Mac users interested in Portfolio program generally download:
Check out a set of tools for portfolio management on a Mac. Establish a connection between your machine and an iPad or iPhone to organize, edit, view, and otherwise process portfolio information, financial reports, transaction logs, and similar materials.
The Desktop Client lets you catalog and access assets from the familiar environment of an application created specifically for Mac OS X or Windows.
Depending on your Access Level for a catalog, here are the most common tasks you will perform in the Portfolio Desktop Client:
- Cataloging files
- Editing file information: Add keywords and metadata to cataloged items.
Portfolio Analyst offers a powerful and flexible portfolio analytics, accounting, sophisticated charting and reporting, importing data from brokerages and custodians.
Whether you are a casual investor or an experienced trader, Portfolio Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements.
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Showing results for "portfolio" as the word program is considered too common
Monitoring and tracking the performance of a portfolio of financial assets.
time. The Portfolio Performance Monitoring...returns. The Portfolio Performance Monitoring
What makes Money different and why you need it?
invoices, and portfolio...card, investment portfolio
Easy-to-use investment tracking tool that helps you keep an eye on your investments and the stock market....
investments with portfolios...such as portfolio charts
Manage financial investments.
stream portfolios. The portfolio optimization...cross platform portfolio optimization
Options Czar is a free tool that calculates and helps design stock portfolio.
design stock portfolio strategies using...their current portfolio
Stock manager for tracking and managing your investments.
Stock Portfolio Manager helps...your stock portfolio
Helps you keep track of your portfolio of investments.
with your portfolio. The interactive...of your portfolio
Organize, sort and preview your digital asset library.
short, the Portfolio...existing infrastructure. Portfolio
Makes it easy to stay up to date on the stocks, ETFs, and investments.
Portfolio Bar makes...the day. Portfolio
Provides you with useful information regarding the current stock statistics.
whole portfolios. Create multiple portfolios
Manage your crypto and DeFi portfolio from one place.
and DeFi portfolio...and cryptocurrency portfolio, news ...your CoinStats portfolio
Stock-market analysis and portfolio-management software solution for the individual investor, built exclusively for OS X....
analysis and portfolio-management...multiple currencies portfolios
DiscLabel helps you create and manage CD/DVD covers.
got a presentation, portfolio, annual report
Manages and tracks your stock portfolio using real-time quotes.
your stock portfolio...your investment portfolio. The program
Stock market charting, technical analysis, portfolio tracking.
and automated portfolio pricing
