Knowing how your investments are positioned is vital, whether you manage them yourself or entrust them to a broker. Obtaining that information accurately requires a dedicated portfolio management system designed to handle a broad range of complex investment activity. Portfolio Analyzer lets you easily record, manage and analyze your investments now, and gives you extra power to grow in the future.

Portfolio Analyzer tracks all types of assets, retains records of all transactions for many separate portfolios, produces flexible financial reports, performs associated tax calculations, and best of all, makes it easy.   Know your net worth. Know your rate of return. Understand your tax liability. Get peace of mind from knowing that all the information needed to reconstruct your estate is at your fingertips, and your assets are positioned to meet your investment objectives.  Portfolio Analyzer makes recording and organizing complex financial data easy, and produces analytical reports for portfolios, portfolio groups, securities, or security types.

Your Portfolio Status, listing all currently held investments and their value (with totals from selectable combinations), is always at your fingertips. Quickly see each portfolio's asset allocation and period-to-date gain or loss.  A detailed Gain/Loss report reveals dollar and percentage gain/loss before and after tax for every investment, and Rate of Return reports calculate Internal Rate of Return for any security or portfolio.

Tax reports formatted as attachments to IRS Form 1040 Schedules B and D provide annual interest, dividends, capital gains, distributions, and return of capital. Year-to-date federal and state Tax Liability, enabling year-round tax planning and help in preparing estimated taxes, is obtainable for any portfolio or portfolio group. Tax calculations use portfolio owner tax rate and rules for capital gains treatment applicable to the reported year.

Other reports include Income/Cash Activity, Calendar-projected Income, Gain/Loss by Acquisition, detailed portfolio transaction listings, security descriptions, and personal account information.