Complete Stock Portfolio Management Using Free Software

Evaluate intrinsic price and its volatility over recent years, compare candidates for lower volatility, diversify by non-correlated holdings, and combine fundamental and technical analysis with quick simulations to guide purchases.

Explore a dynamic heatmap that visualizes cash dividends per share, stock dividends per share, or combined totals, with radio buttons to switch views across stocks and years.

Configure initial parameters by selecting country in the store tab and currency in expenses, then enable automatic backup, display notes, and live data on the portfolio tab, plus investor quotes.

Register each company by entering its name and symbol, assign or create a financial market, select country, asset type, industry or custom sector, note dividends and nominal value, then save.

Visualize and model the factors driving bank profitability with a cost effect diagram. Explore how economic slowdown, inflation, regulation, fintech disruption, and risk management impact profitability.

Model the factors influencing bank profitability across industrial sectors using direct and inverse relationship panels. Track quantitative indicators year by year and chart them with intrinsic price and other indicators.

Record a stock sale by selecting company, using sale tab, choosing the investor and dividends year, prioritizing oldest stocks first, set price and commission, then save to update balance.

Import daily market prices from Excel using a vlookup workflow that maps company IDs to stocks in four columns, ensuring correct formats for technical and fundamental analysis.

Group and analyze investor performance by purchases, dividends, sales, and holdings. Expand by year to view dividends as new shares and cash across each original stock purchase.

Understand how compound annual growth rate measures the average annual return per purchase by tracking buys, dividends, and sale origins to compare decisions and refine your investment strategy.

Verify market prices from the background service in the market prices window, confirm Alpha Vantage ticker availability and frame 16 months, and monitor red, green, or yellow trends.

Verify the rest api connection in the synchronization folder, then download stock market prices into the portfolio of stocks and synchronize mobile app records back to the computer.

Discover a mobile stock portfolio app that lists assets with current prices and green or red three-month trends, and enables pan and zoom on charts for price history.

Record price data via a background service or the Value Manager mobile app, or directly in the desktop application, and monitor performance to analyze investments and respond to market changes.

Use the bottom slide-out menu to back up the SQLite database, creating a download you can share for support or future updates. View the contents with DB Browser for SQLite.

Record company and CEO details, assign images by dragging to a rectangle or via the assign image button, and repeat for investors for mobile app and reports.

Apply Porter's five forces to each industrial sector to assess its expectations. Assign a sector score and propagate it to all companies in that sector to guide portfolio decisions.

Perform fundamental analysis by entering yearly equity, cash, and operating expenses in the dividends window, then use the color-coded debt-to-capital score (red to green) to assess company performance.

Update and score intrinsic price and intrinsic value trend using the last three years' average, in the dividend window, and graph the results for stock evaluation.

Set and customize thresholds to classify stocks as overvalued or undervalued using intrinsic price and nominal value, with a default 10%, and monitor debt, bubble indicators, and dividend risk.

Evaluate your stock portfolio using ten conditions with weights determined by pairwise analysis, then score and color-code stocks to identify top quality opportunities and undervalued prices.

Use pairwise analysis to color stocks brown for bad and green for very good, and update the companies panel when you exclude conditions to simulate score changes.

Compute intrinsic value by averaging dividends across five to one year, color-code rankings in the main panel, and save each analysis for quick multi-year comparison.

Compare your average daily expenses with your average daily cash dividends to track progress toward financial independence using the expense management module and portfolio management module.

Explore compound interest through practical simulations, comparing reinvested versus withdrawn gains, historical portfolio performance, and the impact of regular contributions that boost returns over ten years.

The program displays a logo from the logo folder; renaming your image to logo in jpg or png replaces it, or an animation from the animations folder appears if missing.