Overview

What is TRX?

is a portfolio management, and investment tracking and optimization application designed for the individual investor.

In depth

A closer look at TRX

TRX allows you to manage multiple investment and cash accounts and many different assets. Its main features include: mean-variance portfolio optimization; Internet download of daily and historical price data; Internet download of earnings and dividend data; and direct access to Internet news and research data.

The program can also locate stock symbols and company profiles, record specific URLs, and guide you through tax accounting for spinoffs and exchanges.

All popular tax basis methods are supported with comprehensive performance summaries which include after-tax returns.

You can display reports in Microsoft Word, edit data in Microsoft Excel, use multi-disk backup, generate graphs, and import and export data in standard formats, including CSV, GIF, and TXT files.

You can also copy data, reports, and graphs to the Clipboard, generate portfolio income and earnings estimates along with overall PE ratios, display a comprehensive taxable income summary, and create lists of transactions matching specified critieria.

In addition, TRX virtually supports an unlimited number of securities and accounts.

Verdict

Should you download TRX?

TRX runs on Windows 95/98/Me/NT/2000/Windows 10/11 and is available under the Shareware license — the installer is 6 MB. We’ve catalogued it under Investment Analysis.

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

TRX specifications

Category: Investment Analysis
Publisher: Advisex Software
Last updated: Mar 2, 2025
License: Shareware
Operating system: Windows 95/98/Me/NT/2000/Windows 10/11
File size: 6 MB
Price: Free
Page views: 490

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TRXv5.0

What is TRX?

A closer look at TRX

Should you download TRX?

TRX specifications

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