Computerized Investing > September 10, 2011

Personal Portfolio Manager 7

by CI Staff

Personal Portfolio Manager 7 was first added to AAII’s Download Library in December of 2006. The program provides investment management capabilities for retirement planning, college planning and brokerage accounts and allows you to create what-if scenarios. Personal Portfolio Manager can handle stock, bond and mutual fund transactions and can automatically compute capital gains and losses.

You are able to create 999 different portfolios for separate investment accounts. Reports can be customized with different date ranges can include any combination of portfolios. Simple technical analysis capabilities are also provided, with indicators such as moving averages, relative strength and RSI included in the program. In addition, Personal Portfolio Manager 7 offers built-in capabilities for downloading current and historical stock quotes.

Print this article

Share this article


About the author

CI Staff .
CI Staff Profile
All Articles by CI Staff

Personal Portfolio Manager 7

http://www.aaii.com/download-library/download?DL_ID=663

System Requirements: Windows Operating System

Welcome to the American Association of Individual Investors.

AAII is a nonprofit association dedicated to investment education. For full access to our award-winning content, classrooms, model portfolios and stock screens, please take a moment to join AAII today for only $29 -- a 40% savings off our regular rate.
Join AAII Today!

Price: $69; free 30-day trial

 


Discussion

No comments have been added yet. Add your thoughts to the discussion!

You need to log in as a registered AAII user before commenting.
Create an account

Log In