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FolioCalc is an investment portfolio manager and performance tracker exclusively for Mac OS X. A concise list of features is shown below. For a more detailed explanation of each feature, see the features page.

FolioCalc Features

• Real or virtual investment portfolio tracking
• Three investment types:
  • Stocks
  • Interest bearing accounts (returns calculated from interest payments)
  • Cash (treated as a single zero-return investment)
• Three views of your portfolio: transactions, investments, and stocks
• Three ways to enter transactions:
  • Manually using input panels easily accessible from toolbar
  • QIF import from Quicken or online banks and brokers that support QIF such as Scottrade and ShareBuilder
  • CSV import from Ameritrade, E*TRADE, Fidelity, and Schwab
• Automatically opens and closes investments based on transactions (using FIFO for stock investments)
• Retrieves near real-time stock quotes (15-20 minute delayed) periodically from internet
  • Stocks from most US and international exchanges are supported
  • All dependent financial quantities automatically update with share price changes
  • Data refresh interval is configurable from 10 sec or greater
  • Ability to switch between two data sources if one is down, or turn off completely
  • Can manually set stock prices (useful for unlisted or fictitious stocks)
  • Share prices are automatically stored between runs
• Stock splits are fully supported and accounted for when automatically closing stock investments
• Calculates the financial quantities needed when filling out Schedule-D at tax time
• Over 20 financial quantities can be displayed including:
  • Cost basis
  • Capital gain
  • Current and closed values
  • Return, both normal (ROI) and annual (CAGR)
  • Post tax capital gain, value, and returns
  • Unrealized capital gain, value, and returns
  • Open and close dates
  • Term (short or long)
  • Type (stock, interest bearing, or cash)
  • State (open or closed)
  • Number of shares (for stock investments)
  • Tax rate
• Columns can be moved, sized, sorted, or removed completely via preferences
• A Totals row is always visible at bottom of investment table
• Dates and currency formats reflect international settings in system preferences
• Ability to filter list of investments and totals to match various criteria:
  • Date range (YTD, last year, quarter, month, week, day, custom range)
  • State (open or closed)
  • Type (stock, cash, non-cash, or interest bearing)
  • Term (short or long)
  • Can combine filter queries to create many unique combinations
  • Accessible via pulldowns so no typing necessary
  • Totals row always reflects filter subset
• Printing reflects current view, filter subset, and column configuration
• Can check for software updates and optionally download and install them
• Written in Objective-C and Cocoa and utilizes CoreData and bindings
• Universal binary
• All this for just $19.95!

FolioCalc Screenshots

For sample views of most of the windows and panels, see the screenshots page.

Downloading FolioCalc

To get the latest version, visit the download page. It will initially run in trial mode (save is disabled) until activated after purchase with a serial number.

Purchasing FolioCalc

Once you've downloaded it and decide to buy, you can bring up our secure, eSellerate powered web store directly from FolioCalc by selecting "Purchase FolioCalc..." from the application menu or you can visit this same web directly from your web browser. Once purchase is complete, you will receive a serial number which can be entered using the "Activate..." menu from within FolioCalc to fully activate the program. This will enable saving and remove any nag messages.