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Investment Tracking System - Deluxe Version
The Investment Tracking System Deluxe (ITSD) version was designed to handle investment and banking information giving the user a total picture of their financial portfolio. This product has many features and is very flexible. Our goal is to provide software that has many features but is easy to use. Another goal is that our software remain inexpensive for the home and business users. The ITSD version has many features and we will mention a few. Time Reports These reports use date ranges entered by the user. This allows the user to look at expenditure and investment information during a period of time. Foreign currency - We have added foreign currency conversion and tracking. This feature is great for investors who have more than one currency in their portfolio. The ITSD version also stores banking information such as loan, credit card and bank account. The banking import wizards will import downloaded bank files into the banking database. In theory, a user would never have to enter any banking transactions. This system uses the point and click method for record navigation. Our screens keep you informed about your financial status. We provide the information to the user in a net worth statement format. In the investment screens portfolio totals are displayed. Calendar Reminder and Events Events and reminders can be setup by the investor. Investment Expenses Investment expenses can now be matched to the investment to give a more accurate picture of what your investment growth really isForeign currency calculator. We enclosed a foreign currency database so you can convert your investments to another currency. There are numerous foreign currency reports that are based on the currency you want to convert to. It is easy to convert investments to other currencies. In Europe, as countries move to the Euro the investor can convert all of their investments into the Euro currency. And many more features
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