Main Features
As of v.0.9.0
- General
- Global view of all watchlists and portfolios with daily and overall totals.
- Refresh all watchlists and portfolios with one click.
- "State" of the GUI (window size, folders tree width, expansion and selection) saved between runs.
- Internet connection preferences, including proxy support (non-authenticating and basic authentication) and connection timeout settings.
- Watchlists
- Unlimited number of watchlists.
- Unlimited number of stocks allowed in a watchlist.
- Daily and overall total for each watchlist.
- Each entry has a "watch start" price on which change calculations are based.
- Many of the columns are editable to easily visualize and explore possible price evolutions.
- Price and ratio views.
- Individual entries can be stared/marked as important.
- Make comments on each entry.
- Copy or move stocks from one watchlist to another.
- Apply a stock split.
- Change a stock's symbol.
- Portfolios
- Unlimited number of portfolios.
- Unlimited number of stocks allowed in a portfolios.
- Daily and overall total for each portfolios.
- Each entry has a buy price and a number of shares which are the basis for gain/loss calculations.
- Entries can be short or long positions.
- Many of the columns are editable to easily visualize and explore possible price evolutions.
- A "Total" line shows the overall performance of this portfolio including monetary gain/loss.
- Configurable "Cash" line allows the tracking of the total value of the portfolio over time.
- Make comments on each entry.
- Copy or move stocks from one portfolio to another.
- Apply a stock split.
- Change a stock's symbol.
- Automatically keeps track of in/out activity in a portfolio. Can also be manually entered.
- Charts
- Dynamic, historical and fast daily price charts.
- Linear, line charts.
- Export any chart to an image (PNG) file.
Future Features
The following is a list of potential features for future versions of Grism. There is no promise or guarantee as to if or when any of these will appear. Nor does their order here represent a prioritization.
NOTE: Should you have an opinion as to the importance of any of these features or you wish to suggest a feature not in the list, don't hesitate to contact us.
- General
- See news (from Yahoo) for a stock.
- Import/export watchlist and portfolios.
- Watchlists
- Configurable columns.
- Portfolios
- Charts
- User preferences for colors, etc.
- Weekly (as opposed to daily) for longer timeframes.
- Bar charts, candlestick charts.
- Multiple graphs per chart for things like 50/200 EMA.
- Comparison charts (comparing 2 stocks).
- Notes/events (up/down earnings, news, user created, etc).
- Sub-chart selection and zoom.