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Stock Portfolio Organizer

The Ultimate Stock Portfolio Management Software

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The software supports tick, real-time, end-of-day and fundamental data, and handles corporate actions such as splits, mergers, demergers and takeovers. Trades can be entered in any currency with live conversion to a chosen base currency. Dividends are linked to individual trades so return on investment and income can be computed per trade, and missing dividends can be added in bulk. A built-in JavaScript-based scripting language lets users create brokerage expense calculators, risk and position sizing calculators, and spreadsheet-style views. Watchlists and custom alerts cover stocks, futures, ETFs, mutual funds and currencies. The product keeps a detailed history of changes made to the data.

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