is a comprehensive portfolio management and technical analysis application for individual investors, financial advisors, and money managers.
Master Investor features comprehensive portfolio management for up to 1000 stock, bond, option, mutual fund, cash account, and other asset and liability portfolios.
With over 30 reports, it enables you to track security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, and more.
The custom report generator allows you to create reports based on any one or more portfolios, gives you the ability to combine portfolios, such as all retirement (IRA, 401K, and pension) portfolios, and lets you maintain the detailed records needed for tax purposes without loosing sight of the big picture.
The program includes extensive charting capabilities for performing technical analysis. You can create price and volume charts with moving averages, stochastics, on-balance volumes, relative strength indices, trend analyses, ratio cantors, correlation analyses, asset allocations, return-on-investment and return-on-value figures, and more.
In addition, charts and portfolios are easily updated via the Web. Master Investor can download current price and volume data to update charts and reports, as well as import price and volume data files in a wide variety of predefined and user-defined formats.
Master Investor 2000 runs on
Windows 95/98/Me/NT/2000/Windows 10/11
and is available under the
30-day Trial
license
— the installer is 1 MB.
We’ve catalogued it under
Investment Analysis.
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