DownloadDESCRIPTION
A simple to use manager for your investments in stocks, shares and funds. Unlike web based portfolios your data is kept confidential, stored on your own computer.
Features
- Update stock prices and key fundamentals
- Unlimited portfolios, unlimited holdings
- Windows 32 and 64, may run on Linux under WINE
- Free for private and commercial use
- Spreadsheet your data, capital gains, cash and tax reports
- Keep all of your data secure and private on your own computer
- Funded by donation. No nasties, subscriptions, fees or advertising
Project Samples
License
GNU General Public License version 3.0 (GPLv3), GNU Library or Lesser General Public License version 3.0 (LGPLv3), Creative Commons Attribution Non-Commercial License V2.0Follow Zoom Investment Portfolio Manager
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User Reviews
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ZIPM provides the basic functions for me (self-directed investor) to manage my investment portfolio. Likes: 1) easy to add / delete / edit multiple portfolios, transactions; 2) provides options for many selections (View, Currency ... Price Updates); 3) provides alternate "AlphaAdvantage" source for delayed stock data; 4) displaying stock chart for the selected stock position; 5) Shows virtual and realized gains; 6) Transaction data are saved in a local database, which can be backed up; Dislikes: the provided user documentation requires more detailed descriptions of each function and capability.
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This is the best investment portfolio manager on Sourceforge. (An unbiased opinion of the author!) I would be grateful if other users could provide a review. This would be helpful to potential users and give me feedback about any improvements that could be made. If you are having problems then please check the Wiki then post a Ticket if necessary and I will attempt to sort them for you.