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Helps you track your gain/losses, average amount paid for securities, amounts invested, total commissions paid and more!
File Size: 13.8 MB
License: Free to try
OS: Win95, 98, Me, NT, 2000, XP
Requirements: 32M RAM
20M free HD space
PCFolio helps you track your gain/losses, average amount paid for securities, amounts invested, total commissions paid and more. Profit and losses and the portfolio's balance are computed live using current prices obtained free from the Web. View charts like Portfolio Performance, Positions, Asset Allocation and Daily Profit and Loss. Charts and amount totals are available per security and for the entire portfolio.
PCFolio can be used to manage any number of portfolios, each with any number of investments, you can even create test portfolios for "What if" scenerios. View your Transactions History and download this and other information into Excel for further analysis. You can create reports using the Excel interface and then modify and customize them as needed. Each portfolio can be password protected for added security.
All of your data can be transferred to Excel at the click of a button, including Historical Prices.
All reports are available for print in Excel where you can further customize them.
Allows password protection. Each individual portfolio can be protected with it's own Sign-on ID and password!
A lot of time and effort was spend in the development of PCFolio to make it as easy to understand and navigate as possible. It does as intended without the complexity of other stock trading tools.
PCFolio is for everyone that invests in the market, not just the professionals!
PCFolio was designed by investors to answer these simple questions: How much was my Gain/Loss on that last trade?
What is my Gain/Loss year to date on that security? For my Portfolio?
How much I'm I spending in commissions?
How much have I traded on a given stock for the Gains or Losses I have incurred?
What is my total number of trades to date?
What is the average price for each of the securities I hold? And as of my last sell or buy order?
What are the current prices of all my holdings?