Portfolio Management Solutions for All Investors

Designed by professional money managers and used by investors Worldwide since 1985, Portfolio Manager provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions!

BetterInvesting Portfolio Manager’s features include:

• Comprehensive investment tracking features for a variety of asset types: cash, money market funds, US Governments, agencies, tax-exempt bonds, corporate bonds, preferred stocks, mutual funds, exchange traded funds, common stocks, options, investment clubs and other investments.
• Portfolio Setup Wizard provides step-by-step portfolio creation.
• Download your current balances and transaction activity from your financial institution (if available).
• Detailed transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, spin-off and mergers, tender/exchanges, return of capital, dividend reinvestment plans (Drips), and security transfers.
• More than 40 professional reports summarizing your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more.
• Multiple portfolio management – separately track each of your investment accounts. Collectively manage all of your investment accounts.
• Cross-referencing by security name, portfolio objective.
• Easy combination / duplication of existing portfolios.
• Combine multiple portfolios on a single report.
• Customizable reports.
• Filter reports for any date range.
• Price your securities via the Internet.
• Download broker activity from leading financial web sites.
• Price alerts to monitor your securities.
• Graph your portfolios’ performance, income, asset allocation, diversification, and maturity schedule.
• Common stock industry/sector and size classification and diversification analysis.
• Fundamental ratio analysis for common stocks.
• Portfolio asset allocation analysis, including the proportional impact of mutual fund holdings.
• Set portfolio target allocations, and identify any rebalancing requirements.
• Mutual fund analysis including diversification, performance, turnover and more.
• Analyze your performance using the time-weighted internal rate of return method and then compare your result to the market indexes.
• Create historical pricing databases to recreate historical portfolios: "as of" and "from-to" analysis.
• Download stock and mutual fund data from BetterInvesting’s web site.
• Easy internet links to other popular investment web sites.
• Security lot assignment: first-in first-out, last-in last-out, average cost, specific identification
• Built-in calendar and diary to record important dates and reminders.
• Data importing /exporting to other BetterInvesting programs, other popular applications software including the most popular spreadsheet and word processing programs.
• Automatic backup and restore features.
• Batch processing of reports to allow for unattended report generation.
• Dual user modes: beginner and advanced.
• A detailed online help system for answers and hints to learn the program.

Minimum System Requirements:

• Pentium Class Processor
• 512 MB RAM
• 120 MB Hard Drive Space
• Microsoft Windows XP
• 1024x768 Resolution
• CD-ROM Drive

Recommended System Requirements:

• Pentium Class Processor
• 1 GB RAM
• 120 MB Hard Drive Space
• Microsoft Windows XP or Vista
• 1024x768 Resolution
• CD-ROM Drive
• Internet Access
• Subscription to BetterInvesting™ Stock and Mutual Fund Data Services
• Subscription to BetterInvesting™ Online Analysis Tools

Pricing:

• $129 BetterInvesting Members
• $169 non-BetterInvesting Members
• $65 Upgrade; Requires Previous Portfolio Manager v4
• Includes 6 Months Technical Support
• To Order: 877-275-6242 ext 4.