FolioCalc

FolioCalc is an investment portfolio manager and performance tracker exclusively
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FolioCalc Ranking & Summary

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  • Rating:
  • License:
  • Shareware
  • Publisher Name:
  • RhodoSoft
  • Publisher web site:
  • Operating Systems:
  • Mac OS X
  • File Size:
  • 1.85MB

FolioCalc Tags


FolioCalc Description

Advertisement FolioCalc is a Business software developed by RhodoSoft. After our trial and test, the software is proved to be official, secure and free. Here is the official description for FolioCalc: Edit By FolioCalc is an investment portfolio MANAGER and performance tracker exclusively for Mac OS X. A concise list of features is shown below. For a more detailed explanation of each feature, see the features PaGE. FolioCalc Features *Real or virtual investment portfolio tracking *Three investment types: Stocks Interest bearing accounts (returns calculated from interest payments) Cash (treated as a single zero-return investment) *Three views of your portfolio: transactions, investments, and stocks *Three ways to enter transactions: Manually using input panels easily accessible from toolbar QIF import from Quicken or online banks and brokers that support QIF such as Scottrade and ShareBuilder CSV import from Ameritrade, E*TRADE, Fidelity, and Schwab *Automatically opens and closes investments based on transactions (using FIFO for stock investments) * Retrieves near real-time Stock Quotes (15-20 minute delayed) periodically from internet Stocks from most US and international exchanges are supported All dependent financial quantities automatically update with share price changes Data refresh interval is configurable from 10 sec or greater Ability to switch between two data sources if one is down, or turn off completely Can manually set stock prices (useful for unlisted or fictitious stocks) Share prices are automatically stored between runs * Stock splits are fully supported and Accounted for when automatically closing stock investments * Calculates the financial quantities needed when filling out Schedule-D at tax time * Over 20 financial quantities can be displayed including: Cost basis Capital gain Return, both normal (ROI) and annual (CAGR)


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