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General Information |
| Product name: FundPro 2020
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| Initial Price: $299.99
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Brief product description:
Fully integrated technical analysis and full portfolio management for mutual funds, stocks, and indicators. Full-featured charting capabilities of moving and exponential averages, trend lines and channels, trading bands, overlay capabilities and relative strength against indexes such as the Dow, SP-500, and NASDAQ. Identify best performing funds using Momentum ranking or rank funds and indicators using VersaRank(TM). Display or print rankings by performance of funds and indicators that you specify. Up to 8 columns of user defined or predefined criteria over time periods you select. Examples of ranking criteria include: percent changes, RSI, stochastic oscillators, rate of change, volatility and more. Track up to 1,000 separate portfolios, record transactions of shares, dividends, cash accounts, interest and fees. Generate gain/loss percentages, annualized rate of return, compare performance to market indicators. Automatically adjusts portfolios for mutual fund dividends. Global features allow you to perform transactions for a particular equity for any or all portfolios in which it is held. Custom portfolio reports include reports that define short and long-term gain/loss, dividends and interest, purchase and sale activity for specific periods, positions held on specific dates and custom client bills. You can also produce composite client reports that tell you what your actual performance is for all clients under management.
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System Requirements
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Operating system(s):
| Windows98
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Windows95
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WindowsNT
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| Minimum RAM required: 16 mb
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| Minimum hard drive space: 5 mb
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| Minimum modem speed: 9600
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| Mouse required?: Yes
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| CD-ROM used?: Yes
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| CD-ROM required?: No
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| Demo disk available?: Yes
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Market Information
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Markets followed:
| Stocks
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Bonds
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Mutual funds
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Indices
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Data
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Data type(s) utilized:
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Sources for data:
| Provided by an outside data source
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Downloader:
| Downloader provided
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Auto-selecting of data to be downloaded
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Unattended downloading
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Data manager:
| Editor for data
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Split & distribution adjustments
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Historical database available
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Data exportable to other programs
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| Data printout
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Data Formats
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Formats read directly:
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Additional formats read directly:
N/A
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Formats read after conversion to program useable data:
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Additional formats read via conversion to program useable data:
N/A
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Charts
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Chart type(s) utilized:
| Line charts
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Overlay charts
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Charting features:
| Horizontal lines
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Log scale
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Moving average bands
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Parallel lines
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| Print charts
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Scaling: automatic
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Scrolling
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Trendlines: manual drawing
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| Vertical wand
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Windows: multiple
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Windows: resizable
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Built-in indicators:
| Advance-decline
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Arms index (TRIN)
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Comparative relative strength
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MACD
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| Moving averages: simple
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Moving averages: exponential
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Oscillators
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Rate of change
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| Relative strength
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Stochastics
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Trading bands
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Wilder's RSI
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| Zoom/unzoom
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Screening and Alerts
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Ranking based on:
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Screening based on:
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Alerts based on:
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| Alerts displayed on charts?: No
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| Alerts displayed in table?: Yes
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| Screening by individual system per market?: No
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| Save tables?: Yes
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| Automated printing of tables?: No
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Trading Systems
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Trading system features:
| Customize and edit formulas
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Options Analysis
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Options analysis features:
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Support
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Support features:
| Automated installation
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Online help
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Phone support
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Tutorial
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| Manual page length (if applicable): N/A
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Additional Information
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Additional comments (please indicate additional indicators, special features and services here):
N/A
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