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Portfolio Director Description
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Advanced Portfolio Management
- You get all the benefits of Portfolio Gains & Option
Money plus the tools necessary to manage multiple accounts
and advanced consolidated reporting.
With our other products
you may create as many accounts as you need, but only Portfolio
Director allows you to have one place to go to view information
across all accounts plus a user-interface more geared towards
multiple account management.
Portfolio Director is our most advanced portfolio management
software. It offers you a clear concise way of managing multiple
accounts under one "umbrella". Setting up new accounts
and managing the information is a snap! It offers consolidated
reports, updates, portfolio yields, accounts yields, statistics...and
much more!
This is the software many brokers are using to compliment
their corporate information systems. Small portfolio management
firms and individuals traders use it as their primary means
of tracking their investments and trading accounts.
Reports
Export reports information to tab-delimited text file or send
report to Microsoft Excel
Sub-totals and grand totals for grouped items
Add fields to your reports
Set report front, character size & decimal place accuracy
Dynamically produce pie and bar charts from data in your reports
Customize Grouping of report entries
Export reports to web page format for posting to web sites
or emailing to clients or colleagues
Trade Information
Track Stocks, Stock Options, Mutual Funds & Debt Instruments
(T-Bonds, T-Bills, T-Note, CDs, Municipal Bonds, Savings Bonds
& Corporate Bonds)
Track short sells, splits, mergers, dividend earnings, reinvestments,
deposits, withdrawals, interest fees and earnings, reverse
splits, commissions, SEC fees and more!
Import trade information from brokerage firms directly or
from OIF formatted file
Track Complex Option Strategies (Covered Calls, Calendar Spreads
... and 28 other strategies!)
Document your entry/exit reasons for trades
Attach memos to your transactions, position or company symbols
Trade analysis reports that shows the success rate of your
trading activity
Strategy analysis reports that shows the success rate of your
complex option strategies
Options Analysis
Covered call calculator that uses your portfolio information
to calculate cost basis
Covered call option chain for selecting best play
Simulate option strategy before placing trade
Easily 'right-click' on your option strategies and produce
analysis graphs
View Greeks information by strategy or individual option leg
Track adjust cost-basis for Covered Calls and Calendar Spreads
Copy active strategies to enable what-if analysis
Create your own custom strategies
Attached memo's and trade reasons to complex option strategies
Advanced Reporting
Return on Investment Reporting & Graphing (see ROI Help)
Memorize Reports (save reports for later use)
Monthly statistics reporting (shows Account Value, Total Commissions,
Income, Cash Contributions and many other fields!)
U.S. Tax Reporting
Export Schedule-D Tax Data to Turbo Tax and Tax Cut
Automatic FIFO method
Adjust cost basis of stocks for exercised options
Adjust cost basis of stocks based on Splits and Mergers
Designate Lot Sales to override FIFO method
Potential wash-sale report to help avoid wash-sales
Internationalization
Handles European and Australian style equity options
Setup accounts based on different currencies
Enter & view information based on your country formats
Transactions based on currency / exchange rate
Restate values based on home currency
Keep track of exchange rates for investment conversions
Account Management & Information
Account information resides on your computer, not on the Internet
Unlimited Accounts and Transactions
Backup & Restore functions
Email account information for information sharing
Reports aggregate information across multiple-accounts
A single user interface designed to enable easy management
of multiple accounts
Setup investment allocation goals based on company or sector/industry
Import trade data from multiple brokerage firms into your
OFX enabled accounts in one step
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