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Stock Portfolio Management

Stock Portfolio Management A stock portfolio management refers to the management of investment decisions for a stock portfolio and it is usually performed by stock management professional due to its complex nature. The stock portfolio managers are the experts in the field of stocks and well suited for making decisions for those who want to manage their own investment.

Stock Portfolio Management Softwares

There are various stock management softwares available in the market that assists in process of stock management. There programs are well designed to provide assistance for those investors who are good with numbers and stocks.

Benefits of Stock Portfolio Management Softwares

· Assists in evaluation of various stocks

· Before investing, these programs educate a person about tracking the history of stocks

· Recommendations based on personal information

· Well designed to help the investor who can manage his own stock portfolio

· Some programs can do monthly analysis of stocks for a monthly fee

· Some programs can be set to buy and sell certain stocks automatically on the basis of preset conditions when the stocks reach certain levels on the stock market.

· Saves time for knowledgeable investors for managing the stock portfolios.

In addition to providing software for investor for managing his/her stock holdings, there are various contacts that are available online for offering expert advice in managing an individual’s stock shares.

The portfolio for large number of investors are managed by stock management company who have stock portfolio managers that will make the decisions for protecting the person’s initial investment and ensures its growth for good returns in future.

The stock portfolio management company handles the IRA accounts for an employer that provides options to the stock portfolio managers regarding the investment limit and certain percentage of money for investment in various kinds of stocks.

The employee who has the stock account with the company is free to ask for any modifications by submitting the written request to the company at any time. The investment firm keeps the investors away from suffering huge losses by issuing various useful recommendations from time to time. As the market dynamics changes constantly so it is not possible to avoid the losses all the time, however the amount of loss can be kept to minimum by taking the services of stock portfolio managers.

The companies owned by stockholders forms an important component of the free enterprise system and offer advantages to many people. These stockholders are eligible to take their stand on company policy decisions by the way of voting and they also share the profits or losses earned by the company. The stockholders are basically wealthy people who can bear heavy losses if any incurred during the financial crisis.

The investment in stocks is opened to anyone who would like to invest in stocks. The proper management of investment in stocks can allow the investors to receive dividends on the investment and enjoy the profits of a company. In fact, there are many companies that provide stock shares to their employees on retirement as part of their savings.

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Fund Manager

Fund Manager is renowned and powerful portfolio management software that comes in various versions such as Personal, Professional, or Advisor versions.

· Personal Version : Designed for individual investor

· Professional Version : Designed for professional trader

· Advisor version : Designed for investment advisor

Features of Fund Manager

  • Fund Manager Asset Type and Investment Goal Allocation: With the help from Fundmanager, it is possible to assign each investment in percentages to upto hundred asset types, and hundred investment goals. Users can analyse their allocation and performance by using Graphs and reports in these categories.

  • Automated Price Updates: Fund manager enables the users to retrieve daily and past prices from the internet.
  • Reports : Fundmanager allows the users to select any 19 available report types. It also has the feature of “Custom” report that provides more than 250 available fields to select. These reports are flexible and users can generate his/her desired format.
  • Graphing : Fundmanager comes with extensive graph options that enable the users to view their investments and portfolios in different ways. It is easy to compare performance and gain insight about various positions. There are 36 customizable graph types to choose from.
  • Bond Support : Users can calculate accrued interest, and get access to variety of bond information including annual income, yield to maturity, next payment date, current yield, etc. The Bond Summary report provides the summary of all the bond holdings while the Income Schedule report comprises of the details of all the upcoming payments.
  • Markers : Markers are shown on graphs for various activities including Buy, Sell, Splits, Price Alerts, Distribution, Notes, Un-Specified Lots, etc
  • Trendlines : Trendlines are a special type of marker that can be drawn on any of available graphs.
  • Investment Records Management : With fundmanager, users can record their transaction history for limitless number of portfolios and investments. Users can also track the various investments types such as options, bonds, stocks, mutual funds, cash, and others.
  • Multiple Currency Support : Users can track investments in more than 25 different currencies.
  • Import Transaction History: Fundmanager provides support for transaction data from diverse variety of sources such as Generic import for specifying the format of incoming data.
  • Retrieve Transactions: Fundmanager retrieves the transactions from Broker or Fund Company directly that helps in easier updating of records.
  • Yield Calculations: With fundmanager, users can perform True GIPS (AIMR) compliant return calculations. There are multiple yield types available to report that tracks the performance of money and underlying investment.
  • Hierarchical Portfolios: Users can track limitless number of portfolios with each portfolio can have limitless hierarchical sub-portfolios. Users can also display graphs/reports on any sub-portfolio.
  • Capital Gains Reporting: Fundmanager provide support for various methods of reporting including First in First out (FIFO), Specific Lot accounting and Average methods. Capital Gain reports offer all the information needed for reporting taxes.
  • Price Alerts: Fundmanager can select from diverse types of price alert including moving average alerts, sfixed price, or trailing stop loss.

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