The Portfolio Analysis Review software offers stock portfolio analysis for investment clubs interested in optimizing their portfolio. It helps to monitor portfolio performance, risk analysis, and diversification to ensure better investment decisions.
Furthermore, Portfolio Analysis Review offers full integration with Online Premium Service stock data, meaning users can easily access stock data and company performance analysis graphs to make informed decisions. This software also includes improved stock analysis report printouts, earnings announcements alerts, and even an optional cash flow per share on stock data graph feature.
Additionally, Portfolio Analysis Review automatically links to company SEC filings and news sources for added convenience. Users will appreciate the cosmetic improvements and the improved user interface that make the software more user-friendly.
Although there is a limitation to the software, as the Portfolio Analysis Review demo software will function without the use of external data, it contains sample data files already included internally. This limitation does not affect the performance of the software.
Overall, Portfolio Analysis Review is an excellent software product that provides all the necessary features that stock investment clubs require for reviewing stock portfolios in a streamlined and user-friendly way.
Version 1.0.3: N/A