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 the UK include:

• Separate categories for dividend income, earned income and savings income
• All tax brackets and rates for each type of income
• VAT at standard rate and reduced rate
• All indexation rules for capital gains
• Share market data and news from LSE and 49 other major exchanges
• Automatic conversion to and from GBP and dozens of other currencies

Manage Invest highlights:

• All investment types in one package (stocks, options, futures, real estate, collectibles, art and more)
• Includes tax rates, with customisable income (separate capital gain) rules and rates
• Fast and simple revaluations and performance tracking
• 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
• Video tutorials available to get you started quickly
• Video tutorials to get you started quickly
• 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 market data is included for 50 major exchanges via Manage Invest servers (valued at £230 per year)
• Foreign exchange data

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
• Fast and easy to use buy and sell screens
• Simple processing of dividend receipts and reinvestments
• Dedicated functionality for bonus unit issues, splits, consolidations, spin-offs and scrip for scrip rollovers
• Customizable investor allocations for each parcel of shares
• Each parcel of financial assets is tracked separately for superior accuracy