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Computerized Investing > December 21, 2013

Visual Money Manager

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by CI Staff

Visual Money Manager is a comprehensive portfolio management tool created to help investors track their assets. This program can manage different currencies and portfolios, as well as create a wide variety of reports. The software shows you the weight of each stock in your portfolio and helps you analyze whether your transactions were executed at the right time. Transactions can be imported via CSV file. If you use MetaStock, you can also run a MetaStock plug-in through Visual Money Manager.

After you have installed the program, you can begin setting it up. You will see four different tabs: securities, portfolios, x-rates and transactions. If you click on the portfolio tab, you can begin to construct your portfolios. By double-clicking on the name of a portfolio, you can add securities to it. The current price is imported from Yahoo! Finance.

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