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 | EzyManager - Portfolio Management, V5
EZY
Australia
| | | Our Price: $379.50 | | |
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| Description | System Requirements | FAQ |
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| Description | Ezy Manager is simple to use with a learning curve of less than 30 minutes. Yet it is powerful enough to handle all aspects of share ownership and the relevant taxes. The NEW push-button sorting features make managing your portfolio that much simpler. Ezy Portfolio Manager is ideal for the small investor, yet is powerful enough for the super fund manager and professional trader. It has all the Capital Gains Tax calculations in-built together with previous CPI values. It has all the facilities for dividend imputation, bonus & rights issues, right through to financial reporting. It is ideal for shares, options, trusts, indices, bonds, currencies etc.. Of course, EPM can be updated manually or electronically.
PLEASE NOTE: Also available within EzyProfessional (EzyChart, EzyAnalyser & EzyManager).
Download a Trial
Download a 30 day trial of Ezy Software
EzyStation trial includes EzyChart, EzyManager and EzyAnalyser programs the same components as EzyProfessional.
The difference between EzyProfessional and EzyStation is the data. EzyProfessional lets you choose your data provider, while EzyStation is limited to using data from Just Data (12m intraday and EOD or EOD only)
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| Buy this item in the following bundle(s) and save $$$.. | |
| Software Requirements |
- Operating Systems: Vista, XP, 2000, 98, Windows NT with 350 MHZ or higher
- 64 MB of RAM
- 32 bit power
- 500 MB of Hard Drive Space
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| FAQ | Standard Features
- All CGT Requirements
- Broker Trading Accounts
- Multiple Broker Trading
- Unlimited Transactions
- Full Reporting Features
- Manual & Electronic Updating
- All Income Tracking
- Banking Details
- Stop Loss Alarms
- PE Ratio Tracking
- Full CPI Indexing
- Broker Tracking
- Unlimited Portfolios
- Tracks and reports GST paid to brokers.
Compatibility: EPM is now compatible with a large number of Charting packages. It will automatically take the prices from your charting package and insert them into your portfolio with a push of a button. It is ideal for use with:
- Ezy Chart
- Ezy Money
- GET 6
- Metastock
- Nova Charts
- SuperCharts
- Trade Station
- Windows On Wall Street
It can also be updated independently using data formatted in Metatsock, ASCII and Ezy Chart formats.
Advanced Features
Unlimited Portfolios & Unlimited Transactions: This means that you will not outgrow your portfolio. Competitive products all have a limited transaction life.
Graphing Portfolios: Ezy Portfolio Manager can now graph portfolios. You can graph as a bar, 3D bar, or pie chart to display profit/loss, holding costs, and current value.
New Tax Features: Ezy Portfolio Manager allows for share splits, reconstructions, contributing shares, and capital adjustments with correct tax legislation. You can even change your financial year completion for overseas investments. Changing the ASX code is not a problem with Ezy Portfolio Manager.
Notepad Facility: You can make notes on individual stocks that can be recalled in any portfolio. You can also make specific notes in each portfolio.
Overseas Investments: You can track all your overseas investments and handle foreign tax credits and overseas deferred tax correctly. You can even alter your end of finanical year date to conform to other country returns.
Back Up: Doing a regular backup of your financial information is extremely important. Ezy Portfolio Manager can save your portfolios to disk at the push of a button.
Sorting your portfolio: Ezy Portfolio Manager has a flexible sorting display so that you can quickly see what is important to you. You can sort in ascending or descending order; chronologically; by share holding, total share purchases and sales, number, holding cost , value, current price, profit, stop-loss alarm etc. This means that when you open your portfolio you can see exactly what is important to you at any time.
Colour Schemes: If you have poor eyesight or you work in varying light conditions you will appreciate Ezy Portfolio Managers flexible set of colour options for your convenience.
Multiple Brokers: Using Multiple Brokers is becoming part of a modern investors demands on a portfolio manager. Of course Ezy Portfolio Manager tracks up to three brokers in any portfolio complete with relevant details like brokerage, strike rate, etc. Just select your purchase or sale, choose your broker and EPM will automatically calculate your brokerage. It also has the facility for a broker trading account to track funds your broker is holding.
Password Security: Ezy Portfolio Manager's password security allows you to keep your private financial information from prying eyes. |
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