InStep Personal Finance is for hands-on investors who want to protect and grow their investment nest eggs. Users can also get a firm handle on income and expenses to see what they can afford and help plan for the future. Flexible investment tools let users easily consolidate portfolios and prepare graphs with benchmarking to check investment performance over any period of time. Investors can also prepare position snapshots to reconcile statements and check or rebalance portfolio allocations. Gain/loss on investment transactions is calculated using either the average or FIFO cost base method and this information can be used for tax planning purposes before year end. Investment transactions and stock values can be imported from virtually any website and data can be exported for further spreadsheet analysis. Among the special tools available is a net worth calculator used to prepare retirement scenarios. The software also includes basic daily finance functions like income/expense tracking, budgeting and preparing cash flow forecasts to help users stay within their financial means.
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