The
leading Australian Portfolio Management software
developed over the past 16 years with critical input
from accountants and traders to ensure that every
aspect of investment and its corresponding taxation
implications are properly covered.
The combination of a
comprehensive manual and easy to use help file
enables everyone (including those with no accounting
knowledge) to manage investments profitably and
effectively - you can manage one portfolio or
hundreds.
STEX Portfolio
Manager accurately manages equities, managed
funds, trusts, dividends, dividend reinvestments,
short selling, put and call options, warrants,
interest bearing deposits, bank accounts, real
estate and collectibles. It also handles company
reconstructions, bonus issues and capital returns
efficiently and simply.
Reporting formats are extensive
and detailed - all your accountant needs plus those
for tracking the value of your portfolio(s),
alerting you to your predefined profit/loss
positions, etc.
STEX Portfolio
Manager effectively gives you the tools to
manage your investments/superfunds with confidence
either on a short, medium or long term basis.
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Easy to use Data Entry
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Equity & Fund Data
Entry
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Put & Call Option Data Entry
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Current Status Report
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Performance
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Portfolio Valuation
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Dividends & Trust Distributions
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Realised Capital Gains
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Receipts & Payments
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Property Report
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