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Investor's Accountant™
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Combine Global Portfolio Management with Investment Analysis,
and Give Yourself the Professional Edge |
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A comprehensive toolset for the global investor. Take control of worldwide opportunities with a multi-currency portfolio manager and analysis system
that organizes all types of securities and transactions for any number of portfolios.
Calculate accurate performance for portfolios and portfolio groups (meeting GIPS®
standards1), produce
professional status and tax reports, and analyze individual securities with one integrated system.
- Manage any number of international,
mixed-currency portfolios, tracking all transactions for any type of
asset, with portfolio currency conversion.
- GIPS® (Global Investment Performance
Standards) methodology gives you time-weighted portfolio
Rate of Return between any dates and meets CFA Institute (AIMR) standards for professional accuracy.
Helps you become GIPS-compliant.
- Graph and Analyze securities using free downloaded price-volume and exchange rate history.
- Portfolio Benchmarking provides "as-invested" comparison of investment returns with indexes or custom-made benchmarks downloaded free2. Graph portfolio performance alongside
market indexes or personally designed benchmarks,
and calculate Beta, Volatility, and Sharpe Ratio.
- Perform year-round tax planning
with YTD Tax Liability, and produce fiscal-year attachments to IRS Schedules B and
D.
- Set automatic alerts to
signal you for price, value or percent limits, dividend dates, expirations, or short/long-term transitions.
- Produce detailed audit records to fully account for every monetary transfer or
securities-related event.
- Produce thorough, professional financial
reports including Portfolio Status, Asset Allocation, Realized and Unrealized
Gain/Loss (by period, before/after tax, or by acquisition), Rate of Return,
Volatility and Risk/Reward, Projected Income and Reconciliation, Income/Cash Activity, detailed transactions, and many
more!
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2007 Reader's Choice
Award - Technical Analysis of Stocks & Commodities Magazine |
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"A powerhouse program suited for the sophisticated
investor...with a rich set of features and reports that place it among the upper class of applications in its field." |
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"The next generation in comprehensive investment management." |
INVESTOR
GUIDE |
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Investor's Accountant™ |
$349.95 USD |
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| Upgrade to Latest Version |
$99.95 USD |
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1
This software uses methods described by GIPS® for rate of return calculations.
Full GIPS® compliance is composed of many components of which calculation methodology is only one.
The user bears full responsibility for the use and interpretation of this program and its output in accordance with GIPS® guidelines.
This software does not and cannot claim "compliance" with GIPS®. It claims only to follow some of the
guidelines contained within the standard relating to calculation methodology.
2
Historical benchmark data is downloaded from Yahoo!® and Russell® upon user
request and is limited to data made freely available by those websites.
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