Tradesy is a personal finance tool designed for the small investor.

Keep a handle on your investments: watch stocks, track your portfolios, see capital gains, and more.

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.

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. Trades, splits, dividends, reinvested capital gains, cash transfers, etc.

Flexibility and data privacy

• Portable and durable document format. Watchlists and portfolio data are easily backed up or shared.
• All data stays local. Portfolio data are not transmitted to or stored on any remote server.

Download Tradesy 1.0.1 (7.9 MB, 27 May 2024)

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