PortfolioTK lets you identify the strengths and weaknesses of your investment strategy. Portfolio Tool Kit provides an advantageous way of looking at your portfolio of investments. Its clean and intuitive interface provides insight into how your overall portfolio is really performing, through both accurate quantitative statistics and advanced charting. Not only that but you can use PortfolioTK's reporting features to see how your portfolio has been performing against the major benchmark indices.
Software License: Shareware
Operating Systems Support: Microsoft Windows
Download Link: PortfolioTK 1.10
Homepage: PortfolioTK
Version ChangeLog:
Redesigned charting/research interface
create, edit, and store securities in a local database
Multi-threaded historical quote download built-in
Quicker chart loading and switching
Panning, zooming, and scrolling of chart
Can specify chart periodicity (Daily, Weekly, Monthly)
Able to edit indicator parameters (right clicking the chart brings up a context menu to edit indicator params and remove)
Able to add more than two indicators (double click the name of the indicator you would like to add to the chart)
Fundamentals tab browsing now much easier and cleaner
New Preferences menu under the File menu
Polished up the interface, as well as, rearranged main tabs to reflect greater future emphasis on charting
Slightly improved loading time
Can now start the program without being connected to the internet
Bug fixes in the new trade interface along with easier date entry. Also, sorting by date now works properly
Able to export trade list to a comma separated .CSV file
Manual has been updated to reflect new features
New statistics in Monte Carlo simulator
Probability of Profit/Loss
Van Tharp's $ Expectancy Per Trade
Van Tharp's $ Expectancy Per $ Invested
