StockWhip

Your portfolio management and performance analysis tool

Features

  • For each share held in a portfolio see number held, buy and current price, purchase and current values, day, week, month and gross % gain, purchase date
  • For each share sold see number and date bought and sold, gross cost and gross sale value, gross and net profit, brokerage, gross and net % gain, bought and sold dates.
  • For each portfolio see a record of dividends received, and cash reserve book with credits, debits and balance
  • For each portfolio, choose a comparison index to rate your performance against
  • For each portfolio see capital total, index value, % of capital spent on brokerage, % change in capital and index for previous 1, 3, 6, 9, 12 months, and for current financial and calendar year, and external cash flows. AND see all of this for every month in your records.
  • For each portfolio see percentage held in shares vs. cash reserve, and the percentage gain of your portfolio and the index for the current day and week.
  • See the same percentage gains data for the total of all your portfolios as for each portfolio.
  • Watchlists showing for each share price, % gain in last day, week, 1, 3, 6, 12 months, Financial year, Calendar year, linear regression and average true range analysis, risk analysis
  • Minimise to Task Tray icon which shows current daily percentage gain of capital versus index
  • Task Tray alerts for share price crossing upper or lower boundaries
  • Report generation for arbitrary periods for details of capital gain, income received and brokerage costs incurred as well as a performance summary.
  • Automatic detection and adjustment for share splits and reverse share splits
  • Constant share price updates from free internet 20 minute delayed data.
  • Import/export of portfolio data in XML format to share between home and office installs, and for backup/restore
  • Automatic updates with fixes and incremental features
  • No Database installation required