Manage Invest is the Investment Portfolio Management software of choice for sophisticated investors, helping you achieve goals, control risk and get the most out of your investments.
Manage Invest can do it all, from tracking purchases, sales, revenue and expenses through to processing dividends, distributions (including tax deferred income), mergers, Spin-offs, depreciation of physical assets and much more.
Investors using Manage Invest gain unprecedented insight into the performance of their portfolios using elaborate charts and detailed financial, investor and asset reports.
EOD data is included in the purchase price so your Manage Invest portfolio management software will always stay up to date and keep you informed.
The inclusion of automated asset revaluations (including FX conversions), a wide range of reports, attachment functionality and benchmarking capabilities make Manage Invest the portfolio management software of choice for investors.
Easily track all types of investments in one single portfolio management package!
View anything and everything, from the overall picture of your portfolio through detailed charts and reports down to the individual stock parcels and transactions.
Manage Invest is the only portfolio management software that can handle all types of assets, from standard financial assets through real estate to options and even CFDs. Manage Invest is user friendly, accurate and feature packed.
Easily track and understand investment club finances, member contributions and withdrawals. You can also print and share reports including financial, investor and tax information according to the rules in your area.
Managing your investment club with Manage Invest portfolio management software will greatly reduce admin workload and you will enjoy better portfolio insights and more informed decision making.