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| Version | Date Released | Status | Release Notes |
| Portfolio Manager 1.5 | Aug 21, 2008 | Major Update | Australian capital gains tax report Added account name and column totals to the reports Added support for SWX Swiss Exchange Now detects and uses default proxy configuration Minor bug fixes |
| Portfolio Manager 1.3 | Jan 3, 2008 | Minor Update | New columns, ability to sort all columns, more advanced reporting with 3 new report types, multiple accounts, watch list. |
| Portfolio Manager 1.21 | Jan 6, 2008 | Minor Update | Added accounts, new columns, better support for overseas markets |
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| TraderXL Pro All-in-one investment solution for Microsoft Excel |