Freeware-ka aan maanta ku eegnay qoraalkan waa wax aan caadi ahayn. Ma aha nidaamkaaga caadiga ah ama wax la xidhiidha Windows gaar ahaan. Qalabka aan maanta helnay waxaa loo yaqaan TakeStock 2 , waana software ka buuxa maareynta maalgashiga shakhsi ahaaneed^{(personal investment management software)} ee Windows . In kasta oo qalabku lahaan karo dhegaystayaal xaddidan sababo la xidhiidha adeegsigiisa iyo shuruudaha adag ee maaliyadda, waxa la sheegay in uu yahay kan ugu fiican adduunka.

TakeStock 2 software Maareynta Maalgelinta Shakhsi ahaaneed^{(Personal Investment Management)}

Marka si cadaalad ah loo hadlo, TakeStock 2 waxa^{(TakeStock 2)} ay u muuqatay wax yar adag in la fahmo meesha ugu horeysa sababtoo ah aqoon la'aanteyda ku saabsan maalgashiga iyo sida ay u shaqeeyaan. Laakin sida ugu dhakhsaha badan ee aad u dhex gasho hagaha adeegsadaha, waxaad baran doontaa dhammaan sifooyinka qalabka iyo sida loo isticmaalo nolosha dhabta ah.

Qalabka ayaa markii hore la sii daayay 2002-dii waxaana dib loo qoray oo haddana la sii daayay iyada oo la casriyeeyay iyo sifooyin cusub. Horumariyuhu wuxuu sheeganayaa in aaladda ay u isticmaaleen maalgashadayaasha xirfadlayaasha ah ee kala duwan ee adduunka oo dhan si ay u helaan go'aamo la xidhiidha maalgashiga.

Adigoo isticmaalaya TakeStock , waxaad si fudud ula socon kartaa waxqabadka saamiyadaada, ETF^(ETFs) -yada iyo lacagaha la wadaago. Qalabku wuxuu ka soo qaadan karaa xogta ilo kala duwan oo ay ku jiraan Yahoo Finance , TakeStock ( Canada ) Sanduuqa^{(Mutual Funds)} wadaaga ah , MoneyControl ( India ), Ururka ^{(Association)}Sanduuqa Wadajirka^{(Mutual Funds)} ah ( India ) iyo Australian Securities Exchange .

Si aad u bilowdo qalabka, waxaad u baahan tahay inaad abuurto Portfolio . Boorashyo badan oo badan ayaa loo kala saari karaa galal kala duwan si fududna waa loo geli karaa. Marka portfolio la sameeyo, waxaad bilaabi kartaa inaad ku darto macaamilkaaga iyo boosaska. Qalabku wuxuu ku siinayaa doorashooyin kala duwan si aad si sax ah u galiso una baarto xogtaada.

Portfolio, waxaad ku arki kartaa boosaska la hayo ama la iibiyo. Waxaa intaa dheer, waxaad arki kartaa dhammaan macaamilada aad duubtay. Qalabku wuxuu si otomaatig ah u xisaabin doonaa qiyamka ay ka midka yihiin faa'iidada aan la xaqiijin iyo^(Gain) sinnaanta xad^{(Marginal Equity)} dhaafka ah .

Muuqaal kale oo xiiso leh oo halkan lagu bixiyo waa sawir-qaadista faylalka. Si fudud ayaad sawir uga qaadi kartaa dhammaan faylalkaaga oo keydso. Sawiradani waxay kaa caawin karaan marxalad danbe oo aad la socon karto taariikhda faylalkaaga.

TakeStock gabi ahaanba waa bilaash mana soo bandhigto wax xayaysiis ah, taas oo ah aqoonsiga aalad wanaagsan. Waxaad samayn kartaa faylalka badan ee aad rabto waxaadna ku dari kartaa wax kala iibsiga. Xitaa waxaad ku dari kartaa faallooyin iyo qoraallo gudaha faylalka.

Qalabku wuxuu ku yimaadaa qaab rakibe iyo qaab la qaadi karo labadaba. Tag kala duwanaanshaha rakibaha haddii aad sida caadiga ah u isticmaali lahayd qalabkan nidaamkaaga ama waxaad soo dejisan kartaa nooca la qaadi karo haddii aad u malaynayso inaad bedesho kombayutarada. Nooca la qaadi karo ma kaydin doono wax xog ah mishiinka martida loo yahay, wax walba waxa lagu kaydin doonaa wadista la qaadi karo. Caadi ahaan, xogta la xidhiidha maalgashiyada waa xasaasi oo nooca la qaadi karo ayaa si fiican u daryeelaya.

Waxa kale oo jira addon daruur bilaash ah oo diyaar ah kaas oo kuu ogolaanaya inaad si ammaan ah ugu kaydiso xogtaada daruuraha TakeStock . Xogta waxaa la isku waafajiyay dhammaan aaladaha iyadoo la adeegsanayo shahaadooyin isku mid ah waxaana wareejinta lagu sameeyaa shabakad sir ah. Ku-darka daruurtu way fiican tahay haddii aad ku isticmaasho kombiyuutaro kala duwan guriga iyo shaqada.

Marka laga reebo taas, qalabku wuxuu kuu ogolaanayaa inaad kaydiso ama soo celiso xogtaada iyo ka soo celinta daruuraha ama faylasha. Waxaa intaa dheer, waxaad xitaa daabacan kartaa xogta ama waxaad u kaydin kartaa PDF ahaan si aad ula wadaagto dadka kale.

TakeStock waa aalad aad u fiican oo lagu maareeyo maal-gashi shaqsiyeed. Qalabku waa sahlan yahay in la isticmaalo haddii aad leedahay faham iyo amar ku saabsan shuruudaha aasaasiga ah ee loo isticmaalo bangiyada maalgashiga. Hagaha adeegsaduhu si fiican buu u qoran yahay oo dabeecad ahaan aad buu u sharraxayaa. Waxaad si fudud u ogaan kartaa sida loo isticmaalo qalabkan si aad u maamusho maal-galintaada. Waxaa dheer sifooyinka sida daruurta iyo awoodda aad xogta uga soo qaadan karto bixiyeyaasha kala duwan waxay ka dhigayaan xirmo weyn. Riix halkan^(here)(here) si aad u soo dejiso TakeStock 2.

Maareeyaha Portfolio Investment Zoom^{(Zoom Investment Portfolio Manager)} waa software kale oo bilaash ah oo Maareynta Maalgelinta Shakhsi ahaaneed oo aad rabto inaad hubiso.^{(Zoom Investment Portfolio Manager is another free Personal Investment Management software you may want to check out.)}

TakeStock 2: Free Personal Investment Management software for Windows

The freeware that we’ve reviewed today in this post is somewhat unconventional. It is not yоur usual system tool or something that is related to Windows in particular. The tool that we’ve got today is called TakeStock 2, and it is a feature-filled personal investment management software for Windows. Although the tool might have a limited audience due to its application and complex terms from finance, it has been claimed to be the world’s best.

TakeStock 2 Personal Investment Management software

Fairly speaking, TakeStock 2 seemed a little difficult to understand in the first place because of my lack of knowledge about investments and how do they work. But as soon as you dive into the user guide, you get to know all the features of the tool and how to use them in real life.

The tool was initially released in 2002 and has been rewritten and released again with upgrades and new features. The developer claims that the tool has been used by various professional investors worldwide for investment related decisions.

Using TakeStock, you can easily track the performance of your stocks, ETFs and mutual funds. The tool can fetch data from various sources including Yahoo Finance, TakeStock (Canada) Mutual Funds, MoneyControl (India), Association of Mutual Funds (India) and Australian Securities Exchange.

To get started with the tool, you need to create a Portfolio. Numerous portfolios can be separated into different folders and can be easily accessed. Once a portfolio is created, you can start adding your transactions and positions. The tool provides you with a variety of options so that you can accurately enter and examine your data.

In a portfolio, you can view the held or sold positions. Moreover, you can view all the transactions you recorded. The tool will automatically calculate values such as Unrealized Gain and Marginal Equity.

Another interesting feature offered here is portfolio snapshot. You can easily take a snapshot of your entire portfolio and save it. These snapshots can help you at a later stage where you can track your portfolio’s history.

TakeStock is entirely free and does not display any advertisements, which is an identification of a good tool. You can create as many portfolios as you want and add as many transactions. You can even add comments and notes inside a portfolio.

The tool comes in both installer and portable format. Go for the installer variant if you would usually use this tool on your system or you can download the portable version if you think you might switch computers. The portable version would not store any data on the host machine, everything will be stored on the portable drive. Usually, the data related to investments is sensitive and the portable version takes good care of it.

There is also a free cloud addon available that lets you securely backup your database to TakeStock cloud. The data is synced across all the devices using same credentials and transfers take place over an encrypted network. The cloud add-on is good if you use different computers at home and work.

Apart from that, the tool lets you backup or restore your data to and from cloud or files. Moreover, you can even print the data or save it as a PDF to share it with other people.

TakeStock is a great tool to manage personal investments. The tool is fairly simple to use if you have an understanding and command over the basic terms used in investment banking. The user guide is well written and very descriptive in nature. You can easily find out how to use this tool to manage your investments. Plus the features such as cloud and ability to fetch data from various providers make it a great package. Click here to download TakeStock 2.

Zoom Investment Portfolio Manager is another free Personal Investment Management software you may want to check out.

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