Portfolio V.1 Features

Extras

Free downloads of share price and NAVS data files for registered users .

Unlimited technical support by email .

Free upgrades.

Portfolio

The most comprehensive and affordable portfolio management program for your family or clients.

	Complex analysis with one click .
	Enter only what you need to .
	Cash book.
	Bank accounts.
	Mutual funds.
	Depository accounts.
	Fixed deposits.
	Interest and dividends .
	Splits and mergers.
	Primary mkt, secondary mkt, rights, bonuses, transfer entries.
	Define families or groups for consolidated views of portfolios.
	Passwords for security.
	Day trading transactions with average pricing and profit or loss .
	Single entry for all your buying and selling transactions.
	Automatic updating of your bank passbook with common descriptive narrations.
	Automatic updating of share prices and NAVS.
	Automatic generation of standard letters to companies.
	Current value of your portfolio at anytime.
	Summary and detailed reports of income, expenses, TDS, capital gains, speculative gains, current holdings, average value and cost, deliveries not received, bad deliveries, investments and divestment, bank balances, and many more. . . . .
	Extensive search features.
	All transaction details available for an individual or all applicants together.
	DOWNLOAD

	Personal Edition	Business Edition
Cashbook	Yes	No
Trading Accounts / Transactions	No	Yes
Automatic updating of share prices , NAVS	No	Yes
Consolidated reports for family / groups	No	Yes
Extra reports for individual applicants	No	Yes
Number of applicants allowed	4	No Limit

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