NAIC Personal Record Keeper Review and Download - NAIC Personal Record Keeper v2.5 at Personal Finance of Home & Hobby

NAIC Personal Record Keeper v2.5

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Publisher:

QUANT IX SOFTWARE, Inc.

License: Demo

Size: 8.0 MB

Date added: 2009-01-28

Downloads: 28

Downloads - Last week: 1

Price: $0.00

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NAIC Personal Record Keeper is a comprehensive personal portfolio manager program, designed to provide detailed accounting for investment transactions for a variety of investments. You can quickly and accurately track your personal investments, including stocks, mutual funds, T-bills, and cash. It automatically updates stock prices from on-line services. Easily record transactions such as purchases, sales, income, reinvestments, stock splits, stock dividends, and others. Multiple purchases of the same asset are tracked as separate lots.Personal Record Keeper can also tracking the investment income you receive. Income received can be designated taxable versus non-taxable, and in the case of mutual funds, gain distributions can be designated short-term or long-term.You can create and print a wide variety of detailed portfolio management reports that identify information by security, by asset type or by portfolio. Most reports can be filtered to include relevant information for a specific range of dates, or from inception.

Downloads from QUANT IX SOFTWARE, Inc.

NAIC Club Accounting for Windows v1.03 - Allows the treasurers of NAIC investment clubs to accurately maintain their club's books according to the methodology of the copyrighted NAIC Club Accounting Manual. As such, it is the Official NAIC software product for performing this task. ... (13/1)

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NAIC Investor's Toolkit v3.0 - NAIC Investor's Toolkit is the official NAIC computerized investment tool and is especially useful for novices learning the NAIC methods of investing. The computerized forms are completed automatically as you add data. ... (42/0)

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