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JEquity v2025.0.3.398 JEquity v2025.0.3.398 👉 Open-source portfolio and stock tracking software with a clean JavaFX desktop interface. JEquity is an open-source financial portfolio management application designed to help users organize, monitor, and track equity investments from a desktop environment. Built in Java with a modern JavaFX interface, JEquity allows you to manage stock holdings, ETFs, retirement funds, taxable accounts, and grouped investments while keeping portfolio data organized in a simple and efficient layout. The application supports portfolio grouping, historical tracking, financial summaries, valuation updates, account categorization, and detailed stock ownership records. JEquity is intended for users who want a lightweight desktop-based investment tracker without relying on cloud-based financial services. JEquity includes tools for organizing investments by account type, ownership, category, and tax status. Users can maintain multiple financial records, monitor valuations, generate reports, and review historical financial data through an easy-to-navigate tabbed interface. Features: Tracks stocks, ETFs, and equity investments Organizes investments by account and ownership Supports retirement, taxable, and tax-deferred account tracking Financial portfolio summary calculations Historical investment tracking tools Report generation support Group management for organizing portfolios JavaFX-based graphical user interface Lightweight desktop application Cross-platform Java support Open-source Eclipse Public License v2.0 software Multiple tabbed financial management views Search and filtering capabilities Manual stock valuation and share tracking Local desktop portfolio management without cloud dependency Supported operating systems: Windows 10, Windows 11 macOS Monterey or higher Linux distributions with Java support BSD systems with Java support Supported languages: English Changes: v2025.0.3.398 12-17-25 With a new self-signed open-source certificate. Note: This file has one hit on VirusTotal. We have confirmed this to be a false positive. The file is safe. This download is for the Windows version (very bottom of page). All other download assets are below: macOS: JEquity_macos-aarch64_2025.0.3.398.dmg JEquity_macos-amd64_2025.0.3.398.dmg Linux: JEquity_linux-amd64_2025.0.3.398.sh Click here to visit the author's website. |
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5,998 | Jun 03, 2026 Beowurks |
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JStock v1.0.7.60 JStock v1.0.7.60 Free stock market software. Make stock investment easy JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy. JStock supports 28 world stock markets. Here are the stock markets being supported. Argentina Australia Austria Belgium Brazil Canada China Denmark Finland France Germany Hong Kong India Indonesia Israel Italy Korea Netherlands New Zealand Norway Portugal Russia Singapore Sweden Switzerland Taiwan United Kingdom United States Stock Watchlist 28 world stock markets. Portfolio Management Calculate your net worth. Alert Free email, system tray, sound alert. Indicator Filter Search for good stocks. Charting Trace back 10 years history. Cloud Storage Access personal data anytime, anywhere. Currency Exchange Show foreign stocks in local currency. Stock Market News Read individual stock market news. Android Run JStock on Android. This download is for the Windows version. If you need the macOS (x86) version, download here. If you need the macOS (ARM)version, download here. If you need the Linux version, download here. Click here to visit the author's website. |
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7,060 | Dec 14, 2023 JStock |
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OpenBB Terminal v3.2.4 OpenBB Terminal v3.2.4 A free, modern investment research platform for everyone. It is a desktop application that allows you to access all the data and tools you need to make better investment decisions. Features Python-based integrated environment for investment research that leverages state-of-the-art Data Science and Machine Learning technologies. Navigate through over 800 functionalities. Machine Learning Forecasting The forecasting menu allows quants, data scientists and AI enthusiasts to forecast asset prices utilizing state-of-the-art Machine Learning (ML) models. These can be trained by combining multiple financial time series, and allows out-of-the-box feature engineering. Automation and Scripting The OpenBB Terminal features the tools to export data to Excel and provides scripting capabilities through .openbb scripts. This allow users to execute routines which can be any combination of commands within the OpenBB Terminal, being able to perform an instant advanced analysis of any instrument. Furthermore, the .openbb scripts can also serve as documentation for research projects on how the regression results have been achieved. Reports This menu gives you the ability to create a due diligence report template with Jupyter notebook and run it with different parameters each time. Create your own investment research workflow and save something more important than money: time. Dashboards Build interactive dashboards to have a more interactive experience with the data. This will help you to understand the market faster. Portfolio As an investor, you must be frustrated over the affordable existing tools to help you manage your portfolio. We are too. This menu will help every investor track, assess and optimize their portfolio. Plus, we allow an unparalleled level of customization. Econometrics Much of the Financial theory comes from Econometrics, the application of statistical methods to economic data. With this menu we provide the user the ability to use custom data to perform these advanced techniques including a variety of statistical tests and multi-linear regression models. Importing and Exporting Export any dataset whether ... |
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2,534 | Dec 06, 2023 OpenBB |
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TakeStock v2.0 R77 TakeStock v2.0 R77 👉 Completely free personal investment management software for Windows. TakeStock 2 is a free, full-featured personal investment management program that helps you track stocks, ETFs, mutual funds, dividends, capital gain distributions, margin equity and cash flow. It can display charts, retrieve historical prices, show company information, provide delayed price quotes, alert you when target buy or sell prices are reached and help identify short and long term gains for tax reporting. Features: Track stocks, ETFs and mutual funds Monitor dividends, capital gain distributions, cash flow and margin loans View price charts and historical prices Retrieve company information and delayed quotes Set target buy and sell price alerts Identify short and long term gains Create folders and multiple portfolios View held and sold positions Export portfolio information to CSV Standard and portable installation options Keeps financial data stored locally on your computer Supports multiple international home markets including Argentina, Australia, Brazil, Canada, France, Germany, India and the United States 100% free with no advertising, nag screens or registration Supported operating systems: 64-bit Windows 7, Windows 8, Windows 10, Windows 11 Supported languages: English Changes: v2.0 R77 05-27-26 Enhancements: - Add a Yield On Cost column. - Add a Currency column. - Allow cash amounts in portfolios and folders to be displayed as whole numbers. Fixes: - The Dividends Received amount in the summary pane of a portfolios Sold tab always shows all dividends received even when For selected items is checked. - The Cost Basis column in a folders Performance tab displays incorrect information. This is a display related problem only. Internally, the data is correctly stored. - The application is unable to update the market status. Note: This file has one hit on VirusTotal. We have confirmed this to be a false positive. The file is safe. This download is for the Windows portable version (very bottom of page). If you ... |
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6,500 | Jun 07, 2026 Ravi Bhavnani |
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Wealthfolio v1.0.10 Wealthfolio v1.0.10 Beautiful and boring investment tracker, with local data storage. No subscriptions, No cloud. Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data. The Essentials You Need to Track Your Wealth Forget juggling spreadsheets or compromising privacy with online apps. Choose Wealthfolio's simple, secure approach to manage your finances. Accounts Aggregation Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your statements from your broker or bank. Accounts Performance Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time. Holdings Overview Get a clear picture of what's in your portfolio. Stocks, bonds, or mutual funds - know what you have and how it's performing. Income Tracking Monitor dividends and interest income across your entire portfolio. Get a clear view of your passive income streams, helping you make informed decisions about your investments. Goals Tracking Set your savings targets clearly. Distribute your funds across these objectives, assigning a specific percentage to each. Keep an eye on your progress. Changes: v1.0.10 09 Sep 21:59 Refactor: Move all @tauri-apps calls to src/commands by @maidh91 in #46 fixed the issue that would occur with the date being incorrect by @CrimiDavid in #78 feat: make currencies selection popover scrollable by @CanglongCl in #79 continue market data sync if it fails for a specific symbol. small enhancements and bug fixes by @afadil in #83 This download is for the Windows version (very bottom of page). All other download assets are below: macOS: Wealthfolio_1.0.10_aarch64.dmg Wealthfolio_1.0.10_x64.dmg Linux Ubuntu: wealthfolio_1.0.10_amd64.deb Click here to visit the author's website. |
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1,430 | Sep 10, 2024 Aziz Fadil |
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Zoom Investment Portfolio Manager v2.7.4 Zoom Investment Portfolio Manager v2.7.4 Portfolio Manager for your listed Stocks and Shares Investments or trading positions. Provides a database front-end to free Yahoo and Bloomberg financial information services. Multi-currency support with market values recalculated back into your home currency. Robust and scalable open source SQL database with unlimited numbers of Portfolios containing unlimited numbers of Positions. Watch list Simple or detailed cash accounting. Reporting by spreadsheet export. Open source and freeware. No subscription, no data harvesting, no advertising, no nasties. Licensed for personal and commercial use. Funded solely by donation. Please donate to encourage continuing support and development if you find this software useful. Features Multinational and multicurrency Robust data storage Send reports to spreadsheet Unlimited portfolios and transactions 32 bit version. Compatible with Windows 32 and 64 License GNU General Public License version 3.0 (GPLv3), GNU Library or Lesser General Public License version 3.0 (LGPLv3), Creative Commons Attribution Non-Commercial License V2.0 This download is for the 64bit version. If you need the 32bit version, download here. Version 2.7.4 uses Bloomberg instead of Yahoo to show the stock market index as the Yahoo page was causing the program to freeze. 2.7 brings two significant improvements: 1. A new method of updating prices and stock data which replaces the laborious cycling through web pages. The AlphaAdvantage price updating option is removed from the software however your API Key is remembered in your database should it be necessary to revert to this in the future. You are requested not to update prices too frequently in case the service becomes blocked. Once an hour should be sufficient for most purposes. You will not become richer by frequently updating your prices! 2. Foreign currency conversion is now handled for individual positions rather than per portfolio. As a result, you can have stocks denominated in multiple currencies ... |
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6,069 | Jan 15, 2021 leskaye |
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