Xref: utzoo misc.invest:11846 comp.sys.ibm.pc:54732 comp.os.msdos.misc:1519 Path: utzoo!utgpu!news-server.csri.toronto.edu!rpi!zaphod.mps.ohio-state.edu!sdd.hp.com!spool.mu.edu!uwm.edu!ux1.cso.uiuc.edu!clio.sts.uiuc.edu!maher From: maher@clio.sts.uiuc.edu (Patrick Maher) Newsgroups: misc.invest,comp.sys.ibm.pc,comp.os.msdos.misc Subject: Re: Financial portfolio software Message-ID: <1991Mar21.163410.8442@ux1.cso.uiuc.edu> Date: 21 Mar 91 16:34:10 GMT Article-I.D.: ux1.1991Mar21.163410.8442 References: Sender: usenet@ux1.cso.uiuc.edu (News) Organization: University of Illinois at Urbana Lines: 49 malik@cs.psu.edu (Sohail Malik) writes: >Does anyone have recommendations for software to manage financial >portfolios that: > - connects to the Dow Jones service to download quotes > - handles stocks, treasuries, and options (at least) > - has the ability to create customized reports > - is supported by a reputable company > - runs on a 386 with 2 megabytes of RAM running DOS with a 2400 baud modem > - allows you to choose the serial port being used >and preferrably: > - uses color to highlight information The program PFROI does everything you want, except perhaps "customized reports." There is a shareware version which does virtually everything; but to be able to download you need to register ($30) and get the enhanced version. I recently got it, and am very happy with it. The program is from Techserve, inc., POB 70056, Bellevue, WA 98007, Telephone: 206 747 5598 / 800 826 8082. Here's a list of features (from a file put out by Techserve): * easy data input format (unlike clumsy formats found on many commercial packages) * computation of true return on investment (IRR method) on portfolio and securities within before and after taxes. (again a key feature omitted on many commercial packages) * numerous reports including capital gains, dividend & interest reports useful for tax preparation and a detailed open lot report useful for tax planning. * several tax lot assignment methods including FIFO, average cost and specific assignment. Tax rates are user-configurable (flexible for tax law changes) and estimated taxes computed (again useful for tax planning). * valuation graphics (CGA, EGA, VGA & Hercules supported). * support of just about every security type (stocks, bonds, mutual funds, cd's, depreciable assets, options, etc.) with many transaction types including reinvestment of dividends, interest and capital gains. * output to printer, text file or screen.