| Name: |
Pocket Folio |
| Type: |
Finance |
| Publisher/ Author: |
Kylom |
| Webpage: |
http://www.kylom.com |
| Distribution (Type
/ Price): |
Shareware |
| Version: |
1.0 beta 3 |
| Languages: |
English |
| Machines: |
Nokia 9210, Nokia 9290 |
| Download: |
Here |
|
What you can do with Porfolio:
- Create a list of shares, indices and currencies.Open one or
several accounts. Each account can have its own currency, different
from the user's main currency.
- Record all possible transactions in these accounts: share purchases
and sales, cash or share transfers, dividends, share color=blue>splits,
share options, dividend reinvesment...
- Record the day to day value of indices, share quotes and exchange
rates. These values can be entered manually or color=blue>downloaded
from the web and imported into Porfolio.
- On a machine with a connexion to the web (via a modem), Porfolio
can update quotes by automatic import from Internet.
- Display the day to day status of your holdings in many different
formats: by account, by share, by category (create as many categories
as you wish: Europe, US, Emerging, Bonds,...), with average purchase
costs, present values, potential capital gains... Different screens
are available, including graphic screens.
- Display views of transactions between two dates, detailed by
transaction or summarized, with indication of dividends and other
incomes and expenses, capital gains and losses,...
- Calculate the Internal Rate of Return (IRR) on your investments,
by share or by account.
- Open charts of historical quotes, compare two or more shares,
or one share and one to index, zoom in on a particular period.
- Compare the performance of different shares over any period
of time (6 months, one year, first 6 months of last year,...).
- Print most of the screens and summary reports.
Other features of Porfolio:
- A "Cash" option can be switched On/Off for each account.
All cash transfers in the currency of the account are recorded.
- Whenever quotes are updated in Porfolio, corresponding records
are automatically created in quote history files (this option
can be switched off). It is also possible to import complete history
files at once.
- One can easily change the currency of reference of each account,
all past transactions, average purchase costs,... being instantly
converted to the new currency.
- The user can store formulae for the automatic calculation of
the net cost of transactions, as a function of the number of shares
purchased or sold and the purchase quote.
- Transactions files can be imported from PC applications, through
files in the QIF format.
- Porfolio is one of the rare applications for Series 5 with a
lefthanded option (i.e. with the toolbar on the left). Beware:
you try it, and you will find all other applications so unfriendly
:-)
- The pointer is supported in (nearly) all screens.
|
Copyright
(©) Rafe Blandford
2000-2001 | Last modified: December 21 2001.