PortMgr - Portfolio Manager

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PortMgr ScreenshotsPortfolio 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

Monitoring portfolios has never been easier. PortMgr has been designed such that each portfolio has all its open positions, unwound positions, empty positions and benchmarks standing side by side together with their trade and price information. There is no need to switch between screens to find what you are looking for since everything is in the one place.

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:-

  1. Manually update prices for each position,
  2. Automatically update portfolios by reading in price files.
  3. Automatically update portfolios via the Internet by downloading FREE quotes data from Yahoo! Finance

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.

Other Features:-

  • No restrictions on the number of portfolios that can be monitored.
  • No restrictions on the number of positions per portfolio that can be entered.
  • Allows the user to have long and/or short positions.
  • Allows the user to add to existing positions or to keep them separate
    - useful if having different trading strategies for the same investment.
  • Allows the user to unwind full or partial positions.
  • Provides a save & restore facility so that portfolios can be stored for later reuse.
  • Automatically recalculates for any changes made to the portfolio.
  • Exports portfolios in CSV file format to allow importing into other applications, such as Excel.

Is my device supported?   |   FAQs

All our Windows Mobile CE and Pocket PC Applications
Pocket Genesis - Charting and Technical Analysis (7.8)
PortMgr - Portfolio Manager and Quotes Downloader (5.1)
Mrtgcalc - Mortgage, Lease and Loan Calculators (5.1)
pFXcalc - Foreign Exchange Currency Calculator (5.0)
Pocket Optcalc - Options Calculator (5.2)
Pocket Futcalc - Futures Calculator (4.2)


PortMgr (ver 5.1)                              Download User Manual
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

Free trial

Handheld PC Pro devices

H/PC CE 2.11 for MIPS, SH3, SH4 & StrongARM

Free trial

Handheld PC 2000 devices

MIPS & StrongARM processors

Free trial

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