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TradeTrakker 2.51

Financial portfolio management application. It helps you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your investments are performing.

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Version:	2.51	Publisher:	rosecitysoftware.com
File Size:	1,293 KB	System:	Windows 95/98/ME/NT/2000/XP
License:	Free to try ($34.95)	Limitations:	30 days
Date Added:	04-14-2006	Requirements:	Pentium II 400 MHz based personal computer

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click for User Guide & FAQ

Software Description:
TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your investments are performing.

TradeTrakker can monitor multiple portfolios and watch lists with up to forty different parameters, including buy & sell, gains & losses, stock splits & dividends and total portfolio value. Stocks and mutual funds can be arranged into specific groups within a portfolio and sorted on any parameter. All stock positions as well as up to 100 key market indices can be automatically updated, on any schedule from once a day to once per minute. Stocks can now be tracked from most major world stock exchanges. An optional ticker display can be configured with any stocks or indices as desired.

TradeTrakker includes a wizard option to simplify data input. Set alerts based on stock price or volume that can be announced with Microsoft Agent text-to-speech capabilities! Look up stock symbols and retrieve quotes for your favorite stocks in real time. Track your portfolio's cash reserve account too! Optional indicators for capital gains tracking. Customizable links to stock news, charts and your personal online trading account directly from TradeTrakker's main window. Exclusive "Portfolio Snapshots" saves stock database in read-only format for record keeping purposes, or export all data to Microsoft Excel.

Key Features:

Monitors stock or mutual fund positions in multiple portfolios.
Autoupdates all data at user-specified intervals almost instantly, as frequently as every minute, with 20 minute delayed quotes from the Internet.
Supports major European and Asian stock exchanges.
Real time quotes also available on any publicly traded stock.
All reported data continuously auto-computed with user input on stock purchase price, date and number of shares.
Optional customizable stock ticker.
Full support for long and short trading.
Portfolios and stock/fund positions may be edited at any time.
Wizard option included to simplify data input.
Resizable columns (50 in total) include current price info, cost basis, current gain/loss, total gain/loss, sale data for liquidated stocks, and more.
Performance Summary shows day's gain/loss ($ and %) and total portfolio gain/loss ($ and %).
Cash reserve accounts for any portfolio are updated automatically with sales and purchases.
Major market indices updated at one minute intervals.
User input data options includes stock sale information, broker commissions, splits, dividends and more.
Transaction history feature: logging of transactions helps fill tax forms correctly.
Can export all data into Microsoft Excel.
Can print summaries and detailed reports.
Move or copy any stock or fund position between portfolios.
Flexible alerts to warn when a certain stock price or volume reaches a user-specified low or high.
Create multiple portfolios and different groups within each portfolio, if desired, based on any user-specified parameters (stock sector, stock/fund, brokerage account, IRA, etc).
Optional text-to-speech and animation effects for alert reporting.
Integration with NotePager software enables TradeTrakker to send a message to your pager or digital phone whenever a programmable TradeTrakker alert is triggered.
Save stock portfolio database to multiple locations such as on a LAN or laptop computer.
Fully customizable Web Links for symbol lookup, charts, news, SEC filings, and more, plus configurable link to user's online trading page.
Capital gains tax determination tells the user how many days left till a stock turns long-term.
Exclusive "Portfolio Snapshots" saves stock database in read-only format for record keeping purposes.
Automatic file backup facility.
Intuitive, user-friendly interface with detailed onboard help file.
Clean automatic install and uninstall facility.
May be used through a proxy server on in a corporate environment behind a firewall.
Written in Delphi programming language which modifies no system files.

Editor's Review:
Whether you are a new or experienced trader, TradeTrakker is a convenient tool that helps you monitor and analyze your stock and mutual fund positions. Add your stocks or funds you have purchased to a portfolio, you can watch the buy & sell, gains & losses, stock splits & dividends and total portfolio value in a real-time in the program. It is simple yet full of information, so try it to track your stocks or mutual funds.

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