Highlights
- Advanced charting with 35+ technical
indicators
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- Built-in historical EOD stock quote
downloader
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- Trade log with open and closed statistics
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- Portfolio risk characteristics with
equity curve
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- Partial position matching of short and
long trades
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- Performance comparisons to benchmark
indices
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- Gains and Losses report generation for
use with Schedule D end-of-year tax reporting
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- Trade Sync which allows you to visually
see open trade information with an arrow on the chart
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- Modern portfolio theory statistics
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- Built-in browser to track fundamentals
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- Amibroker Plugin to perform Monte
Carlo simulations on backtested strategy results
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Features
PortfolioTK offers a
suite of powerful features all contained in one easy-to-use application.
Research
- Trade - Analyze : PortfolioTK covers your investing
every step of the way
Research
- PortfolioTK
features advanced charting with a comprehensive list of technical
indicators. You can set up multiple portfolio's of symbols to do
analytical and fundamental research on. To make it easy, all it takes
is one button click to update all of your symbol's quotes; daily or
historical. Fundamental research can be easily accomplished with
PortfolioTK's built-in browser that automatically navigates to
MarketWatch, Inc. and there company info of your currently selected
symbol.
Trade-
Finished analyzing a stock and found the one you are looking for?
After placing the trade with your broker, entering details about the
trade in PortfolioTK will allow you to see a further tier of
information
about your investing. Track open and closed trade statistics, see
current net liquidation value, and export trades; all without having to
logon and connect to your broker. Then when the end of the
year
comes along, PortfolioTK automatically generates a Gains and Losses
report for use with tax reporting on your Schedule D. PortfolioTK
supports both FIFO and LIFO cost basis' for calculating profit / loss.
Analyze - PortfolioTK
automatically calculates vital statistics about your overall portfolio
performance. This can be advantageous for personal use, or to be used
in end-of-month reporting. Export charts to display your performance to
clients, or upload them to the web to show others. PortfolioTK includes
many built-in statistics that are automatically calculated when you
enter your month ending account balance. It also calculates more
advanced statistics like Modern Portfolio Theory. View a chart of
your equity curve and monthly % returns to see how consistent your
trading has been. Then compare those results using PortfolioTK's graph
overlay to see how your performance stacked up against the major
S&P benchmark indices. Further, charts that demonstrate your
portfolio's risk characteristics are graphed.
We invite you to download a
trial of PortfolioTK.
If you would like to
download PortfolioTK's included manual to read first, it can be downloaded
from here.
Screenshots
(click to enlarge)
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