The OWL Personal Portfolio Manager (PPM) was rated the best
portfolio management software by the Financial Times (London) and
Securities Research Company Ltd (New Zealand). This powerful, yet easy
to use, portfolio management and technical analysis system is used by
individual investors and money managers on five continents. Completely
redesigned, PPM is now even more powerful but just as easy to use.
- PPM eliminates the drudgery of investment record keeping by
maintaining records of stock, bond and mutual fund transactions and
automatically computing capital gains and losses using your choice of
IRS approved accounting methods. PPM also tracks cash accounts, other
assets and liabilities along with investment income from interest,
dividends, rents, royalties, etc.
- PPM helps you manage investments by maintaining seperate
accounting for up to 999 different portfolios. It is easy to set up
portfolios for retirement planning, children’s college funds, brokerage
accounts, what-if analysis and much more. The report generator lets you
customize each report to include any combination of portfolios over any
range of dates.
- PPM keeps you informed on the performance of both individual
investments and entire portfolios. It automatically computes both the
dollar value and annualized yield of unrealized capital gains, so you
can quickly tell the winners from the loosers. And PPM tracks and
charts the net worth of your portfolios, so you will always know if you
are meeting your investment objectives.
- PPM helps you analyze investments and potential investments
with powerful technical analysis charts. Charts include: price/volume,
moving averages, trend analysis, relative strength, on-balance volume,
Wilder’s RSI, stochastics, correlation analysis and asset allocation.
Version 7 includes built-in capabilities for downloading current and
historic stock quotes from free internet data services. All you need is
an internet connection.