My Personal Index

My Personal Index is a handy desktop software tool that helps you create personal indexes and analyze your investments easily. It’s designed to help you make better investing decisions without a lot of hassle.

Simple and User-Friendly Interface

The application has a clean and simple interface, which means you can find all the buttons and key features right in the main window. At first glance, it might look a bit complicated, but don’t worry! The settings are super intuitive, so anyone—even if you're not tech-savvy—can get it up and running.

Create Your Own Personal Indexes

This tool allows you to create personal indexes that help track performance, analyze asset allocations, and compare different investment strategies. You’ll see how your investments stack up against one another!

Main Features at a Glance

In the main panel, there are seven tabs to explore: holdings, statistics, charts, performance, correlations, accounts, and asset allocation. Before diving in, just set a starting date for your portfolio.

Setting Up Your Portfolio

You’ll need to add a new portfolio by selecting a description, index start value, AA threshold (that’s asset allocation), and the cost basis method. Don’t forget to set up your accounts and holdings along with relevant portfolio stats!

Easily Sort Your Investments

This utility lets you sort items by total value or percent of portfolio among other filters. Plus, in the charts tab, you can easily see how your investments have increased or decreased over time. It's pretty cool!

No Performance Issues

Throughout our testing process with My Personal Index, everything ran smoothly—no errors popped up! It didn’t hog CPU or memory either; your computer will keep running just fine while using this program.

A Reliable Tool for Investors

All things considered, My Personal Index proves to be fast and reliable. It makes creating personal indexes and performing analyses easy-peasy! Overall, it worked like a charm during our evaluation.