MS Office Tools

 

Modeling

Others

Finance

 
MODEL ADVISOR Business Software for Everyone  
Why Buy with Us
Check Out
 
Advanced Search
 




Related Sponsors
 
  InvestMate Portfolio Management Software    

InvestMate Portfolio Management Software

Price: US$123.54

Buy Now
What is this Product?

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.

Features
  • Network client/server database support (multi-user)
  • Supports separate portfolios for multiple investors (password protected access)
  • Easy trade management (all trades shown in one clear view)
  • Clear listing of sold instruments (automatically calculated tax, profit/loss)
  • Clear listing of resently held instruments (automatically calculated profit/loss)
  • Day trading function (3 calculators, automatically calc. total situation of short trades)
  • Other expenses (e.g. account charges)
  • Other gains (e.g. account interest)
  • Unlimited editing of instrument list (unlisted instruments can be added)
  • Price History (program saves market prices automatically to the price history)
  • Unlimited editing of traders list
  • Comprehensive reports
  • Easy back-up function

    InvestMate has hundreds of satisfied users. Get InvestMate and ease your investment management!
Screenshots

Support
Comeira Ltd
Guarantee

You can download a Trial version to test if it will suit your needs.

System Requirements
  • Windows 95, Windows CE / Pocket PC, Windows NT, Windows 2000, Windows XP, Windows 98, Windows ME, Windows Server 2003, XP Tablet PC, Windows XP x64, Windows Server 2003 x64, Windows Vista
Prices

US$123.54 InvestMate Portfolio Management Software

Buy Now

 

Related Sponsors
 
Our Sponsors





Related Sponsors
 

 
Help, Comments, Suggestions? Tell Us at: webmaster@modeladvisor.com

©2003-2012 MODEL ADVISOR is a registered trademark of JABS All rights reserved.
Microsoft and Microsoft Excel are registered trademarks of Microsoft Corporation.