PortMgr - Portfolio Manager
Portfolio management system that keeps track of all your investments, including stocks & shares, mutual funds, bonds, futures & options, with Internet update for quotes, support for every financial market and no restrictions on the number of portfolios that can be monitored or on the number of positions per portfolio that can be entered.
PortMgr supports Windows CE, Windows Mobile 6, Windows Mobile 2005, Windows Mobile 2003, Pocket PC 2003, Pocket PC 2002, Pocket PC, Phone Edition, Handheld and HPC 2000 devices including HP iPAQ, Dell Axim, O2 XDA, Palm Treo, Fujitsu Pocket LOOX, Toshiba e-series and many others. Free trial software downloads are available
Empty positions refer to instruments that you are interested in but as yet have not traded in, perhaps waiting for the right moment or price. Empty positions have no effect on the overall portfolio values.
Benchmarks are a special type of empty positions and refer to instruments such as stock market indices, which you can use to compare how your investments are performing against. For example, for a US stock portfolio you may find it useful to add the NASDAQ Composite or the S&P500 to the portfolio. By creating portfolios with only benchmarks, such as stock market indices, treasury bonds and currency rates, you can also use PortMgr to keep a close eye on world markets.
For each position, the application displays the Code, Name, Quantity, Value, P&L in amount & percent, full Transaction Costs including Stamp Transfer Fee (if any) & Commission, Price Change in percent, Previous Price, Market Price, Stop Loss in amount & percent, Trade Price, Trade Date and Change/Unwind Date.
Running totals are also shown highlighting the Total Value for all open positions, Realised P&L and Unrealised P&L in amount & percent for the whole portfolio. These totals and all other values will automatically recalculate for any portfolio changes.
After numerous discussions with users, PortMgr now incorporates three price update mechanisms. Users can:-
Quote data retrieved from Yahoo! Finance, includes, where appropriate, Price Date Time, Last, Change, % Change, Open, Low, High, Prev Close, Volume, Bid, Ask, 52-week Low, 52-week High, Dividend, Yield (%), EPS and P/E. PortMgr will display this information with every open position, empty position and benchmark in the portfolio.
Is my device supported? |
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||Intro. Offer $24.95
Free Evaluation Copy
|Pocket PC, Pocket PC 2002, Pocket PC 2003
Windows Mobile 2003, Windows Mobile 2003 SE
Windows Mobile 2005, Windows Mobile 6 Classic
and Windows Mobile 6 Professional devices
MIPS, SH3, StrongARM & XScale processors
|Handheld PC Pro devices
H/PC CE 2.11 for MIPS, SH3, SH4 & StrongARM
|Handheld PC 2000 devices
MIPS & StrongARM processors
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