Tradesy
Zygoat Creative Technical Services • Mar 2024
<mark>Tradesy</mark> is a personal finance app designed for the small investor. Keep a handle on your investments: watch stocks, track your portfolios, see capital gains, and more. Portfolio tracking: • Full text-based import and export (CSV or tab-delimited). Bring in the trading activity from your brokerage. • Automatic cost base and capital gains calculation. Know the value of your gains and dispositions to make tax time a snap. • Accounting for a variety of transaction types. <mark>Trades</mark>, splits, dividends, reinvested capital gains, cash transfers, etc. Stock & ETF performance graphing: • Auto-updating watchlist. Track real-time performance of your favourite stocks and securities. • Flexible historical performance querying. Browse detailed past performance in graphs and tables. • Strategy-based back-testing. See what returns could have been realized by trading according to adjustable rules. Flexibility and data privacy: • Portable and durable document format. Watchlists and portfolio data are easily backed up or shared. • All… More about Tradesy
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