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PST-Personal Stock Tracker 2.1

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by:  Charles Morris



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PST™ is a tool for keeping track of your stock portfolio. It can be used by itself, or it can be used in conjunction with PMT, the Personal Money Tracker™ for Palm Computing® connected organizers. PST lets you track all your stock transactions, and know what your holdings are and how well you are doing for any date you select. Used with PMT, it makes it easy to keep track of transfers of funds between your bank and investment accounts, and shows you your whole financial picture in one place on the PMT Balance Sheet.

Features:

Easy entry of stock transactions: buy, sell, fees, dividends, and changes in stock price.

Portfolio view shows you your holdings for each investment account on any date you select. Market value or gain/loss can be displayed for the selected date.

Journal view shows you the list of transactions for each holding in your portfolio.

Enter as many changes in stock price as you want, making it easy to track price movement and its effect on your portfolio value.

Full seamless integration with PMT™. PMT™, the Personal Money Tracker™ for Palm Computing® connected organizers, is a full-featured personal accounting package. PST integrates with PMT, making it easy to record transfers between your bank accounts and your investment accounts. The balances of your investment accounts are included on the PMT Balance Sheet.

Multiple databases: PST supports up to 9 different databases. You can keep track of a stock portfolio for more than one person, or keep your personal and business accounts separate. You can also save your records from previous years in the additional databases.

Multiple Currencies: PST supports investment accounts that maintain their balances in foreign currencies. This feature integrates with PMT's multi-currency support, so that foreign currency accounts can be converted into local currency for inclusion in PMT's Balance Sheet.

Easy Synchronization: PST comes with a conduit that converts its internal database into a CSV format file (supported by Excel and other software packages) on your desktop PC. This allows you to view your financial data on your PC, as well as to transfer your financial data to your PC, edit it, and transfer it back. This is the same Conduit used with PMT, so you don't have worry about additional software or multiple files.

Full range of devices supported: PST works will all Palm Computing® connected organizers, include the Palm III, IIIx, V, and Palm VII.

Full year of support: when you become a registered user of PST, updates will be emailed to you as they become available at no additional cost for one full year following registration.



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Supports:



Palm IIIx and Palm V

Palm III

PalmPilot Personal / Professional


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