Personal Investment Software for End-of-day Traders. Portfolio Management, Technical Analysis & Market-filtering Tools

Personal Investment Software for End-of-day Traders

Microsoft Excel - From Beginner to Expert in 6 Hours

Portfolio Management, Technical Analysis & Market-filtering Tools

InvestX

A personal investment software package that incorporates all of the tools an end-of-day trader requires to make informed trading decisions. Invest X includes portfolio management, technical analysis and market-filtering tools.

investX is a new class of software product. It is aimed at being useful to the user throughout the entire investment cycle - a cycle which we see as involving: The identification of new investment opportunities; the research and analysis of those investment opportunities; the tracking of any chosen investment opportunities; and maintenance of those investment opportunities.

Identification. The identification process involves determining the criteria that makes an appealing investment opportunity, and then locating investments that meet these criteria. investX provides comprehensive market filtering features which allow the user to easily search every market traded security to locate those which meet their criteria. These criteria can easily be saved and used again at any point in time. Further, the integrated web browser allows the user to access internet-based content such as stock broker suggestions, etc, to help them identify appropriate investment opportunities.

Research and Analysis. The research and analysis stage of the investment cycle involves looking further into the investment opportunities identified in the first stage. Investments generally have to fit a number of criteria before an investor is satisfied that it is worth buying. investX provides a number of research and analysis tools - these include comprehensive charting and technical analysis features, and a unique system that allows users to directly access internet-based content pertaining directly to the security that they are dealing with. These features make the research and analysis process both simple and powerful.

Tracking. The tracking stage of the investment cycle occurs when the user purchases units in a security - after it has been identified, researched and analysed. investX is a comprehensive answer to the user's tracking requirements. Their investments can be broken up between numerous portfolios, and they can quickly see their holdings, the performance of those holdings, and a great deal of other valid information.

Maintenance. The maintenance stage of the investment cycle involves both monitoring your current holdings to ensure that they are performing in a manner that is congruent with what you expect of them, and being able to access information regarding your transactions, current portfolio performance, etc. investX provides this functionality by allowing the user to add stop-loss and target prices to each of their investments, as well as by providing detailed reports that can be quickly generated at any point - whether for taxation purposes, or for their own information.

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