Zoom Investment Portfolio Manager 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.