doesn't come with an option to make a private profile or at least protect it from prying eyes, with a password. If you have existing records (CSV) stored on the PC, you can import them into the panel.

To add a new entry, simply press the Add button, and fill the required fields, such as date/time, symbol, name, currency, sector (e.g. basic materials, finance, health care, services, utilities). You can input the type (buy, sell), price per unit, quantity, commission, and tags. The total value is automatically calculated based on the numbers.

In the performance tab, you are able to view the total basic cost, market value and growth, gained capital, dividend, overall return, and annual rate. The app shows based on the entered items, graphs for the market value by sectors, currencies, labels, and the overall return per year. The database can be exported to CSV file format, and the layout colors, customized from the settings.

The bottom line is that Stock Portfolio Manager is a useful program that comes in handy if you want to insert and manage your share transactions, payments, and view the gained profit.