Investmate Portfolio Management Software allows easy management and value observation of one or more stock portfolios. The portfolios can include stocks, derivatives and fund shares. InvestMate is easy to use due to the clear graphic user interface.
Portfolios
It is possible to enter unlimited amount of different portfolios into the software. You are able to create for instance each family member his or her own portfolio and manage each portfolio as an entity. If needed, the information of each portfolio can be protected with a password.
Trading Management
Management of all trades is done on one screen; this makes the programme using easy. Through the same screen it is possible to add, edit and delete trades or to perform a split to a chosen trade.
Bonds that have been sold
You are able to view the situation of the sold bonds on a clear interleaf. The software calculates the value of separate trades as well as the value of all trades. It also calculates commissions, profit percentage, amount of taxes and profit/lost. It is also possible to print out a report of all sold bonds.
Bonds that are possessed
You are able to view the situation of the possessed bonds on a clear interleaf. The software calculates the value of separate trades as well as the value of all trades. It also calculates commissions, profit percentage, amount of taxes and profit/lost. It is also possible to print out a report of all possessed bonds.
Short Trade
The software contains three short trade calculators. They are very convenient in following the situation of the short trades even in fast exchange rate changes. The software can also calculate the entire situation with considering all the running short trades in the calculation. With the help of the calculators you are able to check rapidly the result of the established trade.
Other Expenses
It is also possible to enter into the software such investment action expenses that are not related to any separate trade (for instance account charges). If the user wants, the software considers such others expenses in the calculation of the entire situation. If needed, the expenses that have been input to the portfolio can be printed out as a report.
Other Revenues
It is also possible to enter into the software such investment action profits that are not related to any separate trade (for instance interests of the investment account). If the user wants, the software considers such others profits in the calculation of the entire situation. If needed, the profits that have been input to the portfolio can be printed out as a report.
Securities
You are able to enter unlimited amount of different securities into the software. You are also able to edit the security list of each portfolio.
Brokers
It is possible to enter brokers` information into the software. The user is also able to define the charging mode of the most common commission. The commissions of the input trades are calculated based on the charging mode. If needed, the charging mode can be changed in each trade.
Reports
The program features a printout menu facilitating the printing of different reports. You can choose whether the reports shall be printed to MS Word, to preview mode or directly on paper.
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