Manage Invest enables you to track, manage and control all of your investments, income and expenses for one or more portfolios.
Manage Invest enables you to track, manage and control all of your investments, income and expenses for one or more portfolios. Every portfolio can have an unlimited number of investors, fund managers, brokers, assets, asset allocation categories, bank accounts and more.
You can produce any standard financial report and many detailed asset and investor reports. Reports can be exported to PDF, DOC, XLS.
Run in-depth analysis of the performance of investments, compare against each other or a benchmark. See the sources of income and expenses by type, account and more.
The software handles investments in
-financial assets such as cash, stocks, mutual funds, bonds and more
-physical assets like property, vehicles, artwork, etc
-derivatives such as options and futures
You can configure all asset classes to cater for your profile.
End of day data and currency conversions included for easy and quick revaluations.