Zoom Investment Portfolio Manager x64 v2.7.4 Portable
 January 15, 2025  508 views, 69 downloads,  0 comments |
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Zoom Investment Portfolio Manager v2.7.4
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Portfolio Manager for your listed Stocks and Shares Investments or trading positions.
Provides a database front-end to free Yahoo and Bloomberg financial information services.
Multi-currency support with market values recalculated back into your home currency.
Robust and scalable open source SQL database with unlimited numbers of Portfolios containing unlimited numbers of Positions.
Watch list
Simple or detailed cash accounting.
Reporting by spreadsheet export.
Open source and freeware. No subion, no data harvesting, no advertising, no nasties.
Licensed for personal and commercial use.
Funded solely by donation. Please donate to encourage continuing support and development if you find this software useful.
Features
Multinational and multicurrency
Robust data storage
Send reports to spreadsheet
Unlimited portfolios and transactions
32 bit version. Compatible with Windows 32 and 64
License
GNU General Public License version 3.0 (GPLv3), GNU Library or Lesser General Public License version 3.0 (LGPLv3), Creative Commons Attribution Non-Commercial License V2.0
This download is for the 64bit version. If you need the 32bit version, download here.
Version 2.7.4 uses Bloomberg instead of Yahoo to show the stock market index as the Yahoo page was causing the program to freeze.
2.7 brings two significant improvements:
1. A new method of updating prices and stock data which replaces the laborious cycling through web pages. The AlphaAdvantage price updating option is removed from the software however your API Key is remembered in your database should it be necessary to revert to this in the future. You are requested not to update prices too frequently in case the service becomes blocked. Once an hour should be sufficient for most purposes. You will not become richer by frequently updating your prices!
2. Foreign currency conversion is now handled for individual positions rather than per portfolio. As a result, you can have stocks denominated in multiple currencies within the same portfolio. If you have previously run separate portfolios for different currencies, you can now combine them. Right-click a position, select "properties" to change the portfolio. More details on Currencies is given in the ;;;
Wiki ;;;
https://sourceforge.net/p/zoomportfolioma/wiki/Currencies/
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