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General Information |
| Product name: Portfolio Director Software
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| Initial Price: 799
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Brief product description:
A complete portfolio management program designed for tracking stock, option, mutual funds and option strategies. Quickly see total portfolio holdings, percentages for inidividual equity and option positions. ► Organize your trade & position information %85 don't lose another profitable trade! ► Gain/Loss Report %85 Save $$$ on tax preparation. ► Consolidate all your accounts under one portfolio %85 quickly see the progress of all your accounts. ► Track option strategies %85 get a clear picture of profit/loss max risk and market yield.
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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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Macintosh
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| Minimum RAM required: 32 mb
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| Minimum hard drive space: 15 mb
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| Minimum modem speed: N/A
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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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Mutual funds
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Options
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Data
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Data type(s) utilized:
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Sources for data:
| Provided by the software vendor
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Provided by an outside data source
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Downloader:
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Data manager:
| Data exportable to other programs
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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:
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Charting features:
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Built-in indicators:
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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?: No
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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?: Yes
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Trading Systems
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Trading system features:
| Testing of portfolio risk & return
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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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| Manual page length (if applicable): 33
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Additional Information
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Additional comments (please indicate additional indicators, special features and services here):
Automated input of portfolio data available for brokerage firms and quicken 2001.
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