Features
Simple to use
You will get more done in less time and with less frustration because Manage Invest
was designed and built with you in mind. Most of the screens look and feel similar,
input is quick and easy and any entry errors are simple to correct.
Guidance and help is available every step of the way with step-by-step guides, video
tutorials, a comprehensive help manual, user forums and email based support. Manage
Invest also includes pre-loaded sample portfolios so that you can try all functionality
without using your ‘real’ data.
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All types of investments in one package
Cash, stocks, mutual funds, options, warrants, CFDs and real estate are all handled
in Manage Invest. Adding or editing asset classes to suit your exact needs is quick
and easy so you can customise Manage Invest to suit your investments.
There is room for 1000 asset types in Manage Invest and you may add an unlimited
number of individual assets.
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Professional portfolio management tools
You will always stay in complete control with the help of Manage Invest, from recording
dividends through adding bonus units to processing depreciation for an investment
property (and much more).
Even complex company takeovers, spin-offs and distributions with a bewildering array
of components are a breeze to record with Manage Invest. Most types of events can
be processed through custom designed screens and accounting entries are created
automatically.
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Automated asset revaluations
Stay up to date with the automated revaluation feature of Manage Invest. It includes
access to end of day data from over 50 exchanges worldwide (valued at over $ 500)
for no additional cost.
Data is delivered straight into the software on-demand. There are no additional
products or subscriptions to buy and no messy downloads or file conversions.
Prices of investments listed on international exchanges are automatically converted
to your portfolio’s base currency using the built-in Foreign Exchange Converter.
This is also powered by an automated data feed and includes up to 6 months historical
data.
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Portfolio performance analysis
Evaluate your portfolio’s components at the click of a button. See how the performance
of groups of assets (or even fund managers and advisors) compare with others, or
a selected index.
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Technical analysis
Enjoy class leading technical analysis features that aid your decision making with
over 80 technical studies and indicators.
Data from over 50 exchanges worldwide (valued at over $500 per year) is included
at no additional cost!
Manage Invest includes a market analysis component which enables users to conduct
price and technical analysis of listed investments.
The price studies include:
Technical analysis features include:
Additionally, Manage Invest includes the following drawing features as part
of technical analysis:
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Professional quality reports and charts
Manage Invest prepares accurate, comprehensive, professional quality reports at
the click of a button. Most reports can be customised through a variety of options
and all can be exported to a range of formats including PDF, DOC (Word) and XLS
(Excel).
Charts serve to provide visual representations of key information. This includes
the comparison of your planned and actual asset allocations among the various categories,
sources of income, destinations of spending, market value variations and portfolio
performance.
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Multiple portfolios, multiple investors
It is easy to manage investment clubs and syndicates with Manage Invest! Manage
Invest is built to handle many portfolios with one or more investors in each. Investor
contribution, withdrawal and equity accounts are created automatically and each
investor may be assigned complete or partial ownership of any assets in the portfolio.
Consolidated financial statements are also simple to prepare. Just select which
portfolios you wish to include, select the reports and click ‘Generate’.
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Internationally capable
Manage Invest is a truly international product which can grow with you as you invest
in international markets. The automated end-of-day data feed includes information
from 50 different exchanges worldwide and prices for international investments are
automatically converted to your portfolio’s selected base currency.
Income tax rules and capital gain rules are built in for a range of portfolio types
in the USA, UK, Canada, Ireland, Hong Kong, Australia and New Zealand. Of course
you can also create your own tax rates, rules or modify those already in Manage
Invest.
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Benefits
Be organised and save time
No more tax time hassles. At the click of a button Manage Invest will create over
a dozen accurate, professional quality financial, investment and investor reports
to supply you with information which would otherwise take days to prepare.
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Gain complete control
No other software tool gives you this level of control over your investments. Manage
Invest puts you firmly in charge and keeps you there with features that range from
simple processing of common events through the preparation of professional reports
to automated revaluations.
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Enjoy a new level of clarity
Manage Invest will show you the whole picture and enable you to drill down to the
smallest detail. You will always know exactly where your money is, how your portfolio’s
components are performing and what risks you may exposed to.
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Minimize tax
Manage Invest will enable you to evaluate the tax effects of your decisions, such
as the allocation of sales between parcels of stocks, before committing the action.
Making the right decision will always have a significant impact on your subsequent
tax liability.
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Improve performance
With clear and complete information about your current investments and the aid of
technical analysis you will be better equipped to improve decision making and thereby
increase the performance of your portfolio.
Managing your exposure to risky assets or evaluating the value added by advisors
and fund managers is quick and easy, allowing you to spend more time on other activities.
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