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Portfolio Manager 5 (PM5), which has been used by investors Worldwide since 1985, is recognized as the premier portfolio management software tool. With PM5 you take control of your portfolio and investment record keeping. The software provides sophisticated features to improve investment decisions, including an intuitive design, detailed accounting, comprehensive reporting, informative graphing and much more! |
✓ Investment Record Keeping
✓ Asset Allocation
✓ Tax Planning
✓ Fundamental Analysis
✓ Multiple Portfolio Management
✓ Broker Transaction Downloads
✓ Compatibility with BetterInvesting Data Feeds and Other BetterInvesting Software
✓ Free 30 Day Demo
✓ Import Microsoft® Money, Quicken® Data
If you’re not currently a BetterInvesting member, your membership will include:
✓ Powerful Online Stock and Mutual Fund Tools
✓ 24/7 Access to S&P Stock Data Service and Lipper Mutual Fund Data Service
✓ Monthly Online Stock Study Webinars
✓ Local Chapter Support and Training
✓ Online ‘Getting Started’ Curriculum
✓ Monthly Subscription to BetterInvesting Magazine
✓ First Cut – Completed Stock Selection Guides
✓ Access to BetterInvesting’s Members Only Content
✓ Discounts on Barron’s Subscriptions, Investing Books, Software and Events
Download Portfolio Manager 5
Instructions for downloading Portfolio Manager 5
Program Requirements
Minimum System Requirements:
Pentium Class Processor
512 MB RAM
1024x768 Resoultion
120 MB Hard Drive
Microsoft Windows XP, Vista, Windows 7
Recommended System Requirements:
Pentium Class Processor
1 GB RAM
1024x768 Resoultion
120 MB Hard Drive Space
CD-ROM Drive
Internet Access
Subscription to BetterInvesting's Stock and Mutual Fund Data Service
Subscription to BetterInvesting Online Analysis Tools |
“We would like to thank you for helping to contribute to our financial success. We started investing in 1994 with a few DRIP investments (McDonalds, Home Deport, and Synovus and $1500). We used PRK, now called BetterInvesting's™ Portfolio Manager from the beginning. We have grown our portfolio to $820,000 managed in eight accounts including Roth IRA’s, SEP, Rollover IRA’s and Non Sheltered portfolios. Portfolio Manager has enabled us to successfully manage our portfolios to maximize returns and using the tools available, minimize the time spent on record keeping especially at tax time. Since I am an active trader and also reinvest dividends, the new feature in v5 that provided automatic downloads of transactions from brokers has eliminated the monthly chore of doing this manually. It is a pleasure to get customer support from the person who developed the software. Again thank you for contributing to our financial success.”
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Power of the Portfolio Bundle
BetterInvesting Membership and Portfolio Manager 5 Software
Learn About Investment Clubs
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