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Productivity - Financial Tools (10)

Stock.Div v4.4.7 Updated

aiClipboard on 11 Aug 2017
  • 7MB (uncompressed)
  • Released on 11 Aug 2017
  • Suggested by aiClipboard

Stock.Div is an investment management application targeted primarily to Dividend Growth Investment, but with a variety of related functionality. The program makes it easier to view income from dividends in a rich dashboard visualization, as well as separate relevant portfolio data 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? * Dividend increase between a year back and 2 years back per stock
* Notes are stored also when a stock is removed from the portfolio
4.2.0
* Copy/Move stocks between portfolios
* Delete several stocks in one click from the portfolio
* Support automatic conversion of price in GBX to USD (London)
* Show income and T/R also to a fully sold stock in the stock's window
* Currency selectors per portfolio
* Option to show financial sites in your browser instead of the built in one
* Added currency selector to My Assets
4.3.0
* Keep size/position of window for next startup
* Option to show/hide tabs of the portfolio
* Split now supports x/y
* Option to delete several symbols in one click from the screener
* Update sector of several symbols in one click from the screener
* Update notes of several symbols in one click from the screener
* Added 52w high/low to the screener
* Added SSL support
* Total dividends for selected year (Tools and settings)
* Message center that will show when there is an important messages to the users (from me)
* Right click "All Portfolios" to select the included portfolios
4.3.6
* Added support for CAD currency and exchange rate
* Added support for Canadian, French, London, Vienna, Frankfurt stocks and their dividends
* Stock's window years growth drop down will be remembered
* Added Fish's list last imported date
* In my assets, the symbol and asset name columns are now fixed to the left
4.3.8
* A small redesign of the overview page
* A better exchange rate calculation of future dividends
4.4.0
* Fixed all currency exchange rate issues
4.4.4
* Added support for Amsterdam stocks
* Support for stock market holidays in trading hours clock
4.4.5
* Added support for Brussels stocks exchange
* Added support for Madrid stocks exchange
* Next dividend date is now ex day and no pay day
* Added an option to manually mark a dividend as special (use it carefully)
* Better detection of ETFs
* Better support for ETF's dividend history
4.4.6
* Pay day was added to my assets and screener
* Added option to clear tag in multiple tag update (my assets)
4.4.7
* Option to retry when failing to get symbol information when adding a new stock
* Bugs fixes and improvements
Latest comments
Midas on 2017-02-01 12:07

Please, somebody update the database entry icon, it looks unsightly pixelated as it is... :(

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Money Manager Ex v1.3.3 Updated

billon on 14 Jul 2017
  • 16MB (uncompressed)
  • Released on 4 Mar 2017
  • 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? See:
https://github.com/moneymanagerex/moneymanagerex/releases
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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GnuCash Portable v2.6.17 Updated

billon on 8 Jul 2017
  • 227MB (uncompressed)
  • Released on 7 Jul 2017
  • 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? See:
http://gnucash.org/index.phtml
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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TakeStock v2.0 r48 Updated

billon on 3 Jul 2017
  • 9MB (uncompressed)
  • Released on 27 Jun 2017
  • Suggested by indyram

TakeStock, is an investment portfolio manager to track US and international stocks, ETFs, and mutual funds. The program can track dividends, capital gain distributions, margin equity and cash flow. You can view a security’s price chart, find historical prices, read company info, and easily identify short and long term gains for tax reporting purposes.

Automatic functions include price quotes (usually delayed by 15 minutes) and alerts when a security’s target buy or sell price is reached.

Category:
System Requirements: Win7 / Win8 / Win10
Writes settings to: Application folder
Dependencies: Microsoft .NET 4
Stealth: ? Yes
Unicode support: Yes
Path portability: Automatic relative path (eg. ..\..\personal\work.doc)
License: Freeware
How to extract: Download the "Portable installation" ZIP package and extract to a folder of your choice. Launch TakeStock.exe.
Similar/alternative apps: sStockQuote, Stock.Div
What's new? See:
http://ravib.com/takestock/2/relnotes.htm
Latest comments
donald on 2010-09-30 04:28

Seems fine to me at this time, but maybe they paid the bill, or resolved the issue.

Emka on 2014-12-06 14:55

v2 alpha is available

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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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