Simple Invest provides a
fully integrated investment register solution with easy implementation, exceptional functionality and ease of use.
Simple Invest includes the following outstanding
features :
- 30 Days Unconditional Money Back Guarantee
- Multi user option available [Professional Edition Only]
- Transaction wizard to assist you with data input
- Rapid data input for all transaction types with Bank Account reconciliations
- Automated bonus share, consolidation, subdivision and dividend reinvestment data input options
- A check for security upper/lower limits after each upload of security prices and provides stock alerts.
- Ability to easily edit or delete transactions
- Investment register with asset price listing and the ability to easily update market prices
- Automatic calculation of profit and losses on disposal of assets
- Asset and liability reports for each register including a Statement of Assets and Liabilities, Asset Summary Report, Asset Change Report, Asset Summary Pie Graphs, Asset Movement Report, Projected Asset Disposal Profit/( Loss) Report, Australian Capital Gains Tax Report, Asset Disposal Report, Asset Income and Expense Reports and extensive Account and Transaction Listings including a GST Transaction Summary Report.
- Assets maintained by category allowing easy differentiation and calculation
- Management reports including investment reports and listings for all registers
- Ability to export reports and documents into Adobe Portable Document Format (PDF), Microsoft Word and Excel
- Ability to export data to BGL's award winning superannuation compliance solution, Simple Fund
