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Productivity - Financial Tools (10)

Stock.Div v3.1.2 New

webfork on 4 Dec 2016
  • 7MB (uncompressed)
  • Released on 30 Nov 2016
  • Suggested by aiClipboard

Stock.Div is an investment management application targeted to Dividend Growth Investment, but with a variety of other functionality. The program makes it easier to view income from dividends in a rich dashboard visualization as well as relevant portfolio data divided into sections.

Category:
System Requirements: WinXP / Vista / Win7 / Win8 / Win10
Writes settings to: Application folder
Unicode support: Yes
License: Freeware
How to extract: Download StockDiv.exe to a folder of your choice and launch.
What's new?
  • A new cleaner skin
  • A completely redesigned dashboard including:
  • Activity of the last 60 days including ex/pay day, purchases and cash updates
  • Dividends decrease/not announced warnings of your portfolio stocks
  • Dividends for this year, til end of year, next 365 days, next year
  • Calculation can be done with or without taxes
  • A new transaction window for easier transactions adding/editing
  • Organized actions menus for portfolio and screeners
  • Stock's window now shows income and total return
  • Time to freedom income calculation will use dividends for the next 12 months instead of this year
  • An easier way to find stocks in My Assets and screeners
  • Built in excel spreadsheet
  • Re-check warnings button to re-download dividend history to make sure it's not false positive
  • New Income column in my assets that shows the income from dividends so far
  • Redesign the tools and settings window
  • Backup portfolio/purchase history interval is per portfolio
  • If defined, an automatic backup of the data folder to a DropBox (or similar) folder
  • When can I purchase calculator, based on your re-investment amount -> tools and settings
  • Change symbol directly from the stock's window
  • Update the sector of selected stocks in portfolio
  • A new wizard for creating a new portfolio
  • When creating a new portfolio, the user can directly import his current portfolio
  • Dashboard will also show dividend increases in the past year
  • When viewing sectors diversification, drill down (to stocks)/up is now available
  • Added support for split
  • When adding a new stock, the dashboard is updated automatically to include the new stock
  • If no dividends warnings, an appropriate label will be shown
  • Tools&Settings -> Option to change the date format between dd/mm/yyyy and mm/dd/yyyy
  • Several changes to the dashboard to make it more intuitive
  • Bugs fixes and improvements

GnuCash Portable v2.6.14 Updated

Checker on 14 Oct 2016
  • 227MB (uncompressed)
  • Released on 14 Oct 2016
  • Suggested by Arithmomaniac

GnuCash is accounting software that implements a double-entry bookkeeping system. It allows you to track bank accounts, stocks, income, and expenses. Features include bank/liability/expense accounts, stock/bond/mutual fund accounts, small-business accounting (customers, vendors, jobs, invoices, accounts payable/receivable), import from QIF/OFX/HBCI formats, transaction matching, scheduled transactions, etc.

GnuCash Portable is a portable version of the official program.

Category:
System Requirements: WinXP / Vista / Win7 / Win8 / Win10
Writes settings to: Application folder
Dependencies: Administrative rights (if online banking features are used)
Stealth: ? No. Online banking features may leave non-personal information in the registry if a local version of GnuCash is also installed
Unicode support: Yes
Path portability: Automatic compensation for dynamic drive letter in removable storage devices
License: GPL
How to extract: Download the self-extracting EXE and extract to a folder of your choice. Launch GnuCashPortable.exe.
What's new?
Latest comments
Arunas on 2009-01-09 23:46

Where I can find any exsamples file to download with created any accounts. It will help me comprehend this financial program.I'm looking for multilanguage packet inkluding Lithuanian

Carlos on 2009-03-04 09:29

I have an example... I've been working with GnuCash since a couple of months; before that I used to keep my personal accounting using Excel, but after two years I found some drawbacks. If you want the example just write me. caenleve@yahoo.com

Pablo on 2011-04-05 13:26

Gnucash is a full ledger system, and has features geared towards small businesses.

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Money Manager Ex v1.2.7

billon on 16 Apr 2016
  • 16MB (uncompressed)
  • Released on 14 Apr 2016
  • Suggested by nunoleite

Money Manager Ex is a personal finance software that helps you to organize your finances and keeps track of where, when and how the money goes. It is also a great tool to get a bird's eye view of your financial worth.

Alternatively, Money Manager Ex Portable is stealth, portablizes the recently used files list, and allows the last used file to automatically open.

Category:
System Requirements: WinXP / Vista / Win7 / Win8 / Win10
Writes settings to: Application folder
Stealth: ? No. Writes MRU directories as well as file type association etc. to the registry.
Unicode support: Yes
License: GPL
How to extract: Download the "portable" ZIP package and extract to a folder of your choice. Launch mmex.exe (located in bin folder).
What's new? Fixes:
  • Italian and Russian translations updated.
  • Help files updated.
  • Validate math expressions.
  • Transactions color tag is lost in some specific case.
  • Minor fixes.
Latest comments
LucW on 2011-12-15 09:20

I like this program a lot. Unfortunately it has stopped working on my W7 32bit computer. This has happened befor but then I could get it to work again by running it under XP SP3 compatibility mode, but now nothing helps to get it to work again. This is precisely the kind of software ons does NOT want to stop working. All my data are in the database and I cannot reach it anymore.

Emka on 2012-01-25 15:53

One could add that there is a version by PortableApps that AFAIK handles the registry entries.

DarkShadow on 2016-02-15 17:39

v1.2.5 released !

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RQ Money v2.4.0

Checker on 17 Jan 2015
  • 9MB (uncompressed)
  • Released on 31 Dec 2014
  • Suggested by AlephX

RQ Money helps you to manage credits and debts in the household, providing a quick view of the balance (by time, by category or by person). It allows budget management, multiple currencies, reports, data exporting, searching and graphs. The data (which can be password-protected) is stored into an SQLite database.

Notes:

  1. If you use this program in a version older than 1.3 and want to upgrade to version 2.x, first of all upgrade to version 1.3 (is better prepared for the transition to version 2.x).
  2. Starting from version 2.0, the program has one limitation: if the user exceeds 2000 transactions (credits, debits or transfers), the automatic backup of the database is disabled. A donation to the author will restore this function.

Category:
System Requirements: WinXP / Vista / Win7 / Win8
Writes settings to: Application folder
Stealth: ? Yes
Unicode support: Yes
Path portability: Requires manual entry of relative path (eg. ..\..\personal\work.doc)
License: Freeware
How to extract: Download the ZIP package and extract to a folder of your choice. Launch rqMoney.exe.
What's new? Program:
  • Minor bugs corrections and little improvements.
  • Full UTF8 support.
  • Encoding entire database on close (not to readable in common SQLite editors).
Main window:
  • Correction of the multiple payee filter.
  • Transactions history (date and time of new created and last modified transactions).
Calendar:
  • Possiblity to set the first day in the week (Sunday or Monday).
Add / Edit transactions window:
  • Possibility to change transaction (credit or debit) to the multiple transaction.
Notes list:
  • Possibility to edit the name of the notes in the list of the Notes.
Latest comments
rogerthedodger on 2013-02-21 03:03

Ok im sorry, but how can software that is classed as freeware be such when certain functions cease until money is paid (called a donation) to enable its original functionality? Its either freeware or not.

SYSTEM on 2013-02-21 06:28

@rogerthedodger: I changed the license type to donationware. Is it better now?

I am Baas on 2013-02-22 12:12

@SYSTEM
License says it's free to use/distribute... reverting to License=Freeware. There was already a note about the limitation in the description above.

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Piggy Banks v1.0.4

Checker on 24 May 2015
  • 746KB (uncompressed)
  • Released on 21 Mar 2010
  • Suggested by Checker

Piggy Banks makes it easy for you to keep track of 'fund' accounts where a little money is put away each day. The application offers export to CSV format.

Category:
System Requirements: WinXP / Vista / Win7
Writes settings to: Application folder
Stealth: ? Yes
License: Freeware
How to extract: Download the ZIP package and extract to a folder of your choice. Launch PiggyBanks.exe.
What's new?
  • Moved the help contents to a text file.
  • Fixed typo in this very file.