This software offers a thorough portfolio management and technical analysis solution for personal investors. It handles investments across various asset types, generates 30+ charts and reports, and retrieves price updates via the internet.
The Master Investor 2000 (MI) software is a complete portfolio management and technical analysis program that has been designed for individual investors, money managers, and financial advisors. MI offers portfolio management that is comprehensive and can manage up to 1000 portfolios of bonds, stocks, mutual funds, cash accounts, options, as well as other assets and liabilities.
The software boasts over thirty reports that provide users with complete tracking of security transactions, interest, dividends, net worth, capital gains, unrealized gains, asset allocation, reinvestments and much more. MI provides a custom report generator that enables users to create reports based on any one or more portfolios. Users are also able to combine portfolios, for example, retirement portfolios (IRA, 401K, pension, etc.), so that they can keep the detailed records needed for tax purposes without straying from the big picture.
The software includes an extensive charting feature that provides technical analysis capabilities, enabling users to create price and volume charts that feature moving averages, relative strength index, trend analysis, stochastic analysis, on-balance volume, ratio cantor, and correlation analysis. Additionally, other analyses can be performed, such as asset allocation, return-on-investment, return-on-value, and portfolio IRR.
MI provides effortless updating of portfolios and charts. The software can download current price and volume data directly from the internet for updating charts and reports (this feature requires a Winsock Internet connection). Furthermore, MI can also import price and volume data files from a broad range of predefined and user-defined formats.
In conclusion, the Master Investor 2000 software is an exceptional program that offers comprehensive portfolio management and technical analysis capabilities for money managers, financial advisors, and individual investors. It is user-friendly, comes with a range of charting features and reports that are incredibly easy to use. Overall, this software is an excellent tool for professionals and a must-have for those looking for a reliable portfolio management and technical analysis program.
The software boasts over thirty reports that provide users with complete tracking of security transactions, interest, dividends, net worth, capital gains, unrealized gains, asset allocation, reinvestments and much more. MI provides a custom report generator that enables users to create reports based on any one or more portfolios. Users are also able to combine portfolios, for example, retirement portfolios (IRA, 401K, pension, etc.), so that they can keep the detailed records needed for tax purposes without straying from the big picture.
The software includes an extensive charting feature that provides technical analysis capabilities, enabling users to create price and volume charts that feature moving averages, relative strength index, trend analysis, stochastic analysis, on-balance volume, ratio cantor, and correlation analysis. Additionally, other analyses can be performed, such as asset allocation, return-on-investment, return-on-value, and portfolio IRR.
MI provides effortless updating of portfolios and charts. The software can download current price and volume data directly from the internet for updating charts and reports (this feature requires a Winsock Internet connection). Furthermore, MI can also import price and volume data files from a broad range of predefined and user-defined formats.
In conclusion, the Master Investor 2000 software is an exceptional program that offers comprehensive portfolio management and technical analysis capabilities for money managers, financial advisors, and individual investors. It is user-friendly, comes with a range of charting features and reports that are incredibly easy to use. Overall, this software is an excellent tool for professionals and a must-have for those looking for a reliable portfolio management and technical analysis program.
What's New
Version 5.0.1.69: N/A