Designed by professional money managers and used worldwide by computerized investors since 1985, Portfolio Manager provides investors with many tools to improve investment decisions and track their investment records. Portfolio Manager's intuitive design - including a Quick Portfolio Setup feature - allows users to immediately benefit from the program's comprehensive features.
Portfolio Manager's features:
- Comprehensive investment tracking features for a variety of asset types: cash, money market funds, US Governments, agencies, tax-exempt bonds, corporate bonds, preferred stocks, mutual funds, common stocks, options, investment clubs and other investments.
- Quick Portfolio Setup using your most recent brokerage statement.
- Detailed transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, spin-off and mergers, return of capital, and dividend reinvestment plans (Drips), and security transfers.
- Security lot assignment: first-in first-out, last-in last-out, average cost, specific identification.
- More than 35 professional reports and graphs summarizing your investment portfolios by showing: current value, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, portfolio allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more.
- Multiple portfolio management - separately track each of your investment accounts with quick combination reporting.
- Customizable reports.
- Historical reports: filter the reports for any date range or past date.
- Security and portfolio analysis- examine asset allocation, portfolio diversification, P/Es, betas, rank and rating.
- Fundamental analysis and security screening.
- Target portfolio asset allocation reports: compare your holdings to your predefined targets or to a benchmark portfolio.
- Mutual fund classification by objective, diversification, and asset allocation analysis. Drill down into your mutual funds to find your portfolio's true diversification and allocation.
- Common stock industry and size classification and diversification analysis.
- Measure performance using the time-weighted internal rate of return.
- Price your securities via the internet.
- Links to both: S&P Stock Data Service and S&P Mutual Fund Data Service to automatically download stock and fund analysis data.
- Import Stock Selection Guide results from other BetterInvesting software.
- Price alerts monitor your securities.
- Data importing /exporting to other BetterInvesting program, other popular applications software including the most popular spreadsheet and word processing programs: QIF, PDF, XLS, etc.
- Automatic backup and restore features.
- A detailed online help system.
- 6 months free support and access to maintenance releases.
- FREE 45 day demo version available.
- See how Portfolio Manager Software integrates S&P Mutual Fund Data Service.
Launch Presentation
