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
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)Follow 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.