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1989-11-15
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PFROI v2.4h TECHSERVE, Inc. Registration $25 (+$3 S&H)
PORTFOLIO INVESTMENT FINANCIAL TECHSERVE
PFROI features complete portfolio management including
computation of return on investment (IRR method) before and
after tax and year-end capital gains reports using several
tax-lot methodologies. Users who register with the
publisher (Techserve, inc., POB 70056, Bellevue, WA 98007,
Telephone: 206 747 5598 / 800 826 8082) will receive an
enhanced version of PFROI containing additional features.
(Regis. price subject to change). PFROI features:
* easy data input format (unlike many commercial portfolio
packages)
* computation of true return on investment (IRR method) on
portfolio and securities within before and after taxes.
(also omitted on many commercial packages)
* numerous reports including capital gains, dividend &
interest reports useful for tax preparation and a detailed
open lot report useful for tax planning.
* several tax lot assignment methods including FIFO, average
cost and specific assignment. Tax rates are
user-configurable (flexible for tax law changes) and
estimated taxes computed.
* valuation graphics (CGA, EGA, VGA & Hercules supported).
* support of just about every security type (stocks, bonds,
mutual funds, cd's, depreciable assets, options, etc.)
with many transaction types including reinvestment of
dividends, interest and capital gains.
* output to printer, text file or screen.
The May 1989 issue of "CHANGING TIMES" magazine carries an
article entitled "BEST OF THE ALMOST-FREE SOFTWARE".
Amongst the shareware products highlighted is the "PFROI"
portfolio manager.
Here is what "CHANGING TIMES" has to say about PFROI:
"A SUPERB shareware portfolio manager, PFROI keeps track of
trans- actions in your investment portfolio and evaluates
its performance by computing your before- and after-tax
annual rates of return -- for entire portfolios or
individual securities. You can track multiple portfolios
-- say, one for your stocks, one for your mutual funds or
one for each brokerage account. The program supports every
conceivable type of transaction, including phantom interest
from zero-coupon bonds, depreciation, short sales and stock
splits. An added beauty is that it keeps track of the tax
implications of each trans- action. If your losses exceed
the maximum tax deduction in any one year, the program will
carry the loss over the next year. Another excellent
feature is the option of separating multiple purchases of a
stock (or dividend reinvestments) into tax lots so you can
keep track of your tax basis by specifying which lot or
lots you wish to sell."