TakeStock Portable is a tool for managing investment portfolios, perfect for tracking stocks, ETFs, and mutual funds from the United States and abroad. The software allows you to organize your investments, monitor asset prices, analyze dividends, capital gains distributions, cash flow, and equity margins. Among its features are price chart visualization, access to historical prices, detailed company information, and automatic alerts for buy or sell target prices (with quotes typically delayed by 15 minutes).
Being portable, it can be run directly from a USB device, without leaving files or entries in the computer's registry, ensuring flexibility for use on different machines. The program supports transactions with a precision of up to six decimal places, portfolio organization, transaction history, and tracking of dividends and stock splits. It is a free and robust solution suitable for both beginner and experienced investors looking to manage their investments independently.