Portfolio Management
Made Simple
Track your investments, analyze performance, and manage your portfolio with a powerful desktop application designed for serious investors.
Download for Windows
Version 1.0.36 • 64-bit • ~60 MB
Windows 10/11 • Includes automatic updates
⚠️ First-time install? PortMain requires SQL Server LocalDB to be installed on your computer.
Follow the Setup Guide for step-by-step instructions before running PortMain.
Key Features
Portfolio Tracking
Track multiple portfolios with real-time position updates, performance metrics, and comprehensive reporting.
Transaction Management
Record and manage all your transactions including buys, sells, dividends, and corporate actions.
Options Analysis
Analyze put and call options with built-in calculators for return percentages and potential gains.
Tax Lot Tracking
Maintain detailed tax lot records for accurate cost basis tracking and tax reporting.
Data Import
Import transactions and positions from CSV files with smart mapping and validation.
Auto Updates
Stay current with automatic updates that seamlessly install new features and improvements.
System Requirements
- Windows 10 or Windows 11 (64-bit)
- 4 GB RAM minimum (8 GB recommended)
- 500 MB available disk space
- SQL Server 2022 LocalDB (must be installed separately — see Setup Guide)
- Internet connection for price updates