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