Manage Invest is an easy to use, yet very powerful investment portfolio management and market analysis software package designed and built for use by individual investors, small fund managers and investment clubs. Features specifically related to the management of portfolios based in Ireland include:

• Income tax and capital gains tax (20% and 40%) calculations
• VAT at calculations at 0%, 13.5% and 21% with VAT reporting
• All indexation rules for capital gain calculations
• Automatic conversion to and from EUR and dozens of other currencies

Manage Invest highlights:

• All investment types in one package (stocks, options, futures, real estate, collectibles, art and more)
• Fast and simple revaluations and performance tracking
• Includes tax rates, with customisable income (separate capital gain) rules and rates
• Automatic capital gains tax calculations during sale
• In depth performance analysis by asset type, fund manager, asset class etc. with benchmarking
• Technical analysis features with dozens of customisable studies and indicators
• Unlimited number of assets, bank accounts, transactions, revaluations etc.
• Accurate, professional quality financial, asset and investor reports at the click of a button
• Handles multiple portfolios and multiple investors per portfolio
• Includes currency converter with automated data feed
• Incorporates RSS news feeds about stocks in your portfolio
• Built atop a fully featured double entry accounting subsystem for superior accuracy and data integrity
• Access to forex data with integrated currency converter
• Data access included via Manage Invest servers (valued at € 300 per year) for 50 major exchanges
• Video tutorials available to get you started quickly

Share portfolio management section highlights:

• Plan and monitor your exposure to various market sectors
• Set asset allocation goals and track your actual allocations against this goal
• Create new asset classes and allocation categories to suit your situation
• Simple processing of dividend receipts and reinvestments
• Fast and easy to use buy and sell screens
• Dedicated functionality for bonus unit issues, splits, consolidations, spin-offs and scrip for scrip rollovers
• Each parcel of financial assets tacked separately for superior accuracy
• Customizable investor allocations for each parcel of shares