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Investment Tracking System - Deluxe Version
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Version
1.0
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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