Detailed Description of Share Manager For Windows 4.2

ShareManager For Windows is an easy-to-use portfolio management system for both the novice investor and those with an extensive portfolio. At the click of a button, users can see how their portfolio is performing, keep track of dividends and print year-end summaries and a variety of reports.

ShareManager calculates profit and loss, capital gains tax liabilities, and provides year-end reports for tax returns. Current holdings and prices can be downloaded to spreadsheets for users wishing to chart this data.

ShareManager can hold Share and Dividend information for a single investor, or deal
with a range of investors, as required by portfolio managers. Provision is made for
Trust type income, and details of financial transactions may be recorded in the
Accounts facility linked to each investor.

ShareManager For Windows Key Features

* Records purchases and sales of stock parcels.
* Allows entries for a single investor or multiple investors and portfolios, with separate or combined reports.
* Facilitates entries for part-parcel and multi-parcel sales by selection.
* Where Bonus shares are issued they are automatically merged with existing share parcels.
* Tracks dividends as received allowing for entry of cash, tax credits, and dividends allocated as extra shares (DRP plans). The shares allocated are automatically entered as additional stock parcels.
* End-year CGT Reports
* A Trusts file allows entry of incomes for such investments including such items as foreign income, deferred tax, etc. with summary reports suitable for tax agent review.
* Companies sometimes enter into 'buy-backs' and 're-structures' which usually require editing of transaction records. ShareManager provides a means of calculating the effects of such events to assist record editing.

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