MIMICS Customer Portfolio Management System

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Note: The following information has not been updated by the vendor since 04/12/15.

Address:	2620 Dakota St. NE
	Albuquerque, NM 87110
Phone # for sales:	505-332-9220
Fax:	505-332-3148
Website:	www.mimics.com
Click link to request additional product information.
E-mail address:	sales@emimics.com

CATEGORY: SOFTWARE

General Information TOP

Product name: MIMICS Customer Portfolio Management System

Initial Price: $14,500 - $44,500

Brief product description:

MIMICS Customer Portfolio Management System is designed to allow you to track the portfolios of an unlimited number of customers. You can have any number of portfolios per customer, and each portfolio can contain an unlimited number of securities and currencies. The setup of the portfolio saves information regarding the type of portfolio, the Portfolio Manager, Assistant and Trader, and the customer's Investment Goals. The customer can request a certain distribution of investments between Security Types, Earning Types, or Industries. These requested guidelines can be saved as well. The portfolio can also be tied to a Benchmark Portfolio for performance comparison.

System Requirements TOP

Operating system(s):

Windows 7
Windows 8

Minimum RAM required: Greater than 4 GB

Minimum hard drive space: 5 gb

Minimum modem speed: N/A

Mouse required?: Yes

CD-ROM used?: Yes

CD-ROM required?: No

Demo disk available?: No

Market Information TOP

Markets followed:

Stocks
Futures
Bonds
Mutual funds
Options

Data TOP

Data type(s) utilized:

Intraday data
End-of-day data
Fundamental data
Historical Data

Sources for data:

Provided by an outside data source

Downloader:

Downloader provided
Auto-selecting of data to be downloaded
Unattended downloading

Data manager: N/A

Data Formats TOP

Formats read directly:

ASCII
Reuters
Interactive Data

Additional formats read directly:

Bloomberg

Formats read after conversion to program useable data:

ASCII

Additional formats read via conversion to program useable data:

Microsoft Excel

Charts TOP

Chart type(s) utilized:

Bar Charts
Candlestick charts
Line charts
Overlay charts
Layered Charts

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?: Yes

Alerts displayed in table?: Yes

Screening by individual system per market?: Yes

Save tables?: Yes

Automated printing of tables?: Yes

Trading Systems TOP

Trading system features: N/A

Options Analysis TOP

Options analysis features: N/A

Support TOP

Support features: N/A

Manual page length (if applicable): N/A

Additional Information TOP

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

MIMICS will customize the Customer Portfolio Management System to your operation's specifications.

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