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BetterInvestings Portfolio Manager Understanding the Home Page Created by: QUANT IX SOFTWARE, Inc. Revised: July, 2007 We suggest you print the matching.

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Presentation on theme: "BetterInvestings Portfolio Manager Understanding the Home Page Created by: QUANT IX SOFTWARE, Inc. Revised: July, 2007 We suggest you print the matching."— Presentation transcript:

1 BetterInvestings Portfolio Manager Understanding the Home Page Created by: QUANT IX SOFTWARE, Inc. Revised: July, 2007 We suggest you print the matching PDF file for this presentation to follow the notes discussion for this slide show.

2 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 2 Portfolio Manager software provides total portfolio management and investment record keeping This PowerPoint ® Presentation explains Portfolio Manager s Home Page features. The Portfolio Manager Home page includes: Tool bars, Portfolio Snapshot, Year to Date Activity Portfolios pick list Portfolio Summary o Values tab o Income Received tab o Sold Securities tab o Holdings Summary tab o Allocation Summary tab

3 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 3 Topics : General explanation Tool Bars, Snapshot, Year to Date Activity Portfolio Pick List Portfolio Summary

4 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 4 The Home Page provides a thorough summary of the open portfolio

5 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 5 Topics : General explanation Tool Bars, Snapshot, Year to Date Activity Portfolio Pick List Portfolio Summary

6 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 6 Portfolios pick list Tool bars Portfolio YTD Portfolio Snapshot Portfolio Summary section

7 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 7 Tool Bars: quickly access frequent choices Top Tool Bar Update Prices: use this choice to retrieve and update prices for the Portfolio Manager Current Asset Library. Refresh Home Page: use this choice to recalculate the Home Page to reflect recent transaction activity or recent market prices. Backup Data: use this choice to perform a backup of your investment data. Portfolio Setup Wizard: quickly create portfolios for tracking purposes with step-by-step instructions. Web Sites of Interest: jump to your customized internet websites Bottom Tool Bar One-click access to common portfolio transactions: buy, sale, income, deposit, withdrawal Help for the Home Page

8 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 8 Open Portfolio Snapshot

9 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 9 Portfolio Snapshot and YTD Activity sections – an instant summary of how you are doing… Current Value: current market value. Use Hyperlink to printable report Unrealized Gain/Loss: total unrealized gain or loss Estimated Income: total forecasted income. Year to Date Activity Use Hyperlink to printable reports for investment income, realized Gain/Loss, Performance vs. the S&P 500.

10 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 10 Appraisal Report from report link on home page

11 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 11 Sold Securities Report from link on home page

12 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 12 Income Received Report from link on home page

13 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 13 Performance Report from link on home page

14 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 14 Using Portfolio Manager: Understanding the Home Page Topics : General explanation Tool Bars, Snapshot, Year to Date Activity Portfolio Pick List Portfolio Summary

15 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 15 Centralized Management of Multiple Portfolios Effective portfolio management requires the understanding of how your investment accounts interrelate. Manage all your accounts, held at various financial institutions, securely on your computer. Easy Home Page access to all of your portfolios.

16 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 16 Using Portfolio Manager: Understanding the Home Page Topics : General explanation Tool Bars, Snapshot, Year to Date Activity Portfolio Pick List Portfolio Summary

17 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 17 Portfolio Summary section – instant access portfolio details Tabs for quick review: Portfolio Values Income Received Sold Securities Holdings Summary Allocation Summary

18 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 18 Portfolio Summary section – Portfolio Values tab

19 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 19 Portfolio Summary section – Income Received tab

20 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 20 Portfolio Summary section – Sold Securities tab

21 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 21 Portfolio Summary section – Holdings Summary tab

22 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 22 Portfolio Summary section – Holding Summary tab (cont)

23 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 23 Portfolio Summary section – Allocation Summary: Asset Allocation tab

24 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 24 Portfolio Summary section – Allocation Summary: Sector Allocation tab

25 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 25 Portfolio Summary section – Allocation Summary: Size Allocation tab

26 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 26 Portfolio Summary section – Allocation Summary: Fund Objectives tab

27 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 27 Portfolio Manager software provides total portfolio management and investment record keeping This presentation has explained Portfolio Manager s Home Page features: Tool bars, Portfolio Snapshot, Year to Date Activity Portfolios pick list Portfolio Summary o Values tab o Income Received tab o Sold Securities tab o Holdings Summary o Allocation Summary

28 Portfolio Manager Using Portfolio Manager: Understanding the Home Page 28 Thank you for your interest in Portfolio Manager To learn more, please visit : (free 45 day demo available) QUANT IX SOFTWARE, Inc West Glen Oaks Lane Mequon, WI


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