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Master Investor
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Version
6.1.6
Master Investor (MI) is a comprehensive portfolio
management and technical analysis program for
individual investors, financial advisors and money
managers.
MI includes comprehensive portfolio management for up
to 1000 portfolios of stocks, bonds, options, mutual
funds, cash accounts, other assets and liabilities.
MI's 30+ reports provide complete tracking of
security transactions, capital gains, unrealized
gains, interest, dividends, reinvestments, net worth,
asset allocation, etc. The custom report generator
allows creation of reports based any one or more
portfolios. The ability to combine portfolios, such
as all retirement (IRA, 401K, pension, etc.)
portfolios, allows users to maintain the detailed
records needed for tax purposes without loosing sight
of the big picture.
MI includes extensive charting capabilities for
performing technical analysis. Users can create
price/volume charts with moving averages,
stochastics, on-balance volume, relative strength
index, MACD, trend analysis, ratio cantor and
correlation analysis. Other analyses include asset
allocation, return-on-investment, return-on-value,
portfolio IRR, and much more.
Charts and portfolios are easily updated. MI can
download current price/volume data directly from the
internet to update charts and reports (requires
Winsock Internet connection). MI can also import
price/volume data files in a wide variety of
predefined as well as user defined formats.
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