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Maintain
Harvest
Portfolio Manager
Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
How BetterInvesting Portfolio Manager helps Topics : Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Effective Tax Decisions Other Features
Portfolio Manager
Managing multiple portfolios: centralized, secure management of all your investment accounts
Ability to track an unlimited number of portfolios Portfolios are unique, each with its own transaction database Portfolios segregated by:
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Portfolio Manager
Portfolio Manager provides multiple portfolio tracking. Manage your accounts collectively, without limitations.
Portfolio Manager
Portfolio Manager
Portfolio Manager
Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Effective Tax Decisions Other Features
Portfolio Manager
transactions are
those that affect each portfolio holding a specific security Portfolio Manager adjusts each security, in each portfolio, on
a lot-by-lot basis
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Portfolio Manager
Global transactions are applied to all portfolios holding the issuer of:
Income a cash dividend (i.e., quarterly cash dividend paid) Stock split a stock split (i.e., 2 for 1 stock split) Stock dividend distribution a stock dividend (i.e., 10% dividend distribution) Spin-off a corporate reorganization ( Company A issues shares in Company B) Merger a corporate reorganization (Company C acquires Company D)
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Example several portfolios hold a company issuing a stock split (for illustrative purposes only)
All portfolios within Portfolio Manager are quickly and accurately adjusted
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Portfolio Manager
Example several portfolios hold a company issuing a corporate spin-off (for illustrative purposes only)
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Portfolio Manager
With Portfolio Managers global transaction abilities, youll spend less time number
crunching, leaving more time for investment decision making.
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Portfolio Manager
Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Using Security Watch Lists Effective Tax Decisions Other Features
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overall economy.
Fundamental analysis involves overall market analysis, industry sector analysis, specific company analysis, and portfolio management.
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shows several
of the valuation ratios derived within Portfolio Manager (Asset Library)
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be sorted based on
any of the valuation ratios. Here we demonstrate
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Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Effective Tax Decisions Other Features
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company size
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BetterInvesting
Mutual Fund Resource Center data updates Portfolio Manager with important characteristics of your funds for asset allocation,
diversification and
performance analysis
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Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Effective Tax Decisions Other Features
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Portfolio Manager
From Portfolio Managers home page, right click access to any security listed under Portfolio Holdings section
Portfolio Manager
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Improving Portfolio Management and Investment Decision Making BetterInvestings Online Stock Selection Guide (SSG) report (partial screen)
The BetterInvesting Stock Selection Guide (SSG) is a tool that provides a framework to analyze and evaluate prospective common stock investments, based on the firms fundamental data. Find growth stocks trading at a reasonable price.
Portfolio Manager
Portfolio Manager
Easy access to Yahoo!Finance is also just a click away from Portfolio Managers home page
Yahoo! Finance provides its users with access to a wide variety of free investment information. Yahoo! Finances highly useful website, provides very valuable resources (this screen shot shows just a small snippet
Portfolio Manager
Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Effective Tax Decisions Other Features
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Portfolio Manager
Improving Portfolio Management and Investment Decision Making The Security Basis report shows each purchase lot for the portfolio or a security
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Portfolio Manager provides several other reports to help investors better manage portfolios
Other tax reports include:
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Improving Management and Investment Decision Making ImprovingPortfolio Portfolio Management and Investment Decision Making
Topics :
Managing Multiple Portfolios Entering Global Transactions Fundamental Analysis Tools Asset Allocation Internet Tools Using Security Watch Lists Effective Tax Decisions Other Features
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Portfolio Manager
What impact on asset allocation, diversification, taxes due, income received, etc.
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Portfolio Manger provides a host of other tools and features to improve decision making
Integrate other BetterInvesting tools data, SSGs, Detailed option tracking including opening/closing buys, sells, assignment, exercise Short Selling
Portfolio Manager
BetterInvesting Portfolio Manager will help make the process understandable, enjoyable and rewarding.
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Thank you for your interest and in Portfolio Manager Improving Portfolio Management Investment Decision Making
To learn more, please visit :
QUANT IX SOFTWARE, Inc. 1035 West Glen Oaks Lane Suite 204 Mequon, WI 53092 262-241-3990
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