Stock Tracker is a program that enables you to keep track of stock purchases and sales transactions. This program allows you to see which shares of stock you have available to sell and how much you bought them for. I wrote this because I needed some way to keep track of how many shares I had left at a particular purchase price. Good luck with your investments! May they make you a wealthy person.
Disclaimer:
This application is provided as is, without any express or implied warranties. While effort has been taken to ensure the integrity of the application and it's features/functions, the author assumes no responsibility for errors or omissions, or for damages resulting from the use of the application contained herein.
New Features in V3.x:
• Summary Overview (3.1)
• Multiple Windows for viewing and editing portfolio (3.0)
• Detail View enhancement (3.0)
• More Stable (3.0 & 3.1)
• Calculate Value enhancements (Need to register) (3.0)
• Filters on some Views to display only pertinant information.(3.0)
• Tax Summary report.(3.1)
• Ability to sell selected(custom) shares in a sale transaction.(3.1)
• Fields to track Purchase and Sale commission fees.
Futures:
• Enable Portfolio Information Window
• Enable Merge Option
• Include more reports
• Enable Custom report
• Include Commission charges
• Support More information in Detailed Views.
• Read in Stock prices off of the internet to calculate Portfolio Value.
Taxes:
The new Tax Report helps identify which shares were sold for a given year. Because of the difficulty on understanding how commissions are accounted for with transactions, it is reccomended that each sale be verified with your own records. For additional information on Taxes with stocks, please consult a Certified Public Accountant.
Send me E-mail on what features you would like to see. I try and prioritize the features by the response I recieve. As for future releases, I do not have any set schedule as to when any of the features listed above will be avilable. It takes time to include these features, and time is usually short in supply.
Fees:
If you have registerd previously, you can use the same password as before. Otherwise, for a fully functional version of this software, please send a check or money order for US$25.00 to:
Jeff Russell
1 Ledgewood Drive.
Londonderry, NH 03053
Please include an E-Mail address (if possible).
For Educational use, please contact me and we can probably work something out.
(See contact information below.)
If you don't register, but still use it, send me e-mail and let me know what
you think.
Upgrading Process:
For the most part, if you have a Version 1.0x or 2.0 format file, you should have no problems upgrading to version 3.x. You will want to make a backup copy of your original data incase of any unforseen problems.
Bugs:
As this is just a hobby, I do not get a lot of time to write as much code as I would like. If you find a problem, let me know, and depending on how serious a problem and the amount of time I have available, I will fix the problem. I have not done a lot of stress testing, but I believe it is a fairly stable product.
Distribution:
Feel free to distribute this software in it's original form with this readme file.
