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Portfolio Analyzer™
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Make Managing Your Investments Easy |
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Organize records of all your investments, track your
transactions, and generate performance and tax reports with this powerful
portfolio manager. Portfolio Analyzer keeps all transaction records for any type of investment for any number of
separate portfolios, and downloads security prices from the internet to show
your current net worth. Generate vital end-of-year reports showing your capital
gains, income, tax basis, etc., as well as estimating your annual results
throughout the year. Professional power in an easy to use package.
- Organize records for all types of investments
- Maintain separate portfolios for yourself, family members, or business
- Produce informative financial and tax reports (including
attachments to IRS schedules B and D)
- Retain historical records of all your transactions indefinitely
- Handles options and futures, stock splits and acquisitions
- Allows manual, imported and downloaded security pricing1
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