🚀 go-pugleaf

Learn how Portfolio Logic can improve your investment performance with truly
unique portfolio management features.

http://www.blogicnyc.com/portfolio.shtml


Portfolio Logic includes the following features:

? Download and price your portfolio in less than 30 seconds. You can price
your portfolio many times per day if you like.

? Handle stocks, funds, options, bonds, and other investments.

 Both settlement date and trade date reporting.

? Instantly sort your portfolio the way it really matters. With the click of
the mouse, you can view your gains and losses any of the following ways,
instantly:

? List your positions by largest gain since yesterday.

? List your positions by largest gain since last pricing.

? List your positions by largest unrealized gain since inception of your
portfolio.

? Maintain a portfolio of unlimited numbers of stocks or mutual funds.

? Easily download prices from America On Line, Yahoo, or other internet
sites.

? Maintain multiple brokerage accounts in your portfolio so that you can
easily see which accounts hold the securities.  You can even hold the same
positions in multiple accounts.  One download from the internet can price
all of your individual accounts.

? Maintain multiple lots for the same security so that you can keep track of
different costs for tax purposes.

? Maintain open orders and list them in sequence with those closest to the
market on top.

 Manage dividend reinvestments including tax accounting related to dividend
reinvestment.

? Buy and sell transaction screens which enable you easily to perform the
accounting for buy and sell transactions.

? Maintain multiple cash accounts, one for each broker.  Easily see your
cash position by individual account or in total.  Easily determine the
percentage of your portfolio that is in cash or securities.

? For sale transactions, automatically  maintain realized gain information
and reports so that your taxable gains can be easily listed to assist in
income tax preparation.

? Maintain a separate list of stocks or funds that you are watching, but do
not yet own.  Each day, see how your real holdings compare to the ones you
are thinking about buying.

? Define your own business sectors.  Assign each of your holdings to a
sector and view your results by sector.

? Rate of return analysis.

 Transacation reports with full detail and audit trails.

? Maintain a tickler file in which you can refer to  when you mail checks or
certificates to one or your brokerage firms.

To learn more:    contact us or visit our web site at

http://www.blogicnyc.com/portfolio.shtml