FolioCalc is an investment portfolio tracker and financial calculator exclusively for Mac OS X.
If you do any stock investing (real or virtual), then you should give FolioCalc a try. It's a great way to stay continually updated on your portfolio positions (not just share prices) and your investment health as a whole. If you do your own investment taxes and you normally have to manually calculate cost basis, capital gains, etc. for multiple tax lots, it may even become an indispensable tool! It can even help with tracking other investment types such as interest bearing accounts! Visit the products page of the RhodoSoft website for more information and screenshots.
Version 1.1.2:
- Added portfolio specific settings to toolbar and file menu.
- Added portfolio specific option to override country when importing dates and displaying foreign currency.
- Moved default commission preference to portfolio specific settings.
- Added warning popups for cases of missing or invalid fields when importing from CSV and QIF.
- Added dialog to prompt for split ratio when importing stock splits from CSV files and split ratio can't be determined.
- Now properly handles case where stock split and sell transaction are input out of chronological order.
- Totals row values now properly refreshing to zero after filter query results in no investments.
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