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Captool Individual
Investor
(Licensed only for
personal, non-commercial, non-institutional use)
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Minimum System
Requirements |
- Pentium or equivalent, 64MB, SVGA (800x600),
MS-Windows 95, 98, 2000, Me, XP.
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Recommended
System |
- 400 MHz or better, 128 MB, XVGA
(1024x768)
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Interface
Features |
- Multi-document interface permits viewing several
portfolios at one time
- Scrollable, multi-record data viewing and input
screens, with masking and screening functions
- User-customizable data screens (field order,
fonts, colors, headers, etc.)
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Securities
Handled |
- Stocks, Mutual Funds, Annuities, Bonds (fixed,
zcb's, variable, treasuries, munis...), Cash, GNMA's, CMO's,
Real Estate, Partnerships, Options, User Defined
Securities...
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Transactions
Handled |
- Buy/Sell, Short/Cover, Margin buys, Return of
Capital, Dividends, Interest, Phantom Interest, Capital
Gains Distributions, (Short/Long), Reinvestments, Splits,
Reverse splits, Premium/Discount Amortizations, Fees,
Commissions, Spinoffs, Mergers, ... and more.
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Taxes |
- Cost basis computation and tracking
- 5 tax lot methods (FIFO, LIFO, Avg, Avg/2,
Specific)
- Automatic/Manual tax lot assignment
- Minimize taxes or Maximize gains
- Estimated tax computations
- Customizable tax rate tables
- Federal/Local tax-free options
- Capital Gains and Income reports
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Reports |
- Extensive report customization includes:
- Field selection from over 200 fields
- Font type, size, and color control
- Border (boxing) control
- Subtotal and Totaling control
- "Suppress Detail" option
- Date and Numeric formatting control
- Optional customizable graphics associated with
many reports
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Graphics |
- Fully integrated screen and report graphics
- Valuation & Investment vs. Time
- Portfolio growth vs. market indices
- Allocation pie charts
- Security prices and fundamentals
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ROI
Performance |
- Time-weighted ROI's
- Time+Dollar weighted ROI's (IRR)
- Before/After Estimated Tax ROI's
- Before/After Commission ROI's
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Analysis |
- Security Ranking and Sorting by over 30 measures
(requires download, import or entry of pricing and other
data)
- Bond yield to call/Maturity, duration and
maturity date ranking
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Imports and
Exports |
- Plain text data import and export
- Comma-delimited data import and export
- User-customizable import translate
templates
- Pre-defined import templates for popular data
sources
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Downloading |
- Integrated Internet quote downloads from various
"free" web-sites. (Data provided by 3rd party
services are subject to interruption, modification, or
change of terms)
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Data
Management |
- Multi-portfolio valuations
- International date & numeric formats
support
- Integrated backup & restore utility
- File merging function
- Data cut, copy and paste
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Licensing
Terms |
- Captool Individual is licensed only for the
personal, non-commercial, non-institutional use by the
licensee. It is limited to no more then 20
accounts.
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Updates |
| Updates to Captool portfolio
management software will be periodically posted on the
Internet at http://www.captools.com/,
from which they may be downloaded and installed according to
the instructions on the web page. Captool
Pro users have on-going access to Captool updates provided
their license is current. Captool
Individual and Global users have access to such updates for
the first 12 months, following initial licensing, after which
a non-mandatory license renewal is required to obtain further
access (see the “Update” web
page for additional information). |
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Click
Here for Licensing
Terms |
Click on the sailboat graphic for the
Captool
Individual Investor brochure in Adobe PDF
format.
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