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Windows  |  Business / Productivity  |  Finance  |  Personal Portfolio Manager

Personal Portfolio Manager

Personal Portfolio Manager - 7.0.9

portfolio management software

All Time: Not rated (0.0)
This Version: Not rated (0.0)
Current Version: 7.0.9
Release Date: 2007-10-18
License: Commercial
Downloads (this version): 409
Downloads (all versions): 878
Price: $69.00

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Product Description:

The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). 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, royalties, etc.
  • PPM helps you manage investments by maintaining seperate accounting for up to 999 different portfolios. It is easy to set up portfolios for retirement planning, children's college funds, brokerage accounts, what-if analysis and much more. The report generator lets you customize each report to include any combination of portfolios over any range of dates.
  • PPM keeps you informed on the performance of both individual investments and entire portfolios. It automatically computes both the dollar value and annualized yield of unrealized capital gains, so you can quickly tell the winners from the loosers. And PPM tracks and charts the net worth of your portfolios, so you will always know if you are meeting your investment objectives.
  • PPM helps you analyze investments and potential investments with powerful technical analysis charts. Charts include: price/volume, moving averages, trend analysis, relative strength, on-balance volume, Wilder's RSI, stochastics, correlation analysis and asset allocation. Version 7 includes built-in capabilities for downloading current and historic stock quotes from free internet data services. All you need is an internet connection.

Operating System Requirements:

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

  • Windows Vista
  • Windows XP
  • Windows 2003
  • Windows 2000
  • Windows 98

Additional Requirements:

  • Windows NT 4 SP 6
  • Windows 2003 SP 1
  • Windows XP AMD 64-bit
  • Windows XP 64-bit SP 1
  • Windows NT 4 SP 2
  • Windows 2000 SP 1
  • Windows 2003 64-bit
  • Windows 2003 AMD 64-bit
  • Windows XP 64-bit SP 2
  • Windows NT 4 SP 3
  • Windows 2000 SP 2
  • Windows Server 2003 x64 R2
  • Windows 2000
  • Windows 2003 64-bit SP 1
  • Windows Vista AMD 64-bit
  • Windows XP Itanium 64-bit
  • Windows NT 4 SP 4
  • Windows 2000 SP 3
  • Windows NT 4
  • Windows XP 32-bit
  • Windows XP SP 1
  • Windows Server 2003 x86 R2
  • Windows ME
  • Windows 2003 Itanium 64-bit
  • Windows NT 4 SP 5
  • Windows 2000 SP 4
  • Windows Vista 32-bit
  • Windows XP 64-bit
  • Windows NT 4 SP 1
  • Windows Server 2008 x64
  • Windows NT 3
  • Windows Server 2008 x86
  • Windows XP
  • Windows Server 2008
  • Windows 2003
  • Windows Vista Itanium 64-bit
  • Windows XP Itanium 64-bit SP 1
  • Windows 2003 32-bit
  • Windows XP Itanium 64-bit SP 2
  • Windows XP SP 2
  • Windows 95
  • Windows 98
  • Windows Vista
  • Windows NT
  • Windows 2003 Itanium 64-bit SP 1
  • Windows XP Pro

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