Portfolio Analyst

Developer: MTH, Inc.

Current Version: 2.0.15

Last Updated: 3 years ago

Download Size: 102.8 MB - Download


Portfolio Analyst is a high quality investment portfolio management software. Portfolio Analyst offers a powerful and flexible portfolio analytics , accounting, sophisticated charting and reporting, importing data from brokerages and custodians. Whether you are a casual investor or an experienced trader, Portfolio Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements.

Portfolio Analyst features include:

- Track stocks, funds, options, indices, etc

- Retrieve prices from the Internet

- Retrieve transactions from broker/fund

- Powerful graphing

- Extensive reports

- Capital gain calculations

- FIFO, AVG, or Specific Lot

- Technical analysis

- Multi-currency support

Portfolio Analyst users enjoy high level of privacy, data security and encryption. Data files are stored locally in a SQL compatible database. SQL shell is shipped with the software.


Release Notes:

Added OFX 2.0.3 Spec Support
Fixed "Transaction edit stalling" named issue
Cumulative Bug fixes


Most Helpful Reviews

Version 2.0.15
Review by Jortiz

Waste of Money - I had a strange feeling about this app before I bought it. But I did it anyway, and now I regret it. First of all, I went to the developer’s website to download a trial, but after downloading it the file was either corrupted or not compatibel with Mac OS 10.10.3. I sent them an email about this, but got no reply. I even signed up in their forum, but I could get any usefull information about this product. I decided to buy it anyway, because I needed a portfolio manager for Mac OS. The app is poortly implemented, it’s slow and unintuitive to use (I did read their poorly written manual online). The app did successully link to my account in ETrade, but not with Computershare (this option is not available). So, when I tried to enter a manual transaction for my Computershare portfolio a popup window appears but the amount fields are truncated by the right window border. I clicked on the window’s zoom button to expand and the fields were visible. I wanted to see if I could strech the windows borders, so I clicked on the window’s close button to try again, and… IT CRASHED! When I tried to open the file again it said that it was corrupted. After this I deleted this app and kissed good bye the hard-earned dollars I paid for it. Save your time and money. Don’t by this piece of junk.

Found helpful by 17 out of 17 people