Master Investor Download and Master Investor Reviews

Master Investor 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.

Download Master Investor 6.1.8 Trial

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What's new in version 6.1.8:

• New Look and Feel. Version 6 incorporates a new interface, designed to make it faster and more intuitive. Primary and secondary menu options are now selected with a single click instead of a double click and the new tabbed page design with guide lines makes it easier to find and select functions within the program.
• Faster Data Entry. Data entry processes have been revised to make entry of data from brokerage statements faster. When entering dividend income, it is no longer necessary to return to the main menu to enter income from multiple stocks.
• On-line Quote Updates. A capability for downloading historic price information directly from Yahoo finance has been added. This is in addition to the ability to download current quotes from virtually every major world exchange.
• New and Updated Reports. MI 6 adds 2 new reports as well as a number of refinements and expanded options to existing reports. New reports include a Schedule D report which generates just the information needed to fill out the U.S. schedule D tax form. Another report computes the internal rate of return for securities held in specified portfolios.
• New Notes Field. We received several requests for the ability to add written notes to records of share purchases and sales. The new notes field enables this capability allowing users to record comments including why the shares were purchased, how they were acquired (e.g., through a spin off or merger), how and why a cost basis was adjusted from the original purchase cost, etc.
• Archive capability. Individual securities that are no longer of interest can now be archived so they no longer appear in lists of stocks when entering dividends, etc. Transaction and price histories are retained.

Master Investor 6.1.8 from OWL Software was downloaded by 416 users since software was published on Personal Finance Software downloads section. No visitors posted their reviews and this software is not rated yet, so be the first and submit your review today!