Master Investor (MI) is a comprehensive portfolio management and technical analysis program for individual investors, financial advisors and money managers.
MI includes comprehensive portfolio management for up to 1000 portfolios of stocks, bonds, options, mutual funds, cash accounts, other assets and liabilities. MI's 30+ reports provide complete tracking of security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, etc. The custom report generator allows creation of reports based any one or more portfolios. The ability to combine portfolios, such as all retirement (IRA, 401K, pension, etc.) portfolios, allows users to maintain the detailed records needed for tax purposes without loosing sight of the big picture.
MI includes extensive charting capabilities for performing technical analysis. Users can create price/volume charts with moving averages, stochastics, on-balance volume, relative strength index, MACD, trend analysis, ratio cantor and correlation analysis. Other analyses include asset allocation, return-on-investment, return-on-value, portfolio IRR, and much more.
Charts and portfolios are easily updated. MI can download current price/volume data directly from the internet to update charts and reports (requires Winsock Internet connection). MI can also import price/volume data files in a wide variety of predefined as well as user defined formats.