Overview

What is NAIC Personal Record Keeper?

is a comprehensive personal portfolio manager program, designed to provide detailed accounting for investment transactions for a variety of investments.

In depth

A closer look at NAIC Personal Record Keeper

You can quickly and accurately track your personal investments, including stocks, mutual funds, T-bills, and cash. It automatically updates stock prices from on-line services. Easily record transactions such as purchases, sales, income, reinvestments, stock splits, stock dividends, and others. Multiple purchases of the same asset are tracked as separate lots.

Personal Record Keeper can also tracking the investment income you receive. Income received can be designated taxable versus non-taxable, and in the case of mutual funds, gain distributions can be designated short-term or long-term.

You can create and print a wide variety of detailed portfolio management reports that identify information by security, by asset type or by portfolio. Most reports can be filtered to include relevant information for a specific range of dates, or from inception.

Verdict

Should you download NAIC Personal Record Keeper?

NAIC Personal Record Keeper runs on Windows 3.1 and is available under the Demo license — the installer is 8 MB. We’ve catalogued it under Investment Analysis.

Verified clean. Every NAIC Personal Record Keeper build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.

NAIC Personal Record Keeper specifications

Category: Investment Analysis
Publisher: QUANT IX SOFTWARE, Inc.
Last updated: Feb 1, 2025
License: Demo
Operating system: Windows 3.1
File size: 8 MB
Price: Free
Page views: 573

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NAIC Personal Record Keeperv2.5

What is NAIC Personal Record Keeper?

A closer look at NAIC Personal Record Keeper

Should you download NAIC Personal Record Keeper?

NAIC Personal Record Keeper specifications

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