Manage Invest is a powerful yet easy to use investment portfolio management and market analysis software package. It is suitable for individual investors, investment clubs and small fund managers. Features specifically related to the management of portfolios based in the USA include:

• Federal and state income tax calculations
• Capital gains tax calculation rules
• Consumption taxes included for all states (where applicable)
• Stock market data and news from NYSE, NASDAQ, CBOT and 47 other major exchanges
• Automatic conversion to and from USD and dozens of other currencies

Manage Invest highlights:

• All types of investments in one package (stocks, options, futures, real estate and more)
• Simple revaluations and performance tracking with data access to 50 major exchanges
• Unlimited number of assets, bank accounts, transactions, revaluations etc.
• In depth performance analysis by portfolio, asset type, fund manager etc. with benchmarking capability
• Includes all state and federal taxes. Taxation settings are customisable.
• Market leading technical analysis feature with dozens of customizable studies and indicators
• 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
• RSS news feeds about stocks in your portfolio incorporated into menu system
• Video tutorials to get you started quickly
• Built atop a fully featured double entry accounting subsystem for superior accuracy and data integrity
• Market and forex data access included via Manage Invest servers (valued at $ 450 per year)

Stock 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 stocks
• Each parcel of financial assets is tracked separately for superior accuracy