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Sample screen shots:
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Portfolio Manager:
With InvesTraK’s
portfolio manager, all of your accounts are
easily accessible from one common area - no browsing through endless
directories looking for the right account folder. Portfolio manager
puts all of your accounts at your fingertips. Track securities across
several different brokerage firms. Because your data is local and not
on line its secure. |
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Transaction Manager:
Track your transactions from one location in an easy to use transaction
grid. Select security transaction and view the current price, total
shares, total cost, average price, current value, and gain/loss.
Investrak is a
onetime purchase no need to keep
paying annual sussrptions. |
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Live Stock Updates:
If you have access to the Internet, you can track your
investment’s current price, gain/loss, percentage, volume, news,
and more. Get the latest prices. InvesTraK offers auto-timed
Delyed quotes saving
you typing time . |
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Securities Graphs:
Check your portfolios allocation.
Portfolio Asset ,Stock Exchange Industry Graphs, Transaction History
,Gain/Loss and dozens of others to choose from.
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Detailed Reports:
There are Dozens of detailed reports to choose from. Quote Performance
,Buy History ,Sell [Average Cost] ,Sell [FIFO], Security
Information ,Portfolio Type, Cash Transactions ,Transaction History,
Brokerage, History, Rate Of Return (ROR). Data History (Txt, Html,
Cvs). Export basic transaction history to Excel.
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