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, specially 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 any type of asset, 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.
Hamilton Software
