Portable Stock.Div 4.6.5

Efficient investment management requires a lot of experience and the right set of tools to assist you in doing the math so you can take the best decisions based on accurate calculations and predictions. Traders use applications that are rather complex, perhaps too complex for a beginner. That is where Stock.Div comes in.

Provide commission plan details for accurate revenue predictions

Designed as a simple stock investment manager, Stock.Div enables you, as an investor, to manage your portfolio and your income with ease by keeping track of transactions and assumed positions.
Upon start, you are prompted to enter the name of your portfolio and details regarding the commission plan you are using and the taxes that apply to transactions. The information you provide at this point can help the application calculate your expenses and predict your revenue more accurately. You can either import a portfolio or create an empty one.

Add new transactions but not before analyzing stocks and potential revenue

The dashboard comprises information at a glance about your portfolio and the current trading time. Adding a new symbol to the portfolio is easy, as you just have to know the symbol (no suggestions are provided). However, you should take the time to analyze the stock you want to purchase, as there are several indicators to consider, such as the dividend frequency, the rating, the sector evolution, taxes that apply, revenue projections, and so on.

Check out recent investment decisions

A summary of your recent transactions is also available within the main window. For a more detailed overview on cash updates, dividends and transactions, you can generate complete reports.
The dashboard also displays a graph that shows recent investments and their current market value, as well as a projection of the dividends based on a user-defined average increase. Additionally, you can determine the portfolio worth based on a specific growth rate.
Also, Stock.Div analyzes portfolio balance and yields, helping you predict when a specific sum of money will be available to you.

A stock portfolio manager for the beginner investor

Gathering data from some of the most popular financial websites (such as Google Finance or Yahoo Finance), Stock.Div can be of great help if you need a tool to keep track of your transactions.
While it might not be enough for the expert trader, Stock.Div has the potential of becoming a reliable assistant for a beginner just starting to make transactions on the stock market.

Features

Dashboard:
High level view of your portfolio including projected income, ROI and your invested money

Portfolio Import:
Quickly import your current portfolio or a list of your favorite symbols and enjoy StockDiv's benefits

Dave Fish DGI List:
Automatic processing of Dave Fish's list of DGI stocks that increased their dividends for at last 5 consecutive years

Much faster than Excel:
Processing a lot of stocks in an Excel sheet can be tiring. StockDiv uses a parallel mechanism that runs in the background to make things MUCH faster

Cash:
Manage your cash with multiple currencies: USD, GBP, EUR, ILS, CHF and JPY including relevant exchange rates

Commissions:
Automatic commissions calculation so you will know exactly how much you spent

Trading Hours:
The trading hours clock will always remind you when the trading hours will begin/end

Alternative Yield:
Each stock will tell you what is the alternative yield worth selling it for

Sectors and Stocks Diversification:
Sectors and stocks diversification graphs so you will easily know if your portfolio is not diversed enough

Portfolio balancing:
Balance your portfolio easily based on stock, dividend yield and tagging

Dividends History:
Dividends history including all the known dividends of your stocks including increase percentage

Dividends Projection:
Dividends graph per stock and per portfolio including the income you received, the income you will receive and the projected income for the next 10 years

Yearly Payment Matrix and month zoom-in:
Yearly payment matrix is for you to know exactly when and from whom you got/get paid. Month zoom-in will let you know the exact dates of your next dividends

Tools & Settings:
Including: update for dividends history, last price & currency exchange rates, portfolio importer/exported, quick calculator, backup management, time to freedom calculator, portfolio balancing and MUCH more

Portfolios/Screeners:
Screeners & portfolios that include the relevant information so you can easily make important decisions on what to buy/sell. Multiple portfolios is supported

Filters Manager:
A flexible filter manager so you can make any kind of filter you want to pinpoint your desired stock

Conditional Formatting:
A flexible conditional formatting so you can easily find what's important to you and easily compare and analye your stocks

Stock Information:
The stock information window includes transactions, dividend history, income and much more

Financial Sites:
Quick access to important financial sites like Google, Yahoo, Gurufocus and more

Dividends Announcements:
Dividends announcements are automatically added so you will know when your income is scheduled to grow