• Manage any number of international, mixed-currency portfolios, tracking all transactions for any type of asset, with portfolio currency conversion.
• GIPS® (Global Investment Performance Standards) methodology lets you calculate time-weighted portfolio Rate of Return between any dates and meets CFA Institute (AIMR) standards for professional accuracy. Helps you become GIPS-compliant.
• Graph and Analyze securities and market trends using free downloaded price-volume and exchange rate history.
• Portfolio Benchmarking provides "as-invested" comparison of investment returns with indexes or custom-made benchmarks which Investor's Accountant downloads free. Graph portfolio performance alongside your favorite indexes or personally designed benchmarks, and calculate Beta, Volatility, and Risk/Reward Ratio.
• Perform year-round tax planning with YTD Tax Liability, and produce fiscal-year attachments to IRS Schedule D and B.
• Set automatic alerts to signal you for price, value or percent limits, dividend dates, expirations, or short/long-term transitions.
• Produce detailed audit records to fully account for every monetary transfer or securities-related event.
• Produce thorough, professional financial reports including Portfolio Status, Asset Allocation, Realized and Unrealized Gain/Loss (by period, before/after tax, or by acquisition), Rate of Return, Volatility and Risk/Reward, Projected Income and Reconciliation, Income/Cash Activity, detailed transactions, and many more!

2007 Reader's Choice Award - Technical Analysis of Stocks & Commodities Magazine

"A powerhouse program suited for the sophisticated investor...with a rich set of features and reports that place it among the upper class of applications in its field."

"The next generation in comprehensive investment management."

INVESTOR GUIDE