Portfolio                                              [Top]

	ST5	ST5+	INV3
Use for shares, unit trusts, gilts, ISAs, PEPS, etc
Keep any number of portfolios / bank accounts
400 shares; 2000 trans; 2000 divis per portfolio
Segment folio by business and geographic sectors
Click to display/add notes for current share
Click to display price chart of current share
Simple and easy data entry
Enter any transaction (scrips, rights, etc)
Enter dividends (ordinary, scrip, foreign income [FID])
Debit/credit bank accounts automatically
Link bank accounts to transactions
Easy to edit transactions/dividends as necessary
Sort trans/divis alphabetically, by date or manually
Password protection
Enter/compare brokers' costs for transactions
Enter unique stop loss for each individual security
Warning given if price falls below stop loss limit
Update prices; instantly revalue your portfolio
Update prices from Meridian Data
Keep portfolios / bank accounts in different currencies
Summarise p'folios / bank accounts in base currency
Update prices from Meridian Data
Click to display price chart of current share
One click to display a report; one click to print
List summaries of current/past holdings
List dividends for one tax year (ordinary, scrip, FID)
List transactions (all, sales only, one share only, etc)
Subdivide reports by sector, security type, etc
List CGT tax calculations for all sales (real/future)
Specify scope of reports (one/all shares, dates, etc)
Print reports portrait or landscape
Analyse portfolio/bank accounts by bar/pie charts
Chart current/past cost, value, gain, percent gain
Chart dividends received
Chart by business/geographic sector, security type
Always know the value of your investments
Let stop losses advise you when to sell
Monitor your portfolio weightings by bar/pie charts
Anticipate your capital gains tax liability

Automatic Downloading                          [Top]

	ST5	ST5+	INV3
Download from Meridian Data
Download from teletext (using a Microtext card)
Download from CitiFeed
Update files automatically with one click
Download day's prices in one minute (Meridian Data)
Download 30 days' prices at once (Meridian Data)
Store long names for shares, not just code names
Update prices by code names
Add/delete names as service changes with one click
Download from Meridian Data by modem
Download from Meridian Data by Broadband

Charting / Company Analysis                   [Top]

	ST5	ST5+	INV3
Use for shares, unit trusts, gilts, ISAs, PEPS, etc
780 prices per share; any number of shares, etc
Enter prices daily, weekly, randomly
One click and select name to plot pre-designed chart
One click to plot price chart
One click to plot price and averages chart
One click to plot price and comparison chart
One click to plot price and oscillator chart
One click to plot point and figure diagram
Design your own normal chart layout
Customise a chart; show exactly what you want
Plot prices and moving averages of any period
Compare one share with another share
Compare a share's performance with an index
Plot highs, lows, stop losses, trend lines
Draw slope to see gain (%, %pa) anywhere on chart
Plot momentum and rate of change oscillators
Plot point and figure diagrams
Add, edit, move labels and free text on all charts
Automatic or manual scaling
Use logarithmic or linear price scale
Price scale may on the left or right of chart
Zoom and magnify any part of a chart
Rebase charts to base 100 or 1 to show growth rate
One, two or four charts per screen
Save chart; redraw whenever required
Save up to four screens; recall charts as needed
AutoPlot each share in turn for rapid inspect
Enter prices in any date order; program will sort
Import prices in csv format
Adjust prices for scrip / rights issues, part payments
Analyse price movements by tables and bar charts
Enter company results (profit/loss and earnings)
Analyse and compare results by tables/bar charts
Free price histories for about 2500 shares

WatchDog                                            [Top]

	ST5	ST5+	INV3
See biggest movers, daily, weekly, etc
Watch your favourite shares; see how they move
Set target prices, high and low
List all shares in all portfolios below stop loss
Chart any of the movers with one click
Instant valuation of all portfolios and bank accounts
Search portfolios for shareholding in any share

Tools                                                  [Top]

	ST5	ST5+	INV3
Welcome screen to guide you through program
Wizards to help you set up practice portfolio
Wizards to help you set up data downloading
Password protection; prevent unauthorised access
Keep your own notes on any company
Alert when price falls below stop loss
See biggest movers; daily/weekly price changes
Monitor your own watch list of interesting shares
Direct link to share-specific financial web pages
Use calculator from within the program