module portefeuille en

The "Portfolio" module has been designed to keep an accurate and up-to-date view on your financial investments, including stocks, bonds and funds

Stock quotes and currency rates can be downloaded automatically from the internet

The tabs available in the "Portfolio" module are

  • Passport
  • Documents
  • Portfolio
  • Stock limit orders
  • Transactions
  • Stocks
  • Bonds
  • Funds
  • Currencies
  • Currency closing
  • Securities closing
  • Summary
  • Profit by security
  • Profit by sector
  • Profit by type
  • Profit by rating
  • Profit by market
  • Notepad
  • Report


For detailed information, please download the user's guide:

Swiss Made Software

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