Personal Portfolios

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Personal Portfolios
Tracking the Performance of your Holdings
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Personal Portfolios

• Integrated with your analysis to track the
  performance of your holdings

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Overview

• Any number of portfolios
• Any number of companies in a portfolio
• DRIP tracking
• Foreign stocks and foreign currencies
• Performance statistics
• Measures potential return of portfolio
• Diversification analysis
• Retirement planner
• Cost of switching

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Personal Portfolios

• Menu Selections

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Personal Portfolios
Typical Portfolio and Selections
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Personal Portfolios

• Portfolio Summary
• portfolio current value and cost
• simple and compounded growth
• indication of portfolio turnover
• potential return, up/down ratio, yield

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Personal Portfolios

• DRIP Portfolio Summary
• cumulative number of shares
• average cost

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Personal Portfolios

• Add/Edit Entries
• add purchased stocks
• edit existing stocks

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Retirement Planner
Assesses the benefits of life-long investing
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Cost of Switching
Sometimes holding is the better choice
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Diversification
by capitalization, revenues, sector, currency
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Demonstration
The most comprehensive program for NAIC analysis
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