Mac OS X  |  Business / Productivity  |  Finance  |  Personal Trader

Personal Trader

Personal Trader - 3.5 beta 11

for tracking and analyzing your investments

All Time: (3.1)
This Version: Not rated (0.0)
Current Version: 3.5 beta 11
Release Date: 2008-05-13
License: Beta
Downloads (this version): 275
Downloads (all versions): 21,732
Price: $30

Information Related to Version:

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Product Description:

Personal Trader is a stock market utility designed for managing your stock portfolio.

Intuitive and easy-to-use, it helps you track and analyze your investments.

Personal Trader can get current share values from the Internet and update your portfolio, showing you its total value and the value of individual stocks.

General
- Support for multiple accounts
- Support for multiple watchlists
- Support stocks, mutual funds, Sicav and FCP
- Include a database with +10,000 stocks and mutual funds
- Easy and intuitive user interface
- Fast and easy software update with Sparkle
- Automatic value update

Accounts:
- Unlimited number of transactions per account
- An account can have values in different currencies
- Support integer and fractional shares (eg. for mutal funds)
- Supported transactions:

  • Buy
  • Sell
  • Stock split
  • Dividends
  • Cash deposit
  • Cash withdraw
  • Miscanelous charges (per line or per account)

- You can view your account by lines or by transactions
- 1 month, 3 months, 1 year or 5 years account history graphic
- 1 day, 5 days, 1 month, 3 months, 1 year or 5 years graphic for each value

Watchlists:
- Unlimited number of values per watchlist
- Watchlists can contain stocks, mutual funds, Sicav, FCP, currencies and indices
- Support for indices component list
- For each value, you can see:
  • the current quote
  • the variation
  • the highest quote
  • the lowest quote
  • the volume exchanged for the current day


Miscalenous
- Database searchable by name, ticker or ISIN code
- Expandable datase by users
- Conversion rate between all currencies
- Global currency cross rates table
- Support for all major international indices

Supported currencies:

  • US Dollar
  • Australian Dollar
  • Canadian Dollar
  • UK Pound
  • Euro
  • Swiss Francs
  • Argentina Peso
  • Brazil Real
  • Hong Kong Dollar
  • Indian Rupee
  • Mexican Peso
  • New Zealand Dollar
  • Pakistani Rupee
  • Singaporian Dollar
  • Swedish Krona
  • Taiwan Dollar
  • Thai Baht

Support values from 27 international markets:
  • Argentina
  • Australia
  • Austria
  • Brazil
  • Canada
  • Denmark
  • France
  • Germany
  • Hong Kong
  • India
  • Indonesia
  • Ireland
  • Italy
  • Korea
  • Malaysia
  • Mexico
  • New Zealand
  • Norway
  • Pakistan
  • Singapore
  • Spain
  • Sweden
  • Switzerland
  • Taiwan
  • Thailand
  • United Kingdom
  • USA

What's new in this version:

  • Easier and better support of mutual funds, FCP and Sicav
  • Support for fractional shares
  • Support of Sparkle, for better update management
  • Support of new markets:
  • Argentina
  • Austria
  • Brazil
  • Denmark
  • Hong Kong
  • India
  • Indonesia
  • Ireland
  • Korea
  • Malaysia
  • Mexico
  • Norway
  • Pakistan
  • Singapore
  • Sweden
  • Taiwan
  • Thailand
  • Support of new currencies:
  • Argentina Peso
  • Brazil Real
  • Hong Kong Dollar
  • Indian Rupee
  • Mexican Peso
  • New Zealand Dollar
  • Pakistani Rupee
  • Singaporian Dollar
  • Swedish Krona
  • Taiwan Dollar
  • Thai Baht
  • And many more new features...

Operating System Requirements:

This product is designed to run on the following operating systems:

  • Mac OS X 10.5 Intel
  • Mac OS X 10.5 PPC
  • Mac OS X 10.4 Intel
  • Mac OS X 10.4 PPC

Additional Requirements:

  • Mac OS X 10.4.9 or higher

Screenshots:

Download Links:

Your Installed Versions:


 

Feedback Summary:

This Version:
Overall Rating: Not rated (0.0) Features: Not rated (0.0) Support: Not rated (0.0)
Ease of Use: Not rated (0.0) Quality / Stability: Not rated (0.0) Price: Not rated (0.0)
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Personal Trader ReviewPersonal trader Mac - Version: 3.5 beta 7, 4/18/2008 01:55AM PST

rod.mccoll
I am from New Zealand and just downloaded the program on my new iMac. Works great. I entered a watch list of New Zealand shares and hit the update button. whamo it is up to date and a chart to go with it.
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Personal Trader CommentaryExcellent idea, but... - Version: 3.5 beta 5, 4/9/2008 09:41AM PST

(1 of 1 users found this comment useful)

marineblue
An application like this is long overdue for would-be investors who have the misfortune to live outside the US.

The interface looks clean and simple, however, the performance on my Intel iMac is slow, with brief periods of unresponsiveness following each action...a bit like those early Java-based apps.

Unfortunately, whilst the developer has obviously gone to great lengths to include a wide range of international stocks, my personal predilection, namely ETFs traded on the LSE are not included, despite many regular investment trusts appearing, so the app as it stands is not too much use to me.

But I'll definitely be keeping an eye on it...great concept!
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Personal Trader Reviewgood idea but - Version: 3.0b18, 10/30/2007 12:03AM PST

(0 of 1 users found this comment useful)

frodo5641
no support for Australian stocks even though it's advertised of having it.

Just entered Australian Stock code, hit enter window goes grey and application has to be force quite.

It's a pity as I'm waiting for a software like this.

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