Trade Portfolio Manager

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Note: The following information has not been updated by the vendor since 09/26/10.

Address:	303 West Madison Street Suite 1925
	Chicago, IL 60564
Phone # for sales:	312 239 8844
Website:	www.tradecaddie.com
Click link to request additional product information.
E-mail address:	sales@tradecaddie.com

CATEGORY: SOFTWARE

General Information TOP

Product name: Trade Portfolio Manager

Initial Price: $299.99

Brief product description:

Trade Portfolio Manager provides users a way to track all their stock and options trades with an easy and user friendly approach. The software tracks all the users' adjustment for any stock or option trade. For example, you can get the original cost basis from a collar trade, when the stock was purchased; identify the life of the trade from its initiation to conclusion or adjustment. Trade Portfolio Manager a full range of reports such as performance tracking, asset management, exit points, tax reporting, profit and loss, balance sheet, trade genealogy, and more. Users also have the ability to download all their trades automatically from their broker. A special version designed specifically for Registered Investment Advisors and a Brokerage Firm is also available.

System Requirements TOP

Operating system(s):

Windows XP
Windows Vista

Minimum RAM required: 512 mb

Minimum hard drive space: 100 mb

Minimum modem speed: Greater than 28800

Mouse required?: Yes

CD-ROM used?: No

CD-ROM required?: No

Demo disk available?: No

Market Information TOP

Markets followed:

Stocks
Mutual funds
Options

Data TOP

Data type(s) utilized:

Intraday data
End-of-day data

Sources for data:

Provided by the software vendor

Downloader:

Downloader provided

Data manager: N/A

Data Formats TOP

Formats read directly: N/A

Additional formats read directly:

N/A

Formats read after conversion to program useable data: N/A

Additional formats read via conversion to program useable data:

N/A

Charts TOP

Chart type(s) utilized: N/A

Charting features: N/A

Built-in indicators: N/A

Screening and Alerts TOP

Ranking based on: N/A

Screening based on: N/A

Alerts based on: N/A

Alerts displayed on charts?: No

Alerts displayed in table?: No

Screening by individual system per market?: No

Save tables?: No

Automated printing of tables?: No

Trading Systems TOP

Trading system features: N/A

Options Analysis TOP

Options analysis features: N/A

Support TOP

Support features:

Online help
Phone support
Bulletin board

Manual page length (if applicable): N/A

Additional Information TOP

Additional comments (please indicate additional indicators, special features and services here):

N/A

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