Manage Invest is a comprehensive investment portfolio management and technical analysis software package. It can handle all types of assets and includes end of day data access to 50 major exchanges worldwide.
Version: 2008.9Manage Invest is a comprehensive investment portfolio management and technical analysis software package.
License: Free To Try $370.00
Operating System: Windows
It can handle all types of investments, grouped into three categories: standard financial assets such as stocks and bonds; derivative financial assets like options; and physical assets like property.
This system can do it all, from tracking purchases, sales, revenue and expenses through to processing dividends, distributions (incl. tax deferred income), mergers, spin-offs, bonus units issues, splits, short selling, depreciation processing for physical assets, tenant management and much more. You can also attach copies of documents to any event (as you would in an email), so paperwork is always easy to find.
Users of Manage Invest gain new insights into their portfolio through 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 (person, company, newsletter or system), broker or fund manager so that you get a clear picture of how much value they have added and at what cost.
Manage Invest also includes a technical analysis module which includes 50+ price studies, technical studies and drawing features presented in clear and easy to read charts which help in decision making.
Manage Invest can handle multiple portfolios with many investors in each portfolio; making is ideal for investment clubs.
All activity is tracked individually for each investor and assets can easily be split between investors.
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)