- Supports shares, share on margin, futures and forex trades.
- Helps you handle tax deferred income by adjusting cost base.
- Multiple accounts and brokerage formulas
- Trade grouping.
- True multi-currency support with live currency conversion.
- Trading notes.
- Alert formulas.
- Custom grid formulas (Like excel but able to use data from your trade, dividends etc)
- Instrument formulas (Provide helpful information when entering trades such as a stop loss price etc)
- Tick, real-time & EOD data support with fall-back redundancy.
- Audit trail of changes. Easily view all changes made (Useful if more than one person is managing the same portfolio).
- Forgiving with streamlined support for fixing errors. For example, lets say you applied a 3 to 1 share split instead of 2 to 1 by mistake. Normally you would now need to manually adjust the quantity of the affected trades back to their original values, but not with Program Name. You just need to right click on a trade and select 'Undo Split' and your done. What if at tax time you realized you had more or less shares before the split? No problem, you can go back and adjust the original quantity and the current quantity after the split will be updated.
- And much more...