This software is a complete portfolio management and technical analysis system designed for individual investors. It enables management of investments across various assets and liabilities such as stocks, bonds, options, and cash. It also generates over 30 reports and charts and provides internet-based price updates.
Master Investor (MI) is an exceptional portfolio management and technical analysis program, designed for individual investors, financial advisors, and money managers. This software is all-inclusive, offering comprehensive portfolio management for up to 1000 portfolios of various assets and liabilities, such as stocks, bonds, options, mutual funds, cash accounts, and others.
MI provides more than 30 reports for complete tracking of security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, and more. The custom report generator feature allows for easy creation of personalized reports based on any one or more portfolios. The software also allows users to combine portfolios, such as retirement portfolios, which can help in maintaining detailed records essential for tax purposes, without losing sight of the big picture.
Additionally, MI includes extensive charting capabilities for performing crucial technical analysis. Users can create price/volume charts with moving averages, stochastics, on-balance volume, relative strength index, MACD, trend analysis, ratio cantor, correlation analysis, asset allocation, return-on-investment, return-on-value, portfolio IRR, and much more.
The software is user-friendly, and portfolios and charts can be easily updated. MI can download current price/volume data directly from the internet to update charts and reports (requires Winsock Internet connection). MI also offers the option to import price/volume data files in a wide variety of predefined, as well as user-defined, formats.
Overall, Master Investor is an excellent software that provides the essential tools required for managing portfolios and conducting technical analysis.
MI provides more than 30 reports for complete tracking of security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, and more. The custom report generator feature allows for easy creation of personalized reports based on any one or more portfolios. The software also allows users to combine portfolios, such as retirement portfolios, which can help in maintaining detailed records essential for tax purposes, without losing sight of the big picture.
Additionally, MI includes extensive charting capabilities for performing crucial technical analysis. Users can create price/volume charts with moving averages, stochastics, on-balance volume, relative strength index, MACD, trend analysis, ratio cantor, correlation analysis, asset allocation, return-on-investment, return-on-value, portfolio IRR, and much more.
The software is user-friendly, and portfolios and charts can be easily updated. MI can download current price/volume data directly from the internet to update charts and reports (requires Winsock Internet connection). MI also offers the option to import price/volume data files in a wide variety of predefined, as well as user-defined, formats.
Overall, Master Investor is an excellent software that provides the essential tools required for managing portfolios and conducting technical analysis.
What's New
Version 6.1.6: N/A
Version 6.1.4: Updated quote download formats
Version 6.1.1: Updated London exchange quote downloads