Capital Gainz Investment Portfolio Manager
Capital Gainz is an investment portfolio manager that balances the modest
needs of the small investor with the complex requirements of the professional
investment manager. It's ideal for investors following a 'dollar cost
averaging' strategy with mutual funds or dividend reinvestment plans.
You record purchases, sales, and distributions with easy to understand
forms, and select records from scrolling tables. To record a sale, simply
specify how many shares to sell and the selling method: FIFO, LIFO, max gain,
max loss, specific ID, average cost. The shares selected are displayed for
confirmation or for a 'what if' scenario.
You can calculate and compare a security's total return with your
actual realized performance, which uses purchases, sales, and distributions to
calculate the internal rate of return. You can reinvest dividends,
record splits and conversions, and enter bond discount/amortization. Margin is
supported by tying a cash account to a portfolio. You can update prices from a
form, a file, or an online service. Updating a price will adjust the value of
all portfolios holding that security.
Capital Gainz provides several levels of detail and summary reports, and you
can restrict the information by date range, security, or portfolio. Other
reports include portfolio allocation, expected income, and Schedules B and D
from the tax forms.
You can generate price and moving average graphs, allocation charts,
cost/value charts, and other graphs from your data. You can retrieve and update prices from the Internet.
Unlike popular retail software that inappropriately forces the checkbook
paradigm on users, Capital Gainz is designed solely to manage investments. Thus,
investors find it to be more intuitive and 'cleaner' to use.