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 Post subject: TakeStock
PostPosted: Tue Mar 09, 2010 7:57 pm 
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Posts: 194
TakeStock is a share trading portfolio manager

http://www.ravib.com/takestock/

It's a self-extracting zip download, portable by design. I have also checked myself and did not find any registry entries or files outside of its application directory.

It's the best I have found, but hasn't been updated in a while. It has a few problems:

- No third decimal place for stock prices
- I believe the CAGR is calculated incorrectly for stocks held for a short time
- The "price chg" column does not appear to be able to display negative values
- On my home machine, WinXP SP2, some columns have the 1000's truncated and the decimals are cut off, works fine on my work machine though, WinXP SP3
- Support is very slow, I posted the last bug four months ago and have had no response


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 Post subject: Re: TakeStock
PostPosted: Tue Mar 09, 2010 8:33 pm 
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Posts: 4139
Quote:
- All data is maintained in the files TakeStock.db and TakeStock.ini, located in C:\TakeStock.
- Backup copies of TakeStock.db are stored in C:\TakeStock\backup.


Forget about the above... files created in the application folder.

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 Post subject: Re: TakeStock
PostPosted: Tue Mar 09, 2010 8:51 pm 
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What do you mean? Are you suggesting this should not be included?

The files are only stored in C:\TakeStock if that is where it is run from. It is portable.


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 Post subject: Re: TakeStock
PostPosted: Tue Mar 09, 2010 10:11 pm 
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TESTED: Portable

Quote:
What do you mean? Are you suggesting this should not be included?

No, it simply means that forget about saying "writes data to C:\TakeStock" but instead use "Application folderW when adding to the database.
I thought at first he meant forget about adding because it writes to the %APPDATA% folder, but then I understood.

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Last edited by guinness on Wed Jul 21, 2010 10:56 pm, edited 1 time in total.

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 Post subject: Re: TakeStock
PostPosted: Tue Mar 09, 2010 10:35 pm 
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Joined: Tue Mar 09, 2010 7:36 pm
Posts: 194
Ahhh, yes. I understand now.


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 Post subject: Re: TakeStock
PostPosted: Wed Mar 10, 2010 12:05 am 
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Yup, guinness is correct... I first read the notes on http://www.ravib.com/takestock/download.htm but then downloaded the program and tested for portability. Sorry for the confusion.

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 Post subject: TakeStock added to DB
PostPosted: Wed Jul 21, 2010 8:45 pm 
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TakeStock, is a powerful, easy-to-use, and completely FREE investment portfolio manager for Windows!

You can use TakeStock to track US and international stocks and mutual funds, get real-time (when possible) quotes and historical prices, view and compare stock charts, obtain company information, and read business news. TakeStock is a secure and free alternative to fee-based portfolio management services and commercial desktop products.

http://www.portablefreeware.com/index.php?id=1909


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 Post subject: Re: TakeStock added to DB
PostPosted: Wed Jul 21, 2010 8:53 pm 
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You should change the suggested by field... viewtopic.php?p=3360#p3360

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 Post subject: Re: TakeStock added to DB
PostPosted: Wed Jul 21, 2010 10:29 pm 
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Tested: Portable - Voted!

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 Post subject: TakeStock 2
PostPosted: Sun Apr 06, 2014 11:45 am 
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Joined: Wed Jun 13, 2007 8:28 pm
Posts: 12
TakeStock 2, is a brand new, from-the-ground-up rewrite of TakeStock
(TakeStock original is located here http://www.portablefreeware.com/index.php?id=1909 )

TakeStock 2 includes several new features:

Support for quantities and prices to 6 decimal places
Support for international mutual funds
Enhanced charting
Portfolio organization
Portfolio-specific views
Portfolio transaction history
Tracking dividend payments and stock splits
Runs as a portable application

Full feature list: http://ravib.com/takestock/2/features.htm

Homepage: http://ravib.com/takestock/2/index.htm

Download: http://ravib.com/takestock/2/download.htm

System requirements:
TakeStock 2 runs on Windows 8 Pro, Windows 7, Windows Vista and Windows XP SP3.
If you're running Windows XP, use this free utility to verify Microsoft .NET
Framework 3.5 SP1 (required by TakeStock 2) is installed on your computer.


SS:
Image

Please note...
I did not test for true portability/Stealth/etc....
Though software is listed as "alpha" I have been using for several weeks with no issues.


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