DESCRIPTION
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

Project Activity

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License

Creative Commons Attribution Non-Commercial License V2.0, GNU General Public License version 3.0 (GPLv3), GNU Library or Lesser General Public License version 3.0 (LGPLv3)

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User Ratings

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User Reviews

  • 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.
  • 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.
    1 user found this review helpful.
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Additional Project Details

Operating Systems

Windows

Languages

English

Intended Audience

Developers, End Users/Desktop, Financial and Insurance Industry

User Interface

Win32 (MS Windows)

Programming Language

Delphi/Kylix

Database Environment

SQL-based

Related Categories

Delphi/Kylix Investment Management Software, Delphi/Kylix Personal Finance Software

Registered

2013-05-23