© 2013 Meridian Software
Our software is not a cut-down version of professional software that is difficult and inappropriate for a private investor to use. Nor is it software written by an amateur for his own purposes and sold in small numbers through small ads.
Our software was written for the private investor. It is easy to use by private investors and contains the features that most private investors need. We have been selling the software for nearly fifteen years and get a lot of feed-back from our customers which we try to incorporate in our software. In a sense our software is written by you!
[In fact our software is also used by professionals.]
Charting / Company Analysis [Top]
Good analysis of all available information is essential in making wise investment decisions. Graphical analysis of share prices, index movements and company results is a powerful method of spotting trends quickly and with all our programs there are a variety of tools available to help you do this.
The most common charts are already set up for you. Just select the share name and you can draw a chart automatically and perfectly scaled to fit the screen exactly.
Stockmarket 5 will draw a good basic share price chart and a chart to show price and moving averages. You can select the period of the averages to suit your investment strategy.
Stockmarket 5+ will also draw a chart comparing prices of two shares or a share and an index. That is useful for seeing if one investment is performing as well as another. Whichever chart you draw no scaling is necessary, just select a share name and the chart will be drawn. Select another name and move directly on to plot the next share.
Investor 3 has all the features of Stockmarket 5+ but with much greater analytical capabilities. It will draw highs, lows, stop losses, trend lines, several oscillators and point and figure diagrams. It also records company results to give both technical and fundamental analysis. Compare results by tables or by bar/pie charts for past years (very informative in showing a company’s direction).
If you want to do something more special you can select exactly what you want to plot and how to plot it. Set the scales and layout to suit yourself. With Stockmarket 5+ and Investor 3 scales can be actual prices or rebased to base 100 or base 1 (useful for comparing two securities). Then you can add or delete any line (price, average, etc) with one click. Click to show; click to hide!
You can set the default value and normal colour (eg. average of 5 in red) for each line that you will plot. One click then displays the line using that default value in that colour. It is very simple. Naturally you can override the defaults if you wish. Text and labels can be put anywhere on charts as required. Charts can be printed for further study and permanent record.
Investor 3 will also enable you design your own charts with up to four separate charts on one screen. Click to plot the same chart for the next share. AutoPlot does this automatically.
Biggest Movers: Know instantly which shares have been on the move. This will show share movements over time for all shares being recorded. Download prices and immediately see the biggest movers over a day, a week, a month, you choose. Highlight any share name and click a button to see a chart of that share.
Share Watch: See how your shares are doing. Look at your portfolios and/or a watch list of shares that interest you and see the winners and losers. Highlight any share name and click a button to see a chart of that share.
Stop Losses: Know when to sell. You can list any share that has fallen below its stop loss for all the portfolios that you are managing.
Valuations: Know your position. You can see an instant valuation of all portfolios and/or bank accounts with the latest prices.
Share Search: List your holdings. You can search all your portfolios for shareholdings in any share.
Using The Program [Top]
The programs are easy and intuitive to use. All the major functions are reached from buttons on the toolbar. You will only need the main menu for a few little-used functions.
There is a hint line for each button as well as the on-line help system. Click the help button (or press F1) anywhere in the program and you will get help written for that topic. There is also a good manual should you get stuck.
Immediate Delivery [Top]
You cannot download our software, we will send it to you complete with a good manual. Delivery is fast!
The prices include delivery charges. Send a cheque or phone and quote your credit card number for immediate delivery by first class post.
Select which topic on our software you want to look at from the list. Click on the topic to go to that section.
Portfolio Management [Top]
Each portfolio and bank account is stored as a separate file on disc. There is no limit to the number that you can keep. Start a new portfolio and just type in details of transactions and dividends in any order, the program will sort them out. Keep portfolios for yourself, your family or clients. Keep bank accounts to record your investment cash flow.
Record normal share purchases and sales and other events such as scrip issues, rights issues and consolidations. All these can be entered very simply to keep your portfolio correct. Brokers' commission rates can be entered. If you enter several brokers' rates you can compare the cost of dealing with each broker. That can be interesting!
You can enter ordinary dividends (including the separate foreign income part) and scrip dividends. The program knows the tax rates and will calculate and display the tax payable automatically. Tax rates can be entered and edited after a budget. Transactions and dividends can be automatically debited or credited to bank accounts.
The latest share prices can be typed in or read in automatically from Meridian Data. One click will display a summary report showing the current value of your investments. Stockmarket 5+ and Investor 3 also have an automatic stop loss to warn you to sell if a price falls too far. The stop loss indicator will be shown against the share name on all entry screens as an additional reminder.
With Stockmarket 5+ and Investor 3 shares can be classified by business and geographic sectors. This is useful for subdividing and specifying reports and for analysing your investment performance with bar and pie charts.
A wide range of reports is available. List summaries of current and past holdings, transactions, dividends and cash accounts. Stockmarket 5+ and Investor 3 will calculate capital gains tax (CGT) liability for each sale or for your current holding. These will use indexation up to April 1998 and taper relief afterwards. Investor 3 can also be used for company tax liability where indexation is still in use.
Reports can be tailored to show the level of detail that you want. They can be general and show all transactions, dividends, etc. or can be specific and show, for example, just sales, sales between two dates, dividends in one tax year, etc.
Stockmarket 5+ and Investor 3 will analyse a portfolio by drawing bar/pie charts to show cost, value, gains and dividend income by share, type of share or sector.
Automatic Data Entry [Top]
Just click a button and around 3000 closing prices can be loaded into Investor 3 from Meridian Data.
Meridian Data you can download up to 30 days' prices at once (by subscription). Ideal for when you go away on holiday!
Data services use a code name for each share. The program can record a long name as well so that proper long names can be used in your portfolios and on charts.
Database maintenance is easy. Over time shares are added to and deleted from any data service. You can refresh your list and data files periodically with one click!
Welcome Screen: Nothing to learn. There is now a Welcome screen which will appear when you run the program to guide you to all the main features that you will need. Become an expert user faster.
Wizards: Downloading made easy. Use our Wizards to enter the details needed to start downloading data.
Wizards: Practice Portfolio. Set up a practice portfolio to see how much money you can make without risk!
Web Pages: Direct access to financial data. You can also go straight to any share-specific financial web page at the click of a button. This is very useful. Normally you would have to go to the start page of the financial web-site, click on a button to send you to, say, the research page and then select the share that you want. That can take time. With Investor 3 you can select the share name, select the web-site and go straight there. As an example, click here and you will go straight to the research page for Barclays Bank on Yahoo. (Click the Back button on your browser afterwards to return here.)
New To Computing / Investing [Top]
Many of our customers are not experienced in computing and / or investing. We never assume that all users are experts. Our software is simple to operate yet very powerful.
About Our Software