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Portfolio Director 4.1

An investment management tool for individual and professional traders.

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Portfolio Director software is an investment management tool for individual and professional traders. It offers a clear concise way of managing multiple accounts under one umbrella.

Setting up new accounts and managing the information is a snap! It offers consolidated reports, updates, portfolio yields, accounts yields, statistics and much more!

This is the software many brokers are using to compliment their corporate information systems. Small portfolio management firms and individuals traders use it as their primary means of tracking their investments and trading accounts.

Features Include:

  • Data Export to Turbo Tax & Tax Cut Import Data from Quicken or text file.
  • Consolidated & Customizable reports No Monthly or Yearly Fees.
  • Complete Data Privacy Unlimited Accounts, Transactions & Portfolios.
  • Track Stock, Option & Mutual Fund trades Gain/Loss (Schedule-D) report.
  • Track Option Strategies Option Chains (sort & customize).
  • Aggregate Position View or by Lot FREE Delayed Market Updates.
  • Import data from participating brokerage firms Define investment allocation.