Investment Portfolio Management

OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. Track covered calls, option spreads and shares in one easy to use portfolio. Select from 25 custom reports.

Pros: This application lets you manage your investment portfolio well. It will help your trading account to be current. You are able to view profit & loss reports in minutes and detailed records of trades are maintained. This helps immensely when there`s a tax audit for example. Whether you are trading stocks, options, warrants, futures and CFD you can manage details with this one application. For the futures the application is able to provide advanced reporting and trade analysis.

With the help of the portfolio manager you are able to plan your trades before you risk your capital and actually do a trade. As you follow the check-list your trading discipline improves increasing the chances of returns on your investment. Stop loss, profit targets and end of financial year end reports are easily available. Reports on exact financial position helps make better trading decisions. The trading screens are simple. Keeping your trading portfolio up to date is easy. Looking at trading history you can pin down your strengths and weaknesses. You are able to track CFD`s, Stocks, Options, Warrants, Futures, Managed Funds, Dividends and trade financing costs. Trade prices are updated free from Yahoo! Finance or you can data from any reporting services you have been using. Analyzing trades to determine the most profitable area of your trading can help you maximize profits.

Cons: Nothing particularly problematic noticed.

Overall: Nice features and ease of use makes this application a 4 star one.

Are your trading accounts accurate? Can you bring up your profit & loss reports in a matter of minutes, should the tax people come calling? Would you be able to show detailed records of your trades in under five minutes?
OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis.
OTrader Portfolio Management Software allows you to:
* Plan your trades before placing your capital at risk.
* Trade your plan by using the trading plan check list, improving your trading discipline and potential returns.
* Manage your trades including stop losses, profit targets and end of financial year reporting.
* Review your trades so you can easily establish your trading strengths and weakness.
OTrader 4.1 provides everything you need as a private trader to manage your portfolio:
* Quick and simple trade entry screens that make keeping your portfolio up-to-date fast and efficient.
* Powerful reporting that details your exact financial position allowing you to make informed trading decisions. No more on-the-fly un-thought out panic decisions.
* Ability to track CFD's, Stocks, Options, Warrants, Futures, Managed Funds, Dividends and trade financing costs.
* Update trade prices for free from yahoo finance or use DDE to connect to your existing data source.
By creating unlimited accounts and systems you gain complete control over your trading to analyse each detail of your performance. By assigning trades to a specific trading system you gain the capability to drill down on your results exposing the strengths and weakness of your trading system.
* Advanced trade analysis allows you to determine the most profitable aspects of your trading so that you know where to place your money for maximum results.