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Portfolio Director

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  • Portfolio Director Publisher's Description:
    An advanced portfolio management software. It offers you a clear concise way of managing multiple accounts under one "umbrella." Setting up new accounts and managing the information is a snap! It offers consolidated reports, market updates, portfolio yields, accounts yields, allocation reporting, benchmark comparisons...and much more! It s perfect for investment advisory firms, tax accounting firms, and investment professionals.

    Whats New in this Version
    - Benchmark Comparison
    - Historical Position Reporting
    - Historical Allocation Reporting
    - Portfolio Summary
    - Advanced Fixed Income tracking

    Specifications
    Updated: Wed Mar 07 2007
    Date Added: Wed May 26 2004
    Version: 6.0
    License: Demo
    File size: 9.2MB
    Operating System: Mac OS X 10.2 or later
    Company: Portfolio Systems, Inc.

    Reviews for Portfolio Director

    Budget software, but you get what you pay for...

    Reviewed by: Igor Yagolnitser, Mon Mar 24 2008

    The company is a one man operation, and it shows: the software is full of bugs that don't get fixed from version to version, and support is non-existent.
    Several products previously made by the company are no longer sold and not supported. The same can happen to the one you buy today.
    Stay away!
    Was this review helpful to you?


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