© 2024 Meridian Software
Program Features
Portfolio [Top]
ST6 | ST6+ | INV4 | |
Use for shares, unit trusts, gilts, ISAs, SIPPs, etc | |||
Keep any number of portfolios / bank accounts | |||
500 shares; 2500 trans; 2500 divis per portfolio | |||
Segment folio by business and geographic sectors | |||
Click to display/add notes for current share | |||
Click to display price chart of current share | |||
Simple and easy data entry | |||
Enter basic transactions (scrips, rights, part sales, etc) | |||
Enter takeovers and demergers | |||
Enter ordinary and scrip dividends | |||
Enter accumulation dividends | |||
Enter reference for each transaction/dividend | |||
Debit/credit bank accounts automatically | |||
Link bank accounts to transactions | |||
Easy to edit transactions/dividends as necessary | |||
Sort trans/divis alphabetically, by date or manually | |||
Password protection | |||
Enter/compare brokers' costs for transactions | |||
Enter unique stop loss for each individual security | |||
Warning given if price falls below stop loss limit | |||
Update prices; instantly revalue your portfolio | |||
Update prices from Meridian Data | |||
Keep portfolios / bank accts in different currencies | |||
Summarise portfolios / bank accts in base currency | |||
Update prices from Meridian Data | |||
Click to display price chart of current share | |||
One click to display a report; one click to print | |||
Wide range of reports | |||
List summaries of current/past holdings | |||
List dividends for one tax year | |||
List transactions (all, sales only, one share only, etc) | |||
Subdivide reports by sector, security type, etc | |||
Specify scope of reports (one/all shares, dates, etc) | |||
List full CGT calculation for any single sale | |||
List summaries of CGT due for sales in one tax year | |||
List summaries of CGT due if current shares sold | |||
Print reports portrait or landscape | |||
Save reports to disc (as rtf, htm, tsv, csv) | |||
Save reports for spreadsheet (as csv) | |||
Email reports from program | |||
Analyse portfolio/bank accounts by bar/pie charts | |||
Chart current/past cost, value, gain, percent gain | |||
Chart dividends received | |||
Chart by business/geographic sector, security type | |||
Always know the value of your investments | |||
Let stop losses advise you when to sell | |||
Monitor your portfolio weightings by bar/pie charts | |||
Anticipate your capital gains tax liability |
Bank Accounts [Top]
ST6 | ST6+ | INV4 | |
Keep bank accounts | |||
Automatically debit when entering share purchases | |||
Automatically credit when entering share sales | |||
Automatically credit when entering dividends | |||
List transactions | |||
Specify scope of reports (categories, dates, etc) | |||
Print reports portrait or landscape | |||
Save reports to disc (as rtf, htm, tsv, csv) | |||
Save reports for spreadsheet (as csv) | |||
Email reports from program | |||
Analyse bank accounts by bar/pie charts |
Automatic Downloading [Top]
ST6 | ST6+ | INV4 | |
Download closing prices from Meridian Data | |||
Download OCHLV data from Meridian Data | |||
Update files automatically with one click | |||
Download 30 days' prices at once | |||
Store long names for shares, not just code names | |||
Update prices by code names | |||
Add/delete names as service changes with one click | |||
Download prices from Meridian Data via internet |
WatchDog [Top]
ST6 | ST6+ | INV4 | |
See biggest movers, daily, weekly, etc | |||
Watch your favourite shares; see how they move | |||
Set target prices, high and low | |||
List all shares in all portfolios below stop loss | |||
Chart any of the movers with one click | |||
Instant valuation of all portfolios and bank accounts | |||
Search portfolios for shareholding in any share |
Charting / Company Analysis [Top]
ST6 | ST6+ | INV4 | |
Use for shares, unit trusts, gilts, ISAs, SIPPs, etc | |||
780 prices per share; any number of shares, etc | |||
2600 prices per share; any number of shares, etc | |||
Enter prices daily, weekly, randomly | |||
Update prices from Meridian Data | |||
One click and select name to plot pre-designed chart | |||
One click to plot most charts | |||
Plot price chart | |||
Plot OCHL chart (needs OCHLV data) | |||
Plot Candlestick chart (needs OCHLV data) | |||
Plot price and averages chart | |||
Plot Bollinger Bands chart | |||
Plot price and comparison chart | |||
Plot price and indicator chart | |||
Plot price and volume chart (needs OCHLV data) | |||
Plot Point and Figure diagram | |||
Plot Kaji diagram | |||
Design your own normal chart layout | |||
Customise a chart; show exactly what you want | |||
Plot prices and moving averages of any period | |||
Plot Bollinger Bands | |||
Plot OCHL lines, Candlestick (needs OCHLV data) | |||
Compare one share with another share | |||
Compare a share's performance with an index | |||
Plot highs, lows, stop losses | |||
Plot trend lines | |||
Draw slope to see gain (%, %pa) anywhere on chart | |||
Plot Rate of Change (ROC), Momentum indicators | |||
Plot MACD indicator | |||
Plot Money Flow indicator | |||
Plot Force Index indicator (needs OCHLV data) | |||
Plot Point and Figure diagrams | |||
Plot Kaji diagrams | |||
Add, edit, move labels and free text on all charts | |||
Show Buy/Sell lines on chart | |||
Set background colour of charts | |||
Show Share ID on chart background | |||
Automatic or manual scaling | |||
Use logarithmic or linear price scale | |||
Draw chart normally or inverted | |||
Draw chart with extra thick or normal thin lines | |||
Price scale may on the left or right of chart | |||
Choice of date scale styles | |||
Zoom and magnify any part of a chart | |||
Scroll charts to earlier/later dates | |||
Rebase charts to base 100 or 1 to show growth rate | |||
Up to five charts per screen | |||
Save chart; redraw whenever required | |||
Save up to four screens; recall charts as needed | |||
Print charts | |||
Save charts to disc (as jpg, png, gif, bmp) | |||
Email charts from program | |||
AutoPlot each share in turn for rapid inspection | |||
Enter prices in any date order; program will sort | |||
Import prices in csv format | |||
Adjust prices for scrip / rights issues, part payments | |||
Analyse price movements by tables and bar charts | |||
Enter company results (profit/loss and earnings) | |||
Analyse and compare results by tables/bar charts | |||
Free price histories for around 2500 shares |
Tools [Top]
ST6 | ST6+ | INV4 | |
Welcome screen to guide you through program | |||
Wizards to help you set up virtual portfolio | |||
Wizards to help you set up data downloading | |||
Password protection; prevent unauthorised access | |||
Keep your own notes on any company | |||
Alert when price falls below stop loss | |||
See biggest movers; daily/weekly price changes | |||
Monitor your own watch list of interesting shares | |||
Record RPI (Retail Price Index) values each month | |||
Record CPI (Consumer Price Index) values each month | |||
Complete with RPI and CPI data for over 20 years | |||
See RPI and CPI inflation values for each month | |||
Email reports and charts from program | |||
Direct links to share-specific financial web pages | |||
Use calculator from within the program |