Stockmarket Investor 4

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Stockmarket Investor 4          £129.95 (plus VAT)

  • Manage your portfolio
  • Analyse its performance
  • Chart your investments
  • Compare shares / indices
  • Automatically download prices
  • Watch biggest price movements
  • Access financial information on the web
  • A superb comprehensive portfolio manager with sectors, bar and pie charts and capital gains tax [CGT] calculations. It is still simple to use.

    Type in share prices or download them automatically each day to revalue your portfolios and update your charts. Draw charts of share prices to monitor their progress. Draw charts to compare performance between shares and/or indices.

      •  Look at our screenshots to see the program in action.

     

    Charting / Company Analysis                   [Top]

  • Plot price charts of your shares
  • Plot moving averages of any period
  • Plot Bollinger Bands
  • Plot Candlestick charts
  • Plot OCHL and Volume charts
  • Compare one share with another
  • Compare share with an index
  • Plot trends, indicators, oscillators galore
  • Plot Point and Figure and Kagi diagrams
  • Automatic scaling or select your own scales
  • AutoPlot each share in turn
  • Keep notes on shares
  • Email charts
  • Analyse with bar and pie charts
  • Many other features...
  • There is a very wide range of chart lines, indicators, oscillators and diagrams that can be plotted.

    Plotting is simple. There are dedicated screens for the most common charts that you will use (eg. price chart, price and averages chart, price and indicator, etc).

    Just select a share name and the chart will be scaled and drawn automatically so that it fills the screen perfectly. If you wish you can choose the chart scales yourself to show just the part of the chart that interests you.

    There are also custom screens where you can design your own charts. Click a button and a line appears (eg. price, average, high, low, stop loss, etc). Click again and the line disappears. It is so easy.

    Once you have set a chart design you can draw the same chart for the next share with a single click. AutoPlot lets you do this automatically.

      •  Look at our screenshots to see the program in action.

     

    WatchDog                                            [Top]

  • Biggest movers
  • Share watch
  • Stop losses
  • Valuations
  • Share search
  • Many other features...
  • Biggest Movers: Know instantly which shares have been on the move. This will show share movements over time for all shares being recorded. Download prices and immediately see the biggest movers over a day, a week, a month, you choose. Highlight any share name and click a button to see a chart of that share.

    Share Watch: See how your shares are doing. Look at your portfolios and/or a watch list of shares that interest you and see the winners and losers. Highlight any share name and click a button to see a chart of that share.

    Stop Losses: Know when to sell. You can list any share that has fallen below its stop loss for all the portfolios that you are managing.

    Valuations: Know your position. You can see an instant valuation of all portfolios and/or bank accounts with the latest prices.

    Share Search: List your holdings. You can search all your portfolios for shareholdings in any share.

      •  Look at our screenshots to see the program in action.

     

    Contact Us

    You can get in touch with us at:

    Meridian Software
    Amberley House
    The Park
    Sidcup   Kent
    DA14 6AL
    United Kingdom
     
    Tel: (+44) 020 8309 5960
     
    e-mail: sales@meridian-software.co.uk
        or    datasales@meridian-software.co.uk

    Portfolio Management                            [Top]

  • Easy data entry
  • Use for shares, unit trusts, ISAs, SIPPs, etc
  • Record takeovers and demergers
  • Record ordinary, scrip and accumulation dividends
  • Subdivide portfolios by sector
  • Password protection
  • Keep notes on your shares
  • Specify your own reports
  • Capital gains tax [CGT] reports for the taxman
  • Analyse portfolio with bar and pie charts
  • Keep separate bank accounts
  • Keep portfolios for family / clients
  • Many other features...
  • It is very easy to enter your existing shares and dividends. Just enter the share name and details of the transaction or dividend and the program does the rest. Share prices can be typed in whenever required or more probably downloaded from our data service. The program will instantly revalue your investments.

    Portfolios can be subdivided into business and geographic sectors to help you monitor your investments. You can draw bar or pie charts to analyse your holdings by sector or investment type.

    Highlight any share name in one of the entry screens and click a button to draw a chart for that share instantly from the database.

    A wide range of reports is available. List a summary of your current investments. List dividends received in a year for the tax-man. Reports can show summaries of current and past holdings, transactions, dividends and cash accounts. Reports can be general and show all transactions, dividends, etc or can be specific and show, for example, just sales, sales between two dates, dividends in one tax year, etc.

    The program will calculate capital gains tax (CGT) liability for each sale or for your current holding. You can see a detailed calculation of the tax liability for one sale, a summary of the tax liability for one tax year and the potential tax liability for your current holdings if sold.

      •  Look at our screenshots to see the program in action.

     

    Automatic Data Entry                             [Top]

  • Download OCHLV data from our data service
  • Download Closing prices from our data service
  • One click updating
  • Up to 30 days prices at once
  • Easy name change maintenance
  • Many other features...
  • Automatic updating makes life so much easier! Investor 4 lets you update every day from our data service (subscription required).

    You can download Closing prices which will revalue your portfolios and draw a wide range of charts or OCHLV data which gives you access to more charts and greater analysis.

    The prices are available for downloading in the evening or the following day. With our data service you can also download prices for the whole week at one go at the weekend if you prefer.

    Keep the share list up to date with any new names at the press of a button.

      •  Look at our screenshots to see the program in action.

     

    Tools                                                  [Top]

  • Welcome screen
  • Wizards
  • Open financial web pages
  • Many other features...
  • Welcome Screen: Nothing to learn. There is a Welcome screen which will appear when you run the program to guide you to all the main features that you will need. Become an expert user faster.

    Wizards: Downloading made easy. Use our Wizards to enter the details needed to start downloading data.

    Wizards: Virtual Portfolio. Set up a virtual portfolio to see how much money you can make without risk!

    Web Pages: Direct access to financial data. You can also go straight to any share-specific financial web page at the click of a button. This is very useful. Normally you would have to go to the start page of the financial web-site, click on a button to send you to, say, the research page and then select the share that you want. That can take time. With Investor 3 you can select the share name, select the web-site and go straight there. As an example, click here and you will go straight to the research page for Barclays Bank on Yahoo. (Click the Back button on your browser afterwards to return here.)

      •  Look at our screenshots to see the program in action.