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

• Federal and state income tax calculations
• Consumption tax (GST) calculations and reporting
• Capital gain calculation rules (eg: 2005 Inclusion Rule)
• Stock market data and news from TSX and 49 other major exchanges worldwide
• Automatic conversion to and from CAD 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.
• In depth performance analysis by asset type, fund manager, asset class etc. with benchmarking
• Technical analysis features with dozens of customizable 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
• Incorporates currency converter with automated data feed
• Downloadable video tutorials to get you started quickly
• Video tutorials to get you started quickly
• Includes RSS news feeds about stocks in your portfolio
• 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
• 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