Nassau Street is a portfolio management system for the Brazilian stock market ( B3 ).
Uses and features:
- Manage trade notes and executions. Stock ledger.
- Cash deposits and withdrawals ( financial transactions )
- Google Docs price information ( quotes deferred 15 minutes )
- 1500 instruments ( shares, FIIs, ETFs, BDRs, ADRs, Indexes, Currencies )
- Use default data or make your own customized quote data set.
- Quote updates each 5 minutes, during sessions.
- Maintain multiple accounts.
- Portfolio allocation pie chart.
- Multiple series comparative chart.
- Local database ( not in the cloud )
- Text based database for easy interaction with spreadsheets (via copy-paste)
- Database can optionally be secured for privacy ( password and security code )
- Capital Gain Tax calculation ( Brazilian tax rules for shares, FIIs, ETFs etc ).
- Positions in dec-31, for Brazilian Anual Income Tax Report
- Stock watch list (quotes page) with interactive chart (daily bars since 2016).
- Portfolio trades shown on price chart.
- Airport style quote page. Fun animation with real financial information.
- Speak random quotes.
- Portfolio views ( Positions, Notes, Accounts, Financial report )
