Though Investor's WorkStation accounts for every penny, it is not intended to replace back office portfolio accounting software such as Advent and Captools. Investor's WorkStation, along with Investor's CalcStation and PerfCalc, is intended to replace standard investment planning, Monte Carlo Analysis, Efficient Frontier Analysis, Optimizer, and all other Modern Portfolio Theory related investing tools to force the user to address the substantive issues of advising and investing that actually do determine investing outcomes — a portfolio creation, management, and processing tool and a client communication tool; the what, when, why, how, and what ifs of investing in detail. For me, a means of creating unique investment portfolios for potential, new, and existing clients with them, one meeting; never heard 'I'll think about it' or 'No' again. Why? Because you are rock-solid right and because the process trivializes the pie chart carrying, Monte Carlo Analysis toting, and backtesting, beta and alpha, efficient frontier speaking competition!

Tutorials/Demo: QuickView | Create Asset Allocation Matrix | Create an Advisor Database | Create Cash Only Portfolio | Create a Blended Portfolio | Rebalance Portfolio(s) | Reallocate Portfolio(s) | Create a Block Trade

Investor's WorkStation: Premise | A Few Situations | Investor's WorkStation in a Flash | QuickView Tutorial | Screenshots | Slideshow | Advent/Portfolio Accounting Software | QuickView Slideshow | QuickStart Help | Print QuickStart Help.pdf | Help in Detail

A Few Reports .jpg: Allocation Table Matrix | Master Database | Advisor Databases | Advisor Databases Summary | Asset Allocation Recap | Portfolio Standing Worksheet | Dividend WorkSheet | Buy/Sell/Hold | Block Trade | Price/Sector Alerts | Positions | Performance Recap | Modified Dietz Performance Recap.pdf

Reports.pdf: All Individual Reports

Free Trials: 10-Day Software Trials

Investor's WorkStation Fit: Standard portfolio management, accounting, and reporting software — Schwab PortfolioCenter, Advent, Black Diamond, Captools, and others — start with importing 'What you have done,' and then emphasize portfolio accounting and reporting of 'What you have done' with little or no 'How you got there' portfolio creation and modification functionality to help you create portfolios and process change.

The black holes of investing for most investment advisors and almost all individual investors who manage their own capital are the failure to thoughtfully define, relentlessly apply, and rigidly enforce investment selection and management disciplines, rules, and procedures and portfolio design, management, and performance disciplines, rules, and procedures — that govern the dynamics of change and that help amplify the impact of good/well timed investment decisions and help mute the effects of bad/poorly timed investment decisions — and the absence of the critical, ongoing portfolio creation, management, modification, monitoring, and measuring processes — the what, when, why, how, and what ifs of advising and investing in detail — therefore, results more by chance than by design.

Investor's WorkStation ('How you get there software') is intended as an 'add-on' to portfolio management, accounting, and reporting software (better titled portfolio accounting and reporting software) to help you drill down to investing performance bedrock to fill in the weakest or completely missing investing performance link for advisors and investors by addressing the substantive issues of advising and investing that actually do determine investing performance outcomes; the basis for and the details of the portfolio creation and modification decision making action taking processes that get you to 'What your have done;' modifiable, user defined allocation table matrix and model portfolio templates and allocate, blend, rebalance, and reallocate individual, selected, or global investment portfolios to keep all investment portfolios structurally sound and competitive all of the time as investor investment profiles, the current market conditions, the market outlook, and relative investment values change; seamlessly and in seconds.

Sidebar: We always walked new and prospective clients through the logic of Investor's WorkStation. At the same time, we created what we thought should be their new, unique investment portfolios, starting with cash only or by blending some, none, or all of their current holdings in their investment portfolios (at the very least, initial buy, sell, hold recommendations) with our allocation table and model portfolio templates right before their eyes; never heard, 'No or I'll think about it again.'