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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