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 New Zealand include:

• All income tax brackets and tax rates
• GST calculation at 12.5% and GST reporting
• Share market data and news from NZX and 49 other major exchanges worldwide
• Automatic conversion to and from NZD and dozens of other currencies

Manage Invest highlights:

• All investment types in one package (shares, options, futures, CFDs, 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
• Tax rules included for individuals, self managed superannuation funds (SMSFs), investment clubs and partnerships
• 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
• Data access included via Manage Invest servers (valued at $ 570 per year) for 50 major exchanges including ASX
• Forex data included for fast and easy currency conversions
• 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 stocks