Adarian Money for Windows

Manages your investment on stocks, funds, bonds, and even stock options.

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Download the free and fully-function trial version now. You can try it out for free and see for yourself what it's capable of! (Some limitations exist.)

Investment Management

If you have investments on securities like stocks, funds, bonds, or, if you have your company's employee stock options, Adarian Money is the best tool for you to keep track of investment activities and current holdings. It can also tell you the current market values, how much you have gained or lost, and the rate of return.
 

Tracking investment transactionsSecurities -- Adarian Money can keep track of all your investment activities, such as buying, selling, short sale/buy, dividends, transferring, ... A quick summary of your holdings and realized/unrealized gains are conveniently displayed in the panel on the right-hand side. If you have a website which offers stock price downloads, you can download today's prices into the software directly.
 
Investment Portfolio ReportThere are also several reports to tell you where you stand. The Portfolio report shows detailed information about current holdings, including number of shares, market values, average price, ... etc. The Performance report shows realized and unrealized gains and rate of return.
 
Investment Performance ReportThe Performance report shows realized and unrealized gains and annual rate of returns.
 
By-Stock Transaction Listing ReportInvestment Transactions report summarizes and organizes all investment activities in a given period. You can organize them by stock names, by accounts, by time periods, ... It greatly helps you have a clear view of the past history.
 
Stock Options -- If you have stock options, Adarian Money can do that too. After the initial grant information like number of shares, grant price, vesting schedule, etc. are entered, Adarian Money can automatically vest shares when time comes. And then there is this Stock Options report which shows you a summary of the stock options you have and had: how many shares have been vested or exercised, at what price, how much was the gain, how many are left available, and when more shares will be vested, ..., etc.