Manage Invest is a comprehensive investment portfolio management and technical analysis software package. It can handle all types of investments, grouped into three categories: standard financial assets such as stocks and bonds; derivative financial assets like options; and physical assets like property.This system can do it all, from tracking purchases, sales, revenue and expenses through to processing dividends, distributions (incl. tax deferred income), mergers, spin-offs, bonus units issues, splits, short selling, depreciation processing for physical assets, tenant management and much more. You can also attach copies of documents to any event (as you would in an email), so paperwork is always easy to find.Users of Manage Invest gain new insights into their portfolio through informative charts and crystal clear reports which highlight portfolio performance, the drivers of performance and the exposure of the portfolio to particular risk areas. You can establish planned exposures / allocations and Manage Invest will illustrate how your actual investments compare to your plans.Market value charts can be easily filtered by advisor, broker or fund manager and you can benchmark the performance of the filtered list of assets against one of many benchmarks available. Additionally, performance and yield analysis can highlight the income and expenses associated with a particular advisor (person, company, newsletter or system), broker or fund manager so that you get a clear picture of how much value they have added and at what cost.Manage Invest also includes a technical analysis module which includes 50+ price studies, technical studies and drawing features presented in clear and easy to read charts which help in decision making.Manage Invest can handle multiple portfolios with many investors in each portfolio; making is ideal for investment clubs. All activity is tracked individually for each investor and assets can easily be split between investors.
Personal Portfolio Manager 7.0.5
Investment portfolio management and analysis for individual investors. The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system ...
Fund Manager - Professional 7.5
Portfolio Management for Professional Traders Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes ...
Fund Manager - Advisor 7.7
Portfolio Management for Investment Advisors Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes ...
Fund Manager - Advisor 7.5
Portfolio Management for Investment Advisors Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes ...
Magic Charts 2.6.3
Tool to easily follow the stock market using Point and Figure charts.Get a set of updated charts everyday in your mailbox (or if you preferdownload the charts files from our website)We have charts of the following markets:USUS mutual funds, ETF's and ...
TradeTrakker Deluxe 2.7
TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful ...
Portfolio Evaluator + 1.2
program tracks your investment's performance for stocks,bonds,mutual funds, etc. This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate ...
AnalyzerXL 6.1.19
Technical analysis, stock quotes, investment portfolio in Microsoft Excel Powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkQuotesXL, RTQuotesXL, OptionsXL and PortfolioXL.
AnalyzerXL is a library of 165 technical ...
Leverage for Real Estate Investment 4
Do a Real Estate Deal, Step by Step the easy way. Real Estate Investment Financing Software for individual investors and landlords for valuating deals and real estate investment opportunities based on rental income. Easy as a playing a video game. Cashflow ...
QuoTracker 2.3
Track world-wide stocks & US/Can. mutual funds & personal portfolios QuoTracker is a tool which facilitates the monitoring and tracking of your investment in global stock markets and US/Can. mutual funds. It collects and connects information (chart, quote, news, profile etc.) from different free Internet services, puts ...