PCFolio was designed by investors to answer these simple questions:

What is my portfolio's current balance as of the last price on all of my securities?

How much was my Gain / Loss on that last trade?
What is my Gain / Loss year to date on that security? For my Portfolio?
How much I'm I spending in commissions?
How much have I traded on a given stock for the Gains or Losses I have incurred?
What is my total number of trades to date?
What is the average price for each of the securities I hold? And as of my last sell or buy order?
What are the current prices of all my holdings?

These and many more questions are answered for you per security and at the Portfolio level.

You no longer need your calculators as you perform your trades. PCFolio computes all totals automatically as securities are bought and sold to improve positions. It's also no longer necessary to import data from your broker, as this information is now available to you at the click of a button.

You want charts? You got them...

Positions Pie chart.
Portfolio Daily Profit and Loss bar chart.
Selected Security Daily Profit and Loss.
Portfolio Performance.
Selected Security Performance.
Asset Allocation pie chart.
View your portfolio’s percent allocation in each Asset Class. Follow your favorite Asset Allocation model and modify your portfolio to fit the model. Adjust as needed to keep your portfolio "Risk balanced" according to current market trend.

...and now Historical price chart. This is the latest addition to the available chart list. The data is automatically downloaded to your station every time you logon to the internet. This data is kept for as long as requested in the setup screen.

All charts can be selected in date ranges and by types such as bar, pie and areas. You may even select them in 3D format.

Need your data in Excel?
No problem! All of you're data can be transferred to Excel at the click of a button, including Historical Prices.

Need year-end tax reports?
PCFolio can also help you there. All reports are available for print in Excel where you can further customize them.

Need Security?
PCFolio now allows password protection. Each individual portfolio can be protected with it's own Sign-on ID and password!

Have a laptop?
Carry all this information with you without having to log on to the Internet. All the information needed to know the status of your portfolio are just a few clicks away.

Need Real Time price update?
Done. You can now choose to update current prices in 2 minute intervals (requires logon ID from selected Web Site).

PCFolio is easy and intuitive, you may never have a need to see the help features...

A lot of time and effort was spend in the development of PCFolio to make it as easy to understand and navigate as possible. It does as intended without the complexity of other stock trading tools.

Chances are that if you have your portfolio with one of the big brokerage houses you already have real time quotes, i.e. Ameritrade Streamers. While PCFolio is a great tool as a stand-alone application, it is also a great addition to your broker's streaming quotes! With these powerful combinations you have all the necessary tools for your trading needs.