Portfolio Viewer

Keep track of your financial investments with this free AIR-based application
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Portfolio Viewer Ranking & Summary

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  • Rating:
  • License:
  • Freeware
  • Price:
  • FREE
  • Publisher Name:
  • Mental Echo
  • Publisher web site:
  • http://mentalecho.com
  • Operating Systems:
  • Mac OS X
  • File Size:
  • 726 KB

Portfolio Viewer Tags


Portfolio Viewer Description

Keep track of your financial investments with this free AIR-based application Portfolio Viewer is a Flash based desktop application for tracking the performance of your financial investments. Portfolio Viewer is not a replacement of Microsoft Money or Quicken, but it does offer some of the same features when regarding tracking investments. Here are some key features of "Portfolio Viewer": · Works in online and offline modes (all portfolio information stored locally on your computer) · Receive price updates · Lookup stock/fund ticker symbols · View stock/fund profiles and news · Import investments in Quicken, Microsoft Money, and an Excel formats Performance Charts at the portfolio and investment level: · Portfolio/Investment value over time · Portfolio/Investment gain over time · Portfolio/Investment yearly rate of return Allocation Charts: · Percent allocation of each investment in the portfolio · Percent allocation in stocks/bonds/cash · Percent allocation in large cap/mid cap/small cap stocks · Percent allocation in growth/value/blend stocks Requirements: · Adobe AIR


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