Manage Invest is a professional level investment selection, portfolio management and performance evaluation solution. It enables you to manage all of your investments (financial, physical, derivative and fixed income) in one place. Manage Invest provides you with complete control and visibility of all of your investments, income and expenses. You can easily analyze asset performance based on asset classes, investment categories, brokers, advisers, fund managers and GICS sectors. Set targets for your investment allocations and see your real exposure to various investment categories. Manage Invest can produce a full range of financial, investment and transaction reports and includes a charting and technical analysis module with dozens of customizable indicators. End of day stock market data (including historical data) and FX data for automated currency conversions are provided at no extra cost.
Version 2008.9 includes GIPS compliant time-weighted return calculations as well as automated newsreaders and watchlists. The data driving this functionality is delivered for no additional cost. Finally, this version adds tax optimisation options for financial asset sales.
What is new in this release:
Version 2008.9 includes GIPS compliant time-weighted return calculations as well as automated newsreaders and watchlists. The data driving this functionality is delivered for no additional cost. Finally, this version adds tax optimisation options for financial asset sales. Also new in this version is extensive functionality for the management of bonds and other fixed income instruments.
Requirements:
Windows NT/2000/XP/2003 Server/Vista
Limitations:
30-day/200-use trial
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