Make Managing Your Investments Easy
Organize records of all your investments, track your
transactions, and generate performance and tax reports with this powerful
portfolio manager. Portfolio Analyzer keeps all transaction records for any type of investment for any number of
separate portfolios, and downloads security prices from the internet to show
your current net worth. Generate vital end-of-year reports showing your capital
gains, income, tax basis, etc., as well as estimating your annual results
throughout the year. Professional power in an easy-to-use package.
- Organize records for all types of investments.
- Maintain separate portfolios
for yourself, family members, or
- Create vital financial and tax reports
to IRS schedules B and D.
- Track options, futures, stock splits, acquisitions, and more.
- Retain historical records
of all your transactions indefinitely.
- Download or import security prices.1
Simplify and Build a Better Portfolio.
Knowing how your investments are positioned is vital, whether you
manage them yourself or entrust them to a broker. Obtaining that information
accurately requires a dedicated portfolio management system designed to handle a
broad range of complex investment activity. Portfolio Analyzer lets you easily
manage your investments now, and gives you a powerful platform for future
Track all types of assets and transactions for many separate portfolios.
Know your net worth. Know your rate of return. Understand your tax liability,
and produce flexible financial reports.
Get peace of mind from knowing that all the information needed to reconstruct
your estate is at your fingertips, and your assets are positioned to meet
your investment objectives. You can produce reports for
portfolios, portfolio groups, securities, or security types.
Get Instant Portfolio Status, listing all your positions and current values
(with totals from selectable combinations), with real-time pricing.
Quickly see each portfolio's asset allocation and period-to-date gain or loss.
Internal Rate of Return by security or portfolio, and Detailed Gain/Loss
reveals dollar and percentage performance before and after tax for every
investment. Other reports include Income/Cash Activity, Calendar-projected Income,
Gain/Loss by Acquisition, detailed portfolio transaction listings, security
descriptions, and personal account information.
Attachments to IRS Form 1040 Schedules B and D
provide annual interest, dividends, capital gains, distributions, and return of
capital. Year-to-date federal and state Tax Liability, enabling year-round tax
planning and help in preparing estimated taxes, is obtainable for any portfolio
or portfolio group. Tax calculations use portfolio owner tax rate and rules for
capital gains treatment applicable to the reported year.