I chanced upon this Stock Portfolio Manager project from a site that focus on DRIP investing.

I was pretty impress by it but found that it is not as suitable as my Free Stock Portfolio Tracking Google Spreadsheet. But nevertheless I thought that perhaps some folks would appreciate it.

Why need a tool like this

We talk about the importance of planning financially at different stage of your life so that you do not get to a state where you lose financial control (see Frugal Living)

One portion of the plan is to plan for your nested egg or having adequate money for retirement. Investing in stocks is one of the solutions.

There are many tools or websites that does this but not many focus on enabling you to key in transactions and different currencies.

The Use Case for Stock Portfolio Manager

  1. A portfolio manager that works on different platforms
  2. Able to let the user fill in his own stocks whether US or international based
  3. Able to let the user update based on transactions (buy, sell or dvidends)
  4. Able to provide graphing to let the users do a portfolio review

I thought this tool does a pretty competent job. What stopped me from exploring further is that there Is limited currency selection and that for transactions I believe there are more frequently encountered transactions other than buy,sell and dividends.

This application is free and if you are interested to try and see if it works for you, you can download it from here.