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Productivity - Financial Tools (8)

GnuCash Portable v5.6 Updated

Andrew Lee on 4 Apr 2024
  • 227MB (uncompressed)
  • Released on 1 Apr 2024
  • 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:
Runs on: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: https://www.gnucash.org/news.phtml
Latest comments
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.

jtemple on 2023-10-07 09:34

Version 5.4 is not shutting down fully when the application is closed. The process continues running in the background and must be killed manually.

Killing it manually causes a warning from the PortableApps launcher the next time you launch it stating that the app was not closed properly.

I rolled back to 5.3, which does not have this problem.

I don’t see a way to get older versions from their website, so thankfully I kept a backup.

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TakeStock v2.0 Release 69 Updated

Andrew Lee on 14 Mar 2024
  • 9MB (uncompressed)
  • Released on 25 Feb 2024
  • 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:
Runs on:Win7 / Win8 / Win10
Writes settings to: Application folder
Dependencies: Microsoft .NET Framework 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: https://ravib.com/takestock/2/relnotes.htm
Latest comments
olliebean on 2018-06-12 15:44

I'm getting an error with this: "TakeStock2 was unable to start. An error occured while opening the TakeStock database. Unable to read beyond the end of the stream." This is the same TakeStock database that TakeStock has just created on first run, so it seems something must be broken.

ravib on 2018-08-07 20:43

@olliebean, this (bug 183) has been fixed in TS 2 Release 53. Please see:

http://ravib.com/takestock/2/relnotes.htm

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Money Manager Ex v1.7.0

Stephen Leibowitz on 30 Dec 2023
  • 36MB (uncompressed)
  • Released on 26 Dec 2023
  • 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. Cross-platform with clients available for Mac, Linux, and Android.

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

Category:
Runs on: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: GNU GPLv2
How to extract: Download the "portable" ZIP package and extract to a folder of your choice. Launch mmex.exe.
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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Stock.Div v4.7.6

billon on 8 Mar 2019
  • 12MB (uncompressed)
  • Released on 8 Mar 2019
  • 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:
Runs on: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? See:
https://www.softpedia.com/progChangelog/Stock-Div-Changelog-255004.html
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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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:
Runs on: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.

sCheckbook v1.1.3

Checker on 24 May 2015
  • 1MB (uncompressed)
  • Released on 3 Nov 2014
  • Suggested by Checker

sCheckbook is a simple checkbook or bank account register. The application offers export to CSV and HTML formats.

Category:
Runs on:WinXP / Vista / Win7 / Win8
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 sCheckbook.exe.
What's new?
  • sCheckbook now opens the last used SCB file on launch.

sStockQuote v1.0.8

Checker on 24 May 2015
  • 1MB (uncompressed)
  • Released on 21 Oct 2014
  • Suggested by Checker

sStockQuote allows you to see how your chosen stocks are doing, limited to a raw list of stock prices (no portfolio features or stock charts).

Stock quote data is provided by Yahoo! Finance.

Category:
Runs on: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 sStockQuote.exe.
Similar/alternative apps: TakeStock
What's new? Added:
  • sStockQuote can now handle more than 200 symbols in the list.
  • Added text-to-speech option for alerts.
  • Each stock can now have a "notes" field where you can enter in whatever textual date you like. This data is displayed in the main stock data listviews.
  • You can now specify a "Shares owned" value for each stock. This value is displayed in the main listviews and a "Share value" column is calculated by multiplying the "Shares owned" value and the "Last trade" value.
  • Added an import feature by which you can mass import stock symbols. Go to the Options tab > List and click the Import button.
Changed:
  • Completely reworked the Options tab.
  • The alerts.lst file has been renamed to alerts.log.
Fixed:
  • Choosing File, Exit from the menu didn't always close out the application.
Latest comments
rogerthedodger on 2013-04-17 23:20

Nifty little program, be aware to customize it to your area you need to enter your stock exchange after the stock symbol. Im in Aus, and for BHP you enter it as BHP.AX

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BitcoinPortable v6

billon on 27 Dec 2016
  • 1MB (uncompressed)
  • Released on 8 Dec 2011
  • Suggested by Tritonio

BitcoinPortable is the distributed currency system. It supports wallet encryption, automatic backup, and sending your coins to another address every hour.

BitcoinPortable is a wrapper for the Bitcoin client.

Category:
Runs on:WinXP / Vista / Win7 / Win8 / Win10
Writes settings to: Application folder
Stealth: ? Yes
Path portability: Automatic relative path (eg. ..\..\personal\work.doc)
License: MIT
How to extract:
  1. Download the ZIP package and extract to a folder of your choice
  2. Launch BitcoinPortable.exe
  3. Follow the instructions of the first time wizard to properly extract the Bitcoin client next to the wrapper