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FolioCalc 1.1.2

  Date Added: January 25, 2010  |  Visits: 674

FolioCalc

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FolioCalc is an investment portfolio tracker and financial calculator for Mac OS X. Three investment types are currently supported: stock investments, interest bearing accounts, and cash. Transaction data can either be manually entered or imported from QIF or CSV files. FolioCalc decides when to automatically generate and close stock investments based on the transaction data using First In First Out (FIFO), the primary tax lot accounting strategy expected by the IRS. Any combination of over 20 useful financial quantities can be displayed for each investment including cost basis and capital gains (needed on tax forms), annual returns, pre and post-tax values, and many more. Many of these financial quantities will also be displayed for the totals of the investments in a special non-vertically-scrolling totals row always visible at the bottom of the investment table. FolioCalc can automatically receive 20-minute-delayed share price data from the internet at regular time intervals for all associated stocks (currently NYSE, NASDAQ, and AMEX only), with all financial quantities dependent on share price automatically updating at each refresh. The Investment list can also be filtered to display a subset of investments matching various criteria with the totals row reflecting just the subset.

Requirements: No special requirements
Platforms: Mac
Users rating: 0/10

License: Demo
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