Record
and maintain your investments with STEX Portfolio Manager,
Australia’s premier portfolio management software recommended
and used by investors, Self Managed Super Funds, traders, accountants,
financial advisers and money managers.
Easy
to use...
The combination of a comprehensive printable manual and easy to
use help file enables everyone (including those with no accounting
knowledge) to manage investments profitably and effectively -
you can manage one portfolio or hundreds.
Data
entry is easy - just point, click and type.
Maintains
investments accurately...
Manages equities, managed funds, trusts, dividends, dividend reinvestments,
short selling, CFD's, margin lending, put & call options,
warrants, interest bearing deposits, and real estate, bank accounts,
cash book - everything you need to track investments and their
performance. It also handles company reconstructions, capital
returns, tax deferred, issues, calls and capital returns efficiently
and simply.
Current
market values...
Portfolio stock market values can be quickly downloaded from STEX
portfolio market value download service or imported from numerous
other sources including STEX Charting, Metastock etc, or entered
by keyboard.
Comprehensive
Reporting is extensive for you to closely monitor your portfolio
investments and is all that your accountant needs. ...
i.e. Portfolio Income and Realised Capital Gains - over 20
different reports are available.
STEX
Portfolio Manager effectively gives you the tools to manage your
investments/superfunds with confidence either on a short, medium
or long term basis.
