1.4 11 Sep 2009

Helps manage your stock portfolio.


Developer website: JoeSoft

Stox is a powerful tool for the new or experienced investor. Stox cuts through the noise to give you concise, timely information to help you manage your stock portfolio in a simple, single window format.

Research - Look before you leap. Let Stox present timely news to help separate strong companies from weak ones and be alerted of current world events that may affect their future. With the click of a mouse, get detailed financial status, chart past performance and even establish hypothetical stock purchases in the past.

Tracking - Stay informed on your terms. Keep tabs on the performance of your existing portfolios and new stocks you are considering with detailed financial information and head-to-head performance charting, constantly updating throughout the day. Combine stocks into a number of portfolios and group them any way that makes sense to you. Snapshot and detailed reports are just a click away.

Analysis - Dig deeper. Whether you are scrutinizing an individual stock or your whole portfolio, leverage detailed technical charts and market opinions to analyze the security of your holdings. Model your tax implications before making a sale by balancing all transactions in your portfolio, including buy, sell, call, put, dividends, fees, splits and more. Review your activity for any time span sorted with any criteria to get running totals on cost basis, per share basis and gain on sales.

One Window, Three Views - Forget cluttered browser windows and complex multi-windowed applications.

Reports in a hurry - Need a P&L with accurate capital gain information? No problem. Want to see a comprehensive transaction report for one or more portfolios combined? Do it now!

Portfolio Control - Import existing portfolios or make new custom portfolios and watch lists; monitor them individually or all at the same time. You're in control. All the information you obtain is then password secured and stored locally on your computer.

It's a small world - Are you an international player? Get localized news from every major world market. Automatically updated exchange rates give you a handle on your foreign holdings.

Don't be alarmed - That sound you hear is the skyrocketing price of your stock! Know when to buy and when to sell by setting ever-watchful alarms that trigger on price targets set in your portfolios.

Amazing Ticker - Tired of waiting to see your favorite stock's most recent trade scroll across the ticker? Configure the Stox ticker to show only the stocks you own. How about adding a ticker track that displays only news items that you are interested in? Just click on a news story to read it in its entirety.

What's New

Version 1.4:
  • Snow Leopard (10.6) Compatibility.
  • Added tech chart syncing for StockTrac.
  • Added support for daylight savings time for open and closed status.
  • Added support for the Currency attribute during import.
  • Added default download service in the export data.
  • Improved Portfolio wizard interfacing.
  • Improved TD Ameritrade quote history loading.
  • Improved Euronext quote support.
  • Improved new transaction handling.
  • Improved support for stocks with no quote identifier.
  • Improved portfolio importing.
  • Improved support for lower screen resolution.
  • Improved ticker performance.
  • Improved closed positions updating.
  • Improved quote fetching for newly imported stocks.
  • Improved conversion for European currency.
  • Improved syncing for StockTrac.
  • Improved overall stability and performance.


Mac OS X 10.5 or later

*Previously available here


Current Version (1.x)


Version Downloads
Business / Finance
11 Sep 2009
OS X / PPC 32 / Intel 32