TomTom Portfolio Manager

Please note: these web pages were copied off-line for your convenience on 1 Januari 2002. Please go on-line to www.tomtom.com for up-to-date information.

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Portfolio Manager The quick and easy way to take stock of your shares! |

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Runs on: Psion Revo, Revo Plus, Series 5,
Series 5mx, Series 7, netBook,
Ericsson MC218, Diamond Mako,
Osaris, Geofox
Languages: English

See also: Money,
Expense Manager,
Financial Calculator
Portfolio Manager is a comprehensive and easy to use fund management application. Fast, intuitive and highly configurable, Portfolio Manager allows you to have an instant and accurate picture of all your investments.

"...Portfolio Manager is a worthy shares database on your Psion.
You can track the progress of multiple funds in multiple currencies on multiple exchanges in multiple countries - and that's pretty impressive.
(Palmtop magazine, issue 27, February 2000)...."

Portfolio Manager is ideal for the private investor. Primarily a tracking application, it allows you to view the performance of your portfolio in a variety of reporting options. This helps you make informed decisions on your portfolio management.
key features:

- Easy to use and intuitive portfolio manager with instant reporting.
- View current and historical status of portfolio in a wide variety of reports.
- Manage shares, bonds, options, commodities and currencies on different exchanges.
- Review current investments and spread of portfolio.
- Set automatic warnings for user-definable conditions.
- Quick entry of quotes and transactions.
- Automatic feed of quotes from the Internet.
- Flexible import of historical data from a wide array of sources.
- Reports for quote and volume history, quote comparison, asset history, distribution, capital gains etc.
- Bookmark options to instantly reproduce your favorite graphs and reports.
- Powerful categorisation options (sector, market, country, self-defined groups...)
- Ultrafast. Instant response, analysis, comparisons, graphs and reports.
- Simple trading and transaction recording.
- Comprehensive manual.
- Full support for multiple currencies and international markets.

| Screenshots

Portfolio Manager offers a beautiful, simple and intuitive user interface.

Easy access to Portfolio’s features through icons and bookmarks.

Record quotes and transactions. Review the performance of shares, indices and your own investments through a wide variety of graphs and reports. View trade histories, fund histories, capital gains etc. Track your portfolio value over time at any level of detail.

View time charts of the market performance of a fund, or one of your assets, or of your portfolio, or of funds in any market, sector, group, country etc. Compare a share against an index, or any other share. Zoom in to a specified time range.

Compare a share against an index, or any other share.

View your portfolio distribution by fund, type, country, currency, market, sector, group, or combinations thereof; Review your investment spread in detail and set warnings to manage your spread.

click on any pie slice to go into more detail, or view subdistributions.

If you have a PC, you can also install the Portfolio Manager Internet Agent™, which can automatically retrieve quotes from the Internet. (See out support pages for more information about downloading historical quotes)

| Related products

Money | Financial Calculator | Expense Manager

| Technical Details

Languages | Requirements | Distribution | Suitable for

The application runs in English

The application requires 550k to install, Running the application requires at least 550k.

Available
on CD-ROM

Psion Revo
Psion Revo Plus
Psion Series 5
Psion Series 5mx
Psion Series 7
Psion netBook
Ericsson MC218
Diamond Mako
Osaris
Geofox

To use the Internet Agent to automatically retrieve quotes from the internet, your PC needs Microsoft Windows (95, 98, NT4 or better), a CD-ROM drive, 5MB of free harddisk space, A working internet connection and a web browser (Microsoft Internet Explorer 4.0 or better), and PsiWin 2.2 or better (or Ericsson EPOC Connect v2.2 or better). Portfolio Manager can be used without the Internet Agent.

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