Furthermore, you can change the view Currency of the Portfolio showing the profits or loss in your preferred Currency. Stay informed about special deals, the latest products, events, and more from Microsoft Store. Available to United States residents. By clicking sign up, I agree that I would like information, tips, and offers about Microsoft Store and other Microsoft products and services. Privacy Statement. Virtual Portfolio Manager.
See System Requirements. Available on HoloLens. Description Virtual Portfolio Manager allows to create several Portfolios and add your financial Instruments as Positions to each of them. Show More. People also like. Free Course - Stock analysis! Visual Chart App Free. Day Trading Full Course Free. Personal Capital is safe , it has an Investment Checkup tool to give you an idea if your investments are on track, and it has a pretty good retirement calculator too based on your data.
Learn more about Personal Capital. SigFig was the first investment tracker I ever used. If you like complete customization and your data secure on Google servers, you can create your own Google Sheet and pull data using a function provided by Google. This data can be delayed up to 20 minutes. The syntax of the function is available here. There is a huge menu of things you can do with the function, including show historical data, tables, etc.
Check out Google Sheets. Sadly, Microsoft Excel is not a good alternative because there are no good functions to pull in data. I like Google Finance because the homepage gives you a handful of big stories of which the headline alone gives you enough information and then the portfolio tracking will pull in the major stories of your holdings.
But they recently got rid of the Portfolio tracking features. I never used it to track my portfolio entirely, such as tracking cash inflows and outflows. I only used it to see how particular holdings were performing on a daily and overall level. Check out Google Finance. Morningstar and Stock Rover exist for those who want more information and greater detail into their investment holdings. And for the spreadsheet junkies, you always have Google Sheets or your own spreadsheets that you can customize to exactly what you want.
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Most Popular. New Releases. Desktop Enhancements. Networking Software. Trending from CNET. Download Now. Developer's Description By Owl Software. This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use. PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods.
PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, and royalties. PPM helps you manage investments by maintaining separate accounting for up to different portfolios. It is easy to set up portfolios for retirement planning, children's college funds, brokerage accounts, what-if analysis and much more.
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