Portfolio Accounting Lab v.0.98

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A Windows-based application focused on Research, Reports, Charts for Portfolio Accounting System. Perfect for individuals, finanical advisors and portfolio managers to analysis, research & track investment portfolios.* Research:Show Calculate Data shows the detailed calculation steps for EVERY calculated data in this application!Chart For Calculate Data provides useful charts to analysis your portfolio and data.Rating Introducing rating system to evaluate trade Transaction.* Portfolio Accounting Reports and Charts:Transaction ViewHolding Position includes Market Value ChartUnrealized Gain/LossRealized Gain/LossCash FlowsCash Ledger includes Cash Ledger ChartAccount PerformancePerformance X-ray includes Correlation Matrix, Correlation Chart / Risk Reward / Account Return Chart.Portfolio In PracticeSecurity In Practice* PowerfulSupport Import Transactions from Excel and Review / Manage Import HistorySupport Fund / Stock / ETF / Index / Cash security typesSupport 15 transaction types (include support for Short Selling) in Transaction DetailSupport Rebalance and Systematic InvestmentSupport Export to Excel / Generate PDF Report / Batch ReportTransaction Command Input enables fast transaction input by only typing the keyboardAutomatically generate Dividend(Reinvest) & Split transactions and linked cash transactions.Actions like Copy / Enable / Disable / Aggregate Portfolio* Flexible settingsApplication Setting default setting for applicationDefault Account Setting default setting for account profileDefault Report Setting default setting for account report / charts.Default Rating Setting setting for Rating calculation.Transaction Type Names modify the display transaction type names in applicationInput Command Setting support for transaction types input code in Transaction Command Input

A Windows-based application focused on ... Application focused on Research, Reports, Charts for Portfolio Accounting System ...

setting, transaction, command, default, portfolio, accounting, calculate, reports, import, report, excel, support

 
  • Portfolio Accounting Lab
  • 0.98
  • Portfolio Accounting Lab
  • WinXP, WinME, Win2003, Win2000, Win Vista, Win98
  • Freeware
  • 4.5 Mb
  • 259
  • Free
 
 

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