A full-featured, easy to use investment management system … simply record your investment transactions and instantly create reports for analyzing your portfolio holdings & preparing your tax filings.

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Product Capabilities

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• Common and preferred stocks
• Mutual funds, options, and warrants
• Bonds, T-bills & other fixed income instruments
• Dividends,interest income, capital gain distributions
• Interest expense and withholding taxes
• Mutual fund distributions and reinvestments
• Special ACB adjustments and stock splits
• Records and converts foreign currency denominated securities.
• Reports for viewing your: Portfolio,Transaction history, Capital gains (including tax reporting and Account Information

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Special Features

• Ideal for accountants and financial advisors, for managing both your and clients investments and produce the reports needed
• Permits users to create multiple portfolios on the system and allows each individual portfolio to have a multiple number of brokerage accounts
• All income and capital gains calculated in accordance with Canadian income tax laws
• This program allows you to update stock prices manually or import from an external source
• Password Security
• Record multiple foreign currency exchange rates
• Free email technical support

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