TakeStock
Free personal investment management software for Windows.
Description
TakeStock is a free personal investment management software for Windows aimed at investors who wish to track stocks, mutual funds, and ETFs in the US and international markets. It offers a user-friendly interface and robust features, serving as a secure alternative to paid portfolio management services.
With TakeStock, it is possible to create multiple portfolios, add transactions, and monitor performance in real-time, with price quotes (usually with a 15-minute delay) and histories. The program allows tracking dividends, capital gains distributions, cash flow, and equity margin, as well as calculating short and long-term gains for tax reporting. Users can view price charts, compare with indices, add technical indicators, and access company information directly via Yahoo! Finance.
Additional features include alerts for target buy or sell prices, custom notes on portfolios, and support for detailed reporting. The software is lightweight, with only 6 MB, and is available in both installable and portable versions, ideal for use on different devices without leaving traces on the host computer. A free cloud add-on allows for secure synchronization and backup of data between devices, with encrypted transfers.
Although praised for its simplicity and lack of ads, some users report initial difficulties due to the complexity of financial terms, and there have been isolated cases of errors when starting the database in older versions, which have been corrected in recent updates. TakeStock is recommended for both beginners and experienced investors looking for a reliable and cost-free tool to manage their investments.
Screenshot
Technical Specifications
Version: 2.0 Release 76
Size: 10.94 MB
License: Free
Language: English
Platform: Windows
File Type: MSI
SHA-256: 80d524cb7fc5b015b59daac2307cc49b37e597bbf99db8ec3bee94754fca2e74
Developer: Ravi Bhavnani
Category: Utilities/Finance
Last Update: 04/21/2025Related
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