What is Zoom Investment Portfolio Manager?

Zoom Investment Portfolio Manager

Zoom Investment Portfolio Manager is a super handy open-source tool for anyone looking to manage their finances. It’s perfect for tracking stock quotes and share investments all in one place!

Keep Track of Your Portfolios

This tool allows you to keep tabs on multiple portfolios at once. You can easily see a summary of each portfolio and all the transactions you've made. Plus, if you ever need help, there's an online manual that walks you through the program's settings.

Create Your Own Portfolio

Setting up a new portfolio is a breeze! Just give it a name and pick your currency, then you're good to go. The best part? You can store as many transactions as you want in each portfolio.

Manage Your Transactions

When it comes to transactions, you have lots of options! You can specify everything from the symbol and name to the transaction type (like buy or sell), date, quantity, price, amount, commission, and tax. You can even split transactions if needed.

Easy Updates and Summaries

You have complete control over your sold positions. Want to delete them? Go ahead! You can also update prices, adjust cash balances, or move positions between portfolios. Each portfolio gives you details like total cost, gain, market value, realized gain, and cash available.

Analyze Stock Stats with Charts

If you're into stats (who isn’t?), Zoom lets you analyze stock performance using cool charts. You’ll also find a list that displays all your transactions clearly.

Customize Your Settings

The software offers various settings too! Hide sold positions from your main view or specify exchange codes so you can look up stocks on Bloomberg or Yahoo! Finance directly from the app.

Generate Reports Easily

You can generate detailed reports about your positions, which include info about transactions and dividends. And guess what? These reports can be exported into CSV files for easy sharing!

Research Made Simple

With Zoom Investment Portfolio Manager, researching investments is super simple too! Use Yahoo! Finance or Bloomberg for insights or create a watch list of potential investments right within the app.

Your Go-To Finance Tool

This application really shines when it comes to pulling stock prices from Yahoo! Finance and Bloomberg while keeping all your data organized about shares and transactions.

How Download Works

Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!