Paritech Portfolio Manager
New Enhanced Features
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Simple yet detailed Portfolio Management covering; equities, property,
funds, other income and savings. With multiple portfolio option, record
keeping, cash book, profit/loss calculations, margin lending position
management, short selling capabilities and much more.
Detailed transaction history and complete reporting. Can be used stand
alone or integrated with up to date market Data. Whether you’re an experienced
trader or new to investing, Paritech Portfolio Tools will provide you
comprehensive market management and analysis helping you maximize gains
and minimize risk.
Also includes a budget management component, allowing you to enter and
manage your regular expenses.
Money Management 'setting an exit and stop loss' is one of the most
important principles of investing. Paritech Portfolio Manager comes
with Stock Alerts, you will be alerted when your preset criteria
is met, either end of day or for active traders get Intraday Alerts.
Could your next loss be greater than the price of the Portfolio Manager?
Stop avoiding one of the most important investing principles 'money
management' to maximise your gains and minimise your risks.
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User friendly features with comprehensive help functions. Portfolio
Management System allows you to quickly view all the stocks in your
portfolio. Compiles automatic reports which include: ‘Gain/Loss’ Report,
Transaction Report, Brokerage Report, Holdings Report and a detailed
Dividend Report.
In the first of it's kind in Australia, the Paritech Portfolio Manager
also incorporates
Margin Lending Calculation Facilities, allowing you to manage
your portfolio's margin position, making margin calls a thing of the
past. When buying a stock, enter the Lenders Loan Valuation Ratio (LVR)
to enable you to manage the cash position required.
In addition
Short Selling Capabilities have been added to assist portfolio
perspectives on short sell stocks. as well as the ability to show you
your Current Risk Position.
The
Alert Function will automatically notify you when your pre-set
selling price is reached. Internet Ready allowing you to easily download
your share prices and import them for analysis, current Paritech Data
clients can use the Portfolio Manager with no additional data costs.
Or for small portfolios enter the data manually.
Paritech Portfolio Manager will provide you, the investor, with:
- Ability to keep your Portfolio Manager database up to date with
stock splits by using the
Share Split Adjustment Utility.
- Ability to view your portfolio holdings in
Chart Form, either value or percentage to best determine the
allocation within the portfolio.
- A comprehensive list of each of your portfolios allowing you to
better manage all your investments including your Margin Lending positions,
Current risk Position and
Performance Periodicity.
- Ability to update your stock with
Dividend Information.
- The ability to generate professional quality reports (e.g. Capital
Gains & Loss, Dividends, Transaction and Holding reports for any period).
- The ability to construct numerous variable portfolios and assess
their returns.
- As a Property investor you can detail the property acquisition
costs and loan payments to monitor equity value, plus, manage all
the requirements of one or many Rental Properties covering income,
costs, management fees and more.
- Extensive on-line help and support from Paritech.
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