Program Features

Portfolio                                              [Top]

  ST6 ST6+ INV4
Use for shares, unit trusts, gilts, ISAs, SIPPs, etc tick.gif tick.gif tick.gif
Keep any number of portfolios / bank accounts tick.gif tick.gif tick.gif
500 shares; 2500 trans; 2500 divis per portfolio tick.gif tick.gif tick.gif
Segment folio by business and geographic sectors   tick.gif tick.gif
       
Click to display/add notes for current share   tick.gif tick.gif
Click to display price chart of current share tick.gif tick.gif tick.gif
       
Simple and easy data entry tick.gif tick.gif tick.gif
Enter basic transactions (scrips, rights, part sales, etc) tick.gif tick.gif tick.gif
Enter takeovers and demergers     tick.gif
Enter ordinary and scrip dividends tick.gif tick.gif tick.gif
Enter accumulation dividends   tick.gif tick.gif
Enter reference for each transaction/dividend tick.gif tick.gif tick.gif
Debit/credit bank accounts automatically tick.gif tick.gif tick.gif
Link bank accounts to transactions tick.gif tick.gif tick.gif
Easy to edit transactions/dividends as necessary tick.gif tick.gif tick.gif
Sort trans/divis alphabetically, by date or manually tick.gif tick.gif tick.gif
       
Password protection   tick.gif tick.gif
       
Enter/compare brokers' costs for transactions tick.gif tick.gif tick.gif
Enter unique stop loss for each individual security   tick.gif tick.gif
Warning given if price falls below stop loss limit   tick.gif tick.gif
       
Update prices; instantly revalue your portfolio tick.gif tick.gif tick.gif
Update prices from Meridian Data tick.gif tick.gif tick.gif
       
Keep portfolios / bank accts in different currencies   tick.gif tick.gif
Summarise portfolios / bank accts in base currency   tick.gif tick.gif
Update prices from Meridian Data tick.gif tick.gif tick.gif
       
Click to display price chart of current share tick.gif tick.gif tick.gif
       
One click to display a report; one click to print tick.gif tick.gif tick.gif
Wide range of reports tick.gif tick.gif tick.gif
List summaries of current/past holdings tick.gif tick.gif tick.gif
List dividends for one tax year tick.gif tick.gif tick.gif
List transactions (all, sales only, one share only, etc) tick.gif tick.gif tick.gif
Subdivide reports by sector, security type, etc tick.gif tick.gif tick.gif
Specify scope of reports (one/all shares, dates, etc) tick.gif tick.gif tick.gif
       
List full CGT calculation for any single sale     tick.gif
List summaries of CGT due for sales in one tax year     tick.gif
List summaries of CGT due if current shares sold     tick.gif
       
Print reports portrait or landscape tick.gif tick.gif tick.gif
Save reports to disc (as rtf, htm, tsv, csv) tick.gif tick.gif tick.gif
Save reports for spreadsheet (as csv) tick.gif tick.gif tick.gif
Email reports from program   tick.gif tick.gif
       
Analyse portfolio/bank accounts by bar/pie charts   tick.gif tick.gif
Chart current/past cost, value, gain, percent gain   tick.gif tick.gif
Chart dividends received   tick.gif tick.gif
Chart by business/geographic sector, security type   tick.gif tick.gif
       
Always know the value of your investments tick.gif tick.gif tick.gif
Let stop losses advise you when to sell   tick.gif tick.gif
Monitor your portfolio weightings by bar/pie charts   tick.gif tick.gif
Anticipate your capital gains tax liability     tick.gif

 

Bank Accounts                                      [Top]

  ST6 ST6+ INV4
Keep bank accounts tick.gif tick.gif tick.gif
Automatically debit when entering share purchases tick.gif tick.gif tick.gif
Automatically credit when entering share sales tick.gif tick.gif tick.gif
Automatically credit when entering dividends tick.gif tick.gif tick.gif
       
List transactions tick.gif tick.gif tick.gif
Specify scope of reports (categories, dates, etc) tick.gif tick.gif tick.gif
       
Print reports portrait or landscape tick.gif tick.gif tick.gif
Save reports to disc (as rtf, htm, tsv, csv) tick.gif tick.gif tick.gif
Save reports for spreadsheet (as csv) tick.gif tick.gif tick.gif
Email reports from program   tick.gif tick.gif
       
Analyse bank accounts by bar/pie charts   tick.gif tick.gif

 

Automatic Downloading                          [Top]

  ST6 ST6+ INV4
Download closing prices from Meridian Data tick.gif tick.gif tick.gif
Download OCHLV data from Meridian Data     tick.gif
Update files automatically with one click tick.gif tick.gif tick.gif
       
Download 30 days' prices at once tick.gif tick.gif tick.gif
       
Store long names for shares, not just code names tick.gif tick.gif tick.gif
Update prices by code names tick.gif tick.gif tick.gif
Add/delete names as service changes with one click tick.gif tick.gif tick.gif
       
Download prices from Meridian Data via internet tick.gif tick.gif tick.gif

 

WatchDog                                            [Top]

  ST6 ST6+ INV4
See biggest movers, daily, weekly, etc     tick.gif
Watch your favourite shares; see how they move     tick.gif
Set target prices, high and low     tick.gif
List all shares in all portfolios below stop loss     tick.gif
Chart any of the movers with one click     tick.gif
Instant valuation of all portfolios and bank accounts     tick.gif
Search portfolios for shareholding in any share     tick.gif

 

Charting / Company Analysis                   [Top]

  ST6 ST6+ INV4
Use for shares, unit trusts, gilts, ISAs, SIPPs, etc tick.gif tick.gif tick.gif
780 prices per share; any number of shares, etc tick.gif tick.gif  
2600 prices per share; any number of shares, etc     tick.gif
Enter prices daily, weekly, randomly tick.gif tick.gif tick.gif
Update prices from Meridian Data tick.gif tick.gif tick.gif
       
One click and select name to plot pre-designed chart tick.gif tick.gif tick.gif
One click to plot most charts tick.gif tick.gif tick.gif
Plot price chart tick.gif tick.gif tick.gif
Plot OCHL chart (needs OCHLV data)     tick.gif
Plot Candlestick chart (needs OCHLV data)     tick.gif
Plot price and averages chart tick.gif tick.gif tick.gif
Plot Bollinger Bands chart     tick.gif
Plot price and comparison chart   tick.gif tick.gif
Plot price and indicator chart     tick.gif
Plot price and volume chart (needs OCHLV data)     tick.gif
Plot Point and Figure diagram     tick.gif
Plot Kaji diagram     tick.gif
       
Design your own normal chart layout tick.gif tick.gif tick.gif
Customise a chart; show exactly what you want tick.gif tick.gif tick.gif
       
Plot prices and moving averages of any period tick.gif tick.gif tick.gif
Plot Bollinger Bands     tick.gif
Plot OCHL lines, Candlestick (needs OCHLV data)     tick.gif
Compare one share with another share   tick.gif tick.gif
Compare a share's performance with an index   tick.gif tick.gif
Plot highs, lows, stop losses     tick.gif
Plot trend lines     tick.gif
Draw slope to see gain (%, %pa) anywhere on chart     tick.gif
Plot Rate of Change (ROC), Momentum indicators     tick.gif
Plot MACD indicator     tick.gif
Plot Money Flow indicator     tick.gif
Plot Force Index indicator (needs OCHLV data)     tick.gif
Plot Point and Figure diagrams     tick.gif
Plot Kaji diagrams     tick.gif
Add, edit, move labels and free text on all charts tick.gif tick.gif tick.gif
Show Buy/Sell lines on chart     tick.gif
Set background colour of charts tick.gif tick.gif tick.gif
Show Share ID on chart background     tick.gif
       
Automatic or manual scaling tick.gif tick.gif tick.gif
Use logarithmic or linear price scale tick.gif tick.gif tick.gif
Draw chart normally or inverted     tick.gif
Draw chart with extra thick or normal thin lines tick.gif tick.gif tick.gif
Price scale may on the left or right of chart tick.gif tick.gif tick.gif
Choice of date scale styles tick.gif tick.gif tick.gif
Zoom and magnify any part of a chart     tick.gif
Scroll charts to earlier/later dates     tick.gif
Rebase charts to base 100 or 1 to show growth rate   tick.gif tick.gif
Up to five charts per screen     tick.gif
       
Save chart; redraw whenever required   tick.gif tick.gif
Save up to four screens; recall charts as needed     tick.gif
       
Print charts tick.gif tick.gif tick.gif
Save charts to disc (as jpg, png, gif, bmp) tick.gif tick.gif tick.gif
Email charts from program   tick.gif tick.gif
       
AutoPlot each share in turn for rapid inspection     tick.gif
       
Enter prices in any date order; program will sort tick.gif tick.gif tick.gif
Import prices in csv format tick.gif tick.gif tick.gif
Adjust prices for scrip / rights issues, part payments tick.gif tick.gif tick.gif
Analyse price movements by tables and bar charts   tick.gif tick.gif
       
Enter company results (profit/loss and earnings)     tick.gif
Analyse and compare results by tables/bar charts   tick.gif tick.gif
       
Free price histories for around 2500 shares     tick.gif

 

Tools                                                  [Top]

  ST6 ST6+ INV4
Welcome screen to guide you through program tick.gif tick.gif tick.gif
Wizards to help you set up virtual portfolio tick.gif tick.gif tick.gif
Wizards to help you set up data downloading tick.gif tick.gif tick.gif
       
Password protection; prevent unauthorised access   tick.gif tick.gif
Keep your own notes on any company   tick.gif tick.gif
Alert when price falls below stop loss   tick.gif tick.gif
       
See biggest movers; daily/weekly price changes     tick.gif
Monitor your own watch list of interesting shares     tick.gif
       
Record RPI (Retail Price Index) values each month   tick.gif tick.gif
Record CPI (Consumer Price Index) values each month   tick.gif tick.gif
Complete with RPI and CPI data for over 20 years   tick.gif tick.gif
See RPI and CPI inflation values for each month   tick.gif tick.gif
       
Email reports and charts from program   tick.gif tick.gif
Direct links to share-specific financial web pages     tick.gif
Use calculator from within the program tick.gif tick.gif tick.gif