Manage Invest is an all-inclusive investment portfolio management tool featuring advanced technical analysis. It caters to various asset types and provides End of Day data for 50 global exchanges.
With Manage Invest, managing your investments will be a breeze. From tracking purchases, sales, revenue and expenses through to processing dividends, distributions, and mergers, all the way to tenant management, the software ensures that every aspect of your investments is accounted for. Attach copies of documents to every event for easy access just like email.
One of the standout features of Manage Invest is the informative charts and crystal clear reports which highlight portfolio performance, the drivers of performance and the exposure of the portfolio to particular risk areas. You can establish planned exposures / allocations and Manage Invest will illustrate how your actual investments compare to your plans. Market value charts can be easily filtered by advisor, broker or fund manager and you can benchmark the performance of the filtered list of assets against one of many benchmarks available.
Additionally, performance and yield analysis can highlight the income and expenses associated with a particular advisor, broker, or fund manager. This provides you with clarity on how much value they have added and at what cost. Manage Invest also includes a technical analysis module that includes 50+ price studies, technical studies, and drawing features presented in clear and easy to read charts that help in decision making.
Manage Invest is ideal for investment clubs as it can handle multiple portfolios with many investors in each portfolio. All activity is tracked individually for each investor, and assets can easily be split between investors. Overall, Manage Invest is a comprehensive investment portfolio management and technical analysis software that provides users with the confidence they need to manage their investments successfully.
Version 2008.9: Supports Windows Vista, Technical Analysis, RSS News Feeds for portfolio assets, Watchlists for exchanges, TWR calculations.
Version 2008.4: Supports Windows Vista (all versions), Technical Analysis charts, RSS News Feeds for portfolio assets.
Version 2007.8: Supports Windows Vista (all versions)
Version 2007.7: Supports Windows Vista (all versions)
Version 2007.5: N/A