Portfolio management software – Captools
Rating: 
Captools :
Offers a software which will be helping investors in record keeping of their investments along with performance measurement and reporting. Captools® Investment Software is no longer supporting their programs for the individual investor.Product is specially designed for investment firms, investment advisors, fund managers, family offices.
Official Web address
http://www.captools.com/
Captools/net Software
features :
- Portfolio re-balancing and trade generation
- Flexible fee billing
- Client contact management
- Automated custodian data import interfaces
- Automated reporting
- Accounting for hedge funds
- Multi-currency support
- Family partnerships and limited liability corporations
- Measure return on investment performance
- Cost bases tracking
- FIFO, LIFO tax lots
- Reports and charting templates
The Captools/net Enterprise version is recommended for users with more than five users and/or more than 1000 accounts.