Share Portfolio Management Information System

 

Flexibility and User-friendliness

Systematic screen layout and graphic interface.

Easy to user pull-down menus arranged in an intuitive way.

Flexible and easy access data entry interface and error detection.

Includes short-cut keys, default values, and flexible data selection list to speed data entry.

Built-in search facilities to assist selection of records for updating and viewing.

No decreases in performance as you add share transactions to your file.

Easy backup and restore database functions.

Easily configured for all computers and printers.

 

Integrity and Security

Built-in user access rights control and password security.

Data encryption/decryption for protection of privacy and confidentiality.

 

Business / Management Functions

Share purchases

Share disposals

Dividend income

Last year's high and low

Share updates

Index market

Price restriction

Capital reduction

 

Reports and Analyses

Broker listing

CDS account listing

Share Counter listing

Index market value

Share purchases listing & details

Share disposals & details

Share purchases and disposals listing (with profit / loss value)

Share updates (with high and low prices and profit / loss value)

Share transactions (list by CDS account and share counter)

Dividend income listing & details

Total shares (list by CDS account or shareholder)