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Portfolio Management & Technical Analysis

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Complete Excel Excel Training Course. Instant Buy/Download, 30 Day Money Back Guarantee

System For Individual Investors and Money Managers

BUY master investor

Master Investor is a comprehensive portfolio management and technical analysis system for individual investors and money managers. Manages investments in stocks, bonds, options, cash, other assets & liabilities. Creates over 30 reports and a variety of technical analysis charts. Downloads price updates from the internet to automatically update reports and charts.

Master Investor is a fully integrated system that combines portfolio management with technical analysis. The purpose of MI is to help individual investors and professional money managers organize and analyze the information that is critical to making informed investment decisions.

Master Investor features:

Comprehensive portfolio management. MI provides complete tracking of security and cash transactions with automatic computation of net worth, capital gains, unrealized gains, return on investment, asset allocation and much more. But MI does more than track your investments. It allows you to organize your information into up to 999 portfolios and produce reports based on any one or more portfolios. This allows you to set up portfolios to record investments held in your name, by other family members, by members of an investment club or by investment clients. As well, you could set up separate portfolios for retirement savings, children’s education, speculating, and even hypothetical portfolios to follow the advice of an investment newsletter.

Technical analysis. Simply tracking investments is not enough. Master Investor also includes powerful tools to help you analyze current and potential investments. Technical analysis features include a series of charts that provide visual analysis of price movements. Available technical indicators include: moving averages, on-balance volume, stochastic oscillators, Wilder's RSI, MACD, relative strength (i.e., Ratio Cantor), polynomial trend analysis and correlation analysis. In addition to technical analysis charts, comparative analysis of annualized total return can be generated to identify your best and worst performing investments..

On-line Quote Updates. If you have an Internet connection, Master Investor can download current quotes for all your stocks and mutual funds. Quotes can be downloaded for U.S., Canadian, major European, Australia and New Zealand exchanges. If you prefer to download quotes manually, MI also includes capabilities to import current and historic quote files downloaded from over a dozen popular information services such as CompuServe, AOL, Quote.Com, the internet and more. If your service is not included you can easily add it by defining a new data format. For additional information on downloading and importing securities prices.

Asset allocation. MI produces reports and graphs showing the allocation of assets by portfolio, by type and by user defined investment objective.

Support for sophisticated trades. MI fully supports all IRS approved cost basis accounting methods for stocks, bonds, mutual funds and options including short sales, buying, selling and writing options. MI also provides an automatic sweep of funds to and from cash accounts when entering security transactions and investment income.

Powerful report generator. Our report generator lets you customize each of the over 20 reports to include any time span and any combination of portfolios so you get just the information you need.

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Frequently Asked Questions about Downloading and Importing Quotes with Master Investor   

Master Investor $119.95 Payment Problems/Options 30 Day Money Back Guarantee

Special ! Free Choice of Complete Excel Training Course OR Excel Add-ins Collection on all purchases totaling over $70.00. ALL purchases totaling over $150.00 gets you BOTH! Purchases MUST be made via this site. Send payment proof to special@ozgrid.com 31 days after purchase date.

See Also: Financial Software Index & Portfolio Tracking Excel Add-in & Trading Software Index or, All Software



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