Use MoneyThumb's Portfolio Tracker Pro to improve your investment returns. Chart your returns against indices such as Dow Jones and the S&P 500. Quickly create easy to understand graphs of performance and profits and calculate your Return on Investment (ROI). Determine what is working, and what ought to be changed. Use the advanced rebalancing calculator to rebalance your investments against asset allocation targets. Step up to Portfolio Tracker Pro and you can create multiple portfolios, calculate yearly ROI and compare their performance.
Import from your Personal Finance Software
With Portfolio Tracker Pro, you can import all your investment accounts from Quicken or any other software that creates QIF files. You can also import OFX, QFX, or CSV files from a brokerage or other source. In just a few steps you can create a chart of performance over time and compare your accounts to indexes, other accounts or individual securities. You can also see your current account value compared to how much you have invested, or to your tax basis.
Seamlessly Span Multiple Accounts
Portfolio Tracker Pro automatically reads multiple accounts, and can group them into a single report. This is useful when switching brokerages or managing multiple retirement accounts. It can also manage that brokerage change as if it was a single account. You can also create multiple portfolios and compare them , i.e. your personal investment accounts vs. your 401K
Easy to Understand Charts Portfolio Tracker Pro immediately generates an account holding summary and asset allocation pie chart. . Choose specific accounts to view, filter by security and tell Portfolio Tracker which Quicken categories ought to be included.
Portfolio Tracker Pro calculates Rate Of Return with an accurate IRR calculator that includes all investments.
Free Trial Download: Full install for Microsoft and Windows Max OS X, Portable version for, Linux, and Unix.
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