This MacNews Category Review looks at part two of our round-up of stock analysis software for Mac OS X. Products covered include Bee Portfolio Systems, PowerEasy Financials, Pro Analyst, Stock Analysis, Stock WatchTower, StockXloader and Trade Strategist. Part one can be found at http://www.macnews.com/content/macsimum-migration-kit-stock-analysis-sof... .
Portfolio Analysis Review
Portfolio Analysis Review is a companion to Churr Software's Stock Investment Guide. As your portfolio grows, the influence newly purchased stocks have a smaller impact on your success as an investor when compared to the overall portfolio.
Portfolio Systems makes Portfolio Gains, Option Money and Portfolio Director. Portfolio Gains is designed for importing your trade information and producing your end of year gain/loss information. This is bare-bones software program for tracking your investments (including options) and producing tax reports.
Option Money by Portfolio Systems offers a portfolio management and tracking system for stocks, options and mutual funds. Option Money allows investors to manage their portfolio positions, create stock and option strategies, analyze portfolio risk, determine short and long term capital Gain/Loss and compile numerous reports, including a year-end schedule-D IRS tax report.
With Portfolio Director you'll receive all the benefits of Portfolio Gains and Option Money plus an interface for managing multiple accounts. Included are performance measurement, benchmark comparison, historical returns and more. Porfolio Director is targeted to investment advisors and professional money managers.
PowerEasy Financials "gives companies the power to run their growing business and maximize their profitability." It's a financial solution that provides reporting capabilities.
Pro Analyst provides intraday charts that update as the market moves, regardless of time frame, allowing you to react as conditions change. It sports over 30 technical studies, custom layouts, news, personal ticker tape and more. It's designed by traders for traders. Pro Analyst lets you track your choice of symbols, stocks, futures and options, trade by trade, minute by minute.
Stock Analysis offers a fundamental analysis of publicly traded companies. It sports a graphical display of data. You can view up to 10 years of sales, EPS, price, return, retention ratio, ROE, sustainable growth, equity, asset and revenue eficiencies.
Stock Watchtower lets you download information from Investors Business Daily and other Web sites to support the CAN SLIM investment strategy for growth stocks. Charts, fundamental, and technical information from a variety of sources are displayed together for stock analysis. The goal is to reduce the time required to find high quality stocks that are breaking out of solid bases. IBD users can automatically track stocks with EPS and RS ratings greater than 80 and track the IBD Industry Groups. You can archive articles from New America and Daily Stock Analysis for future reference.
StockXloader is an application for fully automated downloading of stock market quotes and indexes to the technical analysis program ProTA or ProTA Gold from BeeSoft. It collects quotes from the archives at Yahoo Finance for almost any stock exchange in the world.
Trade Strategist is a technical analysis package with facilities for charting and trading strategy design. By combining the 90 built-in financial indicators into rules for buying and selling stock, Trade Strategist users can build mechanical trading strategies. These strategies can be used in simulations (:backtesting"), to see how well they would have performed in the past.