Manage your portfolio with Portfolio Manager

Record the following information and produce reports.(Trial the software FREE for 14 days, see below)

Acquisition of shares, options, warrants, ETFs, units in funds, futures, ...
Exercise of options and warrants (Call, Put, Instalment)
Conversions, Consolidations, Share Splits, Bonus issues, IPOs, ...
Sales of shares, options, warrants, ETFs, units in funds, futures, ...
Short Selling, Short Covering, Write-offs
Dividend payments, calculating Franking Credits
Combining separate portfolios for summary reports, backup, recovery

Reports
show details and summaries of all transactions, dividends, closed trades, and current Holdings. A number of “performance measures” are displayed immediately; e.g. changed position values (+/- $ and %) and Profit/Loss markers when a trade is completed.

Report Examples

 

 
 
 

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