Include portfolio accounting reports like performance/position/gain loss/cash ledger report. Super research functionality: show the detailed calculation steps for every calculated data in this application and introducing rating system to evaluate trade timing. More than 10 report charts including correlation matrix, risk reward, account/security return chart. Automatically generate dividend (reinvest) & split/cash/rebalance and systematic investment transactions automatically pop up security suggestions as you type security ticker or name. Functionality like export to Excel/PDF reports/copy/enable/disable/aggregate portfolios.
File Size4.51 MB
Operating System Windows Windows Vista Windows 7 Windows 2000 Windows XP Windows Me
System Requirements.NET Framework 3.5, Microsoft Excel 2000, Adobe Reader 5.0