| Name: |
Portfolio |
| Type: |
Finance |
| Publisher/ Author: |
Kylom |
| Webpage: |
http://www.kylom.com |
| Distribution (Type / Price): |
Shareware |
| Languages: |
|
| Machines: |
Nokia 9210, Nokia 9290 |
Portfolio is by the same author as Monnaie
(one of the first program available for download). Portfolio is
currently being ported from an ER5 version. The information below
is from the Kylom website and refers to the ER5 version of
the software. Thanks to the author for this information.
Some users of Porfolio monitor one single
account with a few shares. Others manage dozens of lines of investment
in several accounts, all in different currencies. All of them
have complete control of their holdings, with easy access to details
of past transactions and historical quotes or synthetic views of
their investment's performance.
What you will 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 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 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.
|
Copyright
(©) Rafe Blandford
2000-2001 | Last modified: September 19 2001.