Portfolio Analyst

Portfolio Analyst

Portfolio Analyst download for free to PC or mobile


Portfolio Analyst is an essential tool for stock market investors of all levels, offering comprehensive guidance on investment priorities. This powerful program allows you to track various stocks, view real-time sales prices, and access detailed transactions, graphs, and reports. With advanced technical analysis features, Portfolio Analyst ensures you make informed investment decisions. Seamlessly sync with your Google Finance account and effortlessly print any reports you need. Tailored for a niche audience, this application is a must-have for those serious about optimizing their investment strategies. Stay ahead in the stock market with Portfolio Analyst.


06 Jun 2024
Title Portfolio Analyst
Size 70.1 MB
Price free of charge
Category Applications
Developer MTH Software
System Windows
70.1 MB
3

791 reviews
2267

downloads
The content of games with a PEGI 3 rating is considered suitable for all age groups. The game should not contain any sounds or pictures that are likely to frighten young children. A very mild form of violence (in a comical context or a childlike setting) is acceptable. No bad language should be heard.

Equivalent to E (low end) and EC (which is no longer used). 435 titles were rated PEGI 3 in 2020.
PEGI Rating

Portfolio Analyst installation

download

Click on the Download button to start downloading Portfolio Analyst for Windows from Maombi.com

open

Open the .exe installation file in the Downloads folder and double click it

props

Follow the instructions in the pop-up window to install Portfolio Analyst on Windows Desktop

run

Now you can open and run Portfolio Analyst on your PC

Portfolio Analyst Features

Portfolio Analyst is a powerful tool designed to help you track, analyze, and optimize your investment portfolio. With intuitive features such as real-time data updates, customizable reports, and risk assessment tools, you can make informed decisions to maximize your returns. Whether you're a seasoned investor or just starting out, Portfolio Analyst is your go-to solution for managing your investments with ease and confidence.

Portfolio Performance Analysis

Track and analyze the performance of your investment portfolio over time to make informed decisions.

Risk Management

Assess and manage the risk associated with your investment portfolio to protect your assets.

Asset Allocation Optimization

Optimize the allocation of assets in your portfolio to maximize returns and minimize risks.

Real-time Market Data

Access real-time market data to stay updated on the latest trends and make timely investment decisions.

Portfolio Rebalancing

Automate the process of rebalancing your portfolio to maintain desired asset allocations and risk levels.

Customizable Reporting

Generate customizable reports to track the performance and composition of your investment portfolio.

Portfolio Analyst overview

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    Manage your finances effortlessly with this intuitive application designed to streamline your accounting tasks. Easily navigate through your accounts, including asset and liability categories, while keeping track of balances in real-time. The user-friendly interface allows for quick access to account details, making it simple to add, edit, or reconcile accounts. Stay organized and informed with comprehensive reporting features tailored to your financial needs.

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    Manage your finances effortlessly with this intuitive application designed for portfolio analysis. Easily navigate through features like account management, transaction categorization, and a comprehensive list of payees. Customize your experience by marking favorites, merging entries, and accessing transaction history. Stay organized and make informed decisions with powerful tools at your fingertips, all in a user-friendly interface.

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    Manage your investments effortlessly with this intuitive application. Track your portfolios, add or edit positions, and sync with Google Finance for real-time updates. Analyze your market performance with detailed charts and reports. The user-friendly interface allows you to monitor gains and losses, ensuring you make informed decisions. Stay organized and maximize your investment potential with powerful tools at your fingertips.

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    04

    Manage your finances effortlessly with this intuitive application designed for tracking transactions. Customize your experience by highlighting transaction states and receiving feedback sounds. Enjoy features like auto-scrolling to the last entry and pre-selecting payees for checks. Keep your balance updated with automatic calculations, ensuring you stay on top of your budget. Experience seamless organization with user-friendly table layouts and customizable themes.

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    This application offers a comprehensive suite of reporting tools designed to streamline your financial analysis. Users can easily navigate through various system and user reports, including transaction categorizations and investment summaries. With a simple interface, generating detailed insights into operations and taxes becomes effortless. Enhance your decision-making process by utilizing the robust features available for effective portfolio management.

Portfolio Analyst FAQ

Updates and reviews about Portfolio Analyst

02 Oct 2025

What is a portfolio analyst?

Explore what a portfolio analyst does and how they manage investments. Find out more about this pivotal role today!

Read more

02 Oct 2025

What is a Project Portfolio Analyst?

Learn what a project portfolio analyst does and how they optimize project performance. Discover the benefits of this role.

Read more
Portfolio Analyst

Download Portfolio Analyst

Portfolio Analyst reviews

Update: 02 Jan 2026

Benjamin Smith

This app has potential, but I feel torn. I appreciate the investment tips, but the interface can be confusing at times. I still use it, but I have to tread carefully around certain functions!


Emily Brown

Wow, just wow! I’ve tried so many portfolio apps and this one is by far the best. I love how intuitive it is. It feels like I have a financial guru at my fingertips. Seriously can't get enough of it!


Liam Johnson

I can’t believe I waited so long to download Portfolio Analyst! This app is just phenomenal. It’s like my personal finance coach. I’m seriously thrilled with how easy it is to analyze my portfolio now!


Madison White

This is IT! The best app for tracking my investments. Just a few taps and I'm in! The graphs are so clear, and I love the tips they provide. I feel like I'm on top of my game with Portfolio Analyst!


Isabella Scott

I'm really happy with Portfolio Analyst! The dashboard is well organized, and I can easily compare my assets. I enjoy checking it daily. A few more advanced features would be awesome, though.


Chloe Lee

I am absolutely in love with this app! It’s made managing my investments a breeze. I get so excited checking my progress often! Such a fantastic tool for anyone serious about their finances.


Lily Hernandez

Not the best experience with Portfolio Analyst. It has some great features, but I often find bugs that interrupt my usage. If they can improve stability, it would be fantastic. For now, it's just okay.


Daniel Green

Seriously, I'm obsessed! This app has transformed how I look at my money. The UI is sleek and easy peasy to understand. I feel more confident in my investing choices now. Can’t recommend it enough!


Mia Thompson

Good app for tracking my stocks! I appreciate the alerts and updates. There are a few bugs here and there that need fixing, but it still does the job well. Happy with it for the most part!


Ethan Carter

Hands down, the best app I’ve found for portfolio management. I’m really impressed with its sleek design and functionality. Makes investing less stress and more fun. Can’t wait to see what else it offers!


Jordan Moore

Portfolio Analyst is the bomb! I love how it tracks everything so easily. The graphs make it super fun to check my progress. I’ve learned so much about investing from just using this app!


Jack Wilson

This app is an absolute GAME CHANGER for my investments! I was totally lost before, but now I’m actually excited to track my progress. The alerts are really helpful too! Definitely recommend to my friends.


Lucas Kelly

Portfolio Analyst is okay, not amazing. I like the analytics, but I often find myself confused by the layout. A tutorial could really help. It works for tracking, but I have some doubts about its features.


Ella Mitchell

It's a decent app, but I feel like it could do more. I like the reporting features, but sometimes they are too complicated to understand. Overall, pretty helpful but has room for improvement.


Olivia Harris

HYPED! This app has done wonders for me. It’s so user-friendly and has all the features I need in one place. I feel empowered to make better investment decisions. Truly a lifesaver!


Sophie Taylor

OMG, I cannot believe how incredible Portfolio Analyst is! I'm finally getting my finances in check. The charts are super easy to use, and I feel like a total boss managing my portfolio now! Highly recommend this to anyone wanting to feel empowered!


Grace Johnson

It's okay for tracking, but it can be really slow sometimes. I do love the insights, though. Wishing for more updates to improve its efficiency. It’s useful, but just not quite there yet!


Ryan Anderson

Great app overall! I especially love the performance tracking feature. It's motivating to see my investments grow. A couple of aspects could be easier to navigate, but I'm quite satisfied. Def worth a try!


Ava Parker

Pretty solid app for tracking investments. The insights are valuable and the UI is nice. However, I wish there were more tutorials available to help me understand some features better. Still good!


Noah Adams

I've had a good experience with Portfolio Analyst. The watchlist feature is super helpful. Sometimes I find the loading times a bit slow, but overall, it’s a solid tool for managing my finance!