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Portfolio
Investment Analyzer software is an investment record keeping, performance
measurement and portfolio management reporting tool designed for professional
money managers, for sophisticated individual investors, and for others
entrusted with managing investment assets. Portfolio Investment Analyzer is
designed to assist the money manager in growing their business.
Portfolio
Investment Analyzer timesaving features important to professional money
managers, Real-time reporting, portfolio re-balancing and client contact
management. Portfolio Investment Analyzer allows you to maintain complete
records of all portfolio transactions, Real-time periodically value your
portfolios, compute investment return on investment (ROI) performance, and
generate reports and graphs.
Return
On Investment (ROI) measures provide you with feedback on your investment
selection and timing, allowing you to fine-tune your investment methodology to
achieve improved after-tax returns. Portfolio Investment Analyzer ROI is
computed using the internal rate of return method. ROI's can be computed for
individual securities, groups of securities, portfolios or groups of
portfolios, before and after taxes and before and after commissions and fees.
Portfolio
Investment Analyzer simplifies capital gains reporting, and can reduce your
capital gains taxes. Specific, Average and FIFO are supported.
Portfolio
Investment Analyzer offers you a detailed income reports to meet your needs.
Portfolio Investment Analyzer offers even more reporting power such as the
ability to generate reports containing data merged from multiple accounts.
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