Investment Portfolio Management Software

The Power To Perform: mhj3.com Managing Investing Judgment Since 1989

Investor's WorkStation Slideshow

mhj3.com: Home | Contact Us | Free 10-Day Software Trials | Prices/Order | Where you are trying to go — Investment Planning: Investor's CalcStation | How well you have done — Modified Dietz Performance Calculator: PerfCalc

Setup

Modular Pricing; Buy Only What You Need

Communications

Add, Modify, Delete Investment Sectors, Categories, and Qualities

Create Modifiable Allocation Table Matrix Templates

Select Number of Investment Sectors; Up To 25 Matrix Intercepts - Different Investor Investment Profiles

Match Investor Profiles/Suitable Investments, An Option to Modify Portfolios as Profiles/Markets Change

Weight Investment Sectors at Matrix Intercepts

Retrieve, View, Print

Master Database Composed of Any Number and Type of Investments by User Defined Investment Categories

Create Advisor Database (Model Portfolio Template)

Link New Advisor Database to Selected Allocation Table Matrix

Open Linked Allocation Table Matrix Investment Sectors

Select Investments for Each Investment Sector From the Master Database

Weight Investments in Each Investment Sector

Mutual Fund Advisor Database Completed

Individual Bonds, Equities, and Mutual Funds Advisor Database

List of User Defined Advisor Databases (Model Portfolio Templates)

Investor Entry and Portfolio Modification Window and History

Allocate Portfolios to Selected Allocation Table Matrix and Linked Advisor Database

Allocated Portfolio

Select Up To 50 Reports

Blend Portfolios

Rebalance Portfolios

Reallocate Portfolios

Block Trade

Select Accounts and Percent

Import Portfolios Option

Relative Strength Analysis

Price Alerts

Sector Alerts

Positions

Report Synopses

Internet Connection

Export Buy/Sell Trades for Execution

E-mail Reports

Billing Center Option

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