List of some of the Features

• Works on most PC versions of Windows Excel

Why Choose Us

Our focus is to provide a practical template that helps you track your investments clearly.

Your Portfolio is displayed by each unique Purchase and Sale. This allows you to easily differentiate the shares bought at $5 from the shares purchased for $20 (rather than having just a bunch of shares and their total cost !)

You can then make Selling decisions based on unique characteristics rather than an amorphous whole.

Our users advise us that, profits from selling shares are in the range of 4.5% to 7% when using the Template.

(These will of course vary depending upon your unique Portfolio)

• NO Excel knowledge required

• Dividends, Capital Gains, current Portfolio values, profits/losses, etc. are all calculated Automatically from stored data.

• Dividends (up to 24 per year per code), Share Prices, (DRP) Dividend Re-investments, ASX Code Names, Franking rates, etc are all stored INTERNALLY and are refreshed on a regular BASIS.

Example of the extensive Portfolio layout and options

• Template updates (for Functionality or Dividends) are non-destructive (they leave the original untouched)

• The Template handles changes such as De-listings, Name change, Code change, Mergers, Swaps (with or without cash), all with ease.

• SMSF functionality is included

• "What if" function allows you to see the impact of different Share Price scenarios.

• Complete daily Portfolio updates take only a few minutes !

• Portfolio can be imported from external sources e.g Commsec

• Backups can be exported or held internally

• Statistical summary exists

• Works best on Desktops and Laptops (the system automatically adjusts screen size to fit each )

• Shares can be Sold by the following characteristics
  - Most Profitable, First in, Last in or , by Specific Purchase number (known as a Parcel)

• The system automatically recalculates any purchase Fees and numbers should a Parcel be split i.e only some sold

• all Reports can be Printed or, Exported to CSV or PDF