Investment Management denotes the management of different securities as well as assets in a professional manner, in order to meet some specified goals of Investors. Securities commonly refer to stocks, shares, bonds etc., whereas assets may include real estate, jewelry as well. Investors can be either institutions like corporations or insurance companies; or private investors like individuals.
Therefore, an Investment Portfolio can be defined as the list of financial investments held by the investor taken up collectively. Investment Portfolio Management therefore refers to the process by which an investment portfolio is accessed and maintained. There are several professionals who specialize in this function.
Now, along with theses professionals, more and more people are opting to go for a more savvy solution, i.e. Portfolio Management Software. As it is, today’s world of evolving technologies has also grown up to create soft wares which would help investors to manage their investment portfolios properly. A Portfolio Management Software is equipped with a number of features, which can help an investor in effectively managing his/her portfolio. Portafina Website
However, it is important to choose a Portfolio Management Software, which should be good enough to carry proper features which would help in managing your portfolio. So, the software should carry features regarding keeping records of the investments, which have been made, as well as disposed of, along with dates and times, linking to exact trades. Such records would help you while you are evaluating your annual or monthly income from the portfolio.
Along with this, your software should also support the different kinds of accounting methods, which would help the investor at times when he/she would be required to do the financial record keeping for the purpose of payment of his/her tax returns.
Nowadays, most investment portfolio management soft wares have the facility of preparing as well as storing relevant information in regard to a number of portfolios. This way, an investor can keep separate records in terms of short term, medium term as well as long term investments, along with some goal-specific investments as well such as tax saving investments. Effective software would offer numerous to innumerable number of such portfolios.
Investment portfolio management software would most often reveal real time prices of stocks and shares in the market, where the investor is dealing into. The real time price ticker might also constitute various features like tracking the shares that the investor has invested into, or is tracking for the purpose of future investment. The graph might also show different markers for Sell or Buy prices