BetterInvesting’s Portfolio ManagerBetterInvesting’s Portfolio ManagerUnderstanding the Home PageUnderstanding the Home Page

Created by: QUANT IX SOFTWARE, Inc.

Revised: July, 2007

We suggest you print the matching PDF file for this presentation to follow the notes discussion for this slide show.

2Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Manager software provides total portfolio management and Portfolio Manager software provides total portfolio management and investment record keepinginvestment record keeping

This PowerPoint® Presentation explains Portfolio Manager’s Home Page features.

The Portfolio Manager Home page includes: Tool bars, Portfolio Snapshot, Year to Date Activity

Portfolios pick list

Portfolio Summary

o Values tab

o Income Received tab

o Sold Securities tab

o Holdings Summary tab

o Allocation Summary tab

3Portfolio Manager

Using Portfolio Manager: Understanding the Home PageUsing Portfolio Manager: Understanding the Home Page

Topics : Topics : General explanation General explanation Tool Bars, Snapshot, Year to Date Tool Bars, Snapshot, Year to Date Activity ActivityPortfolio Pick ListPortfolio Pick ListPortfolio SummaryPortfolio Summary

4Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

The Home Page provides a thorough summary of the open portfolio

5Portfolio Manager

Using Portfolio Manager: Understanding the Home PageUsing Portfolio Manager: Understanding the Home Page

Topics : Topics : General explanationGeneral explanation Tool Bars, Snapshot, Year to Date Tool Bars, Snapshot, Year to Date Activity ActivityPortfolio Pick ListPortfolio Pick ListPortfolio SummaryPortfolio Summary

6Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolios pick list

Tool bars

Portfolio YTD

Portfolio Snapshot

Portfolio Summary section

7Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Tool Bars: quickly access frequent choicesTool Bars: quickly access frequent choices

Top Tool Bar

Update Prices: use this choice to retrieve and update prices for the Portfolio Manager Current Asset

Library.

Refresh Home Page: use this choice to recalculate the Home Page to reflect recent transaction activity

or recent market prices.

Backup Data: use this choice to perform a backup of your investment data.

Portfolio Setup Wizard: quickly create portfolios for tracking purposes with step-by-step instructions.

Web Sites of Interest: jump to your customized internet websites

Bottom Tool Bar

One-click access to common portfolio transactions: buy, sale, income, deposit, withdrawal

Help for the Home Page

8Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Open Portfolio Snapshot

9Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Snapshot and YTD Activity sections – an instant Portfolio Snapshot and YTD Activity sections – an instant summary of how you are doing…summary of how you are doing…

Current Value: current market value.

Use Hyperlink to printable report

Unrealized Gain/Loss: total unrealized gain or loss

Estimated Income: total forecasted income.

Year to Date Activity

Use Hyperlink to printable reports for investment income, realized Gain/Loss, Performance vs. the S&P 500.

10Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Appraisal Report from report link on home page

11Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Sold Securities Report from link on home page

12Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Income Received Report from link on home page

13Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Performance Report from link on home page

14Portfolio Manager

Using Portfolio Manager: Understanding the Home PageUsing Portfolio Manager: Understanding the Home Page

Topics : Topics : General explanationGeneral explanation Tool Bars, Snapshot, Year to Date Tool Bars, Snapshot, Year to Date Activity ActivityPortfolio Pick ListPortfolio Pick ListPortfolio SummaryPortfolio Summary

15Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Centralized Management of Multiple PortfoliosCentralized Management of Multiple Portfolios

Effective portfolio management requires

the understanding of how your investment

accounts interrelate.

Manage all your accounts, held at various

financial institutions, securely on your

computer.

Easy Home Page access to all of your

portfolios.

16Portfolio Manager

Using Portfolio Manager: Understanding the Home PageUsing Portfolio Manager: Understanding the Home Page

Topics : Topics : General explanationGeneral explanation Tool Bars, Snapshot, Year to Date Tool Bars, Snapshot, Year to Date Activity ActivityPortfolio Pick ListPortfolio Pick ListPortfolio SummaryPortfolio Summary

17Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – instant access portfolio detailsPortfolio Summary section – instant access portfolio details

Tabs for quick

review:

Portfolio Values

Income Received

Sold Securities

Holdings

Summary

Allocation

Summary

18Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Portfolio Values tabPortfolio Summary section – Portfolio Values tab

19Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Income Received tabPortfolio Summary section – Income Received tab

20Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Sold Securities tabPortfolio Summary section – Sold Securities tab

21Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Holdings Summary tabPortfolio Summary section – Holdings Summary tab

22Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Holding Summary tab (con’t)Portfolio Summary section – Holding Summary tab (con’t)

23Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Allocation Summary:Portfolio Summary section – Allocation Summary:Asset Allocation tabAsset Allocation tab

24Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Allocation Summary:Portfolio Summary section – Allocation Summary:Sector Allocation tabSector Allocation tab

25Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Allocation Summary: Portfolio Summary section – Allocation Summary: Size Allocation tabSize Allocation tab

26Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Summary section – Allocation Summary:Portfolio Summary section – Allocation Summary:Fund Objectives tabFund Objectives tab

27Portfolio Manager

Using Portfolio Manager: Understanding the Home Page

Portfolio Manager software provides total portfolio management and Portfolio Manager software provides total portfolio management and investment record keepinginvestment record keeping

This presentation has explained Portfolio Manager’s Home Page features:

Tool bars, Portfolio Snapshot, Year to Date Activity

Portfolios pick list

Portfolio Summary

o Values tab

o Income Received tab

o Sold Securities tab

o Holdings Summary

o Allocation Summary

28Portfolio Manager

Using Portfolio Manager: Understanding the Home PageThank you for your interest in Portfolio ManagerThank you for your interest in Portfolio Manager

To learn more, please visit :To learn more, please visit :

www.biportfoliomanager.comwww.biportfoliomanager.com(free 45 day demo available)(free 45 day demo available)

www.betterinvesting.orgwww.betterinvesting.org

QUANT IX SOFTWARE, Inc.QUANT IX SOFTWARE, Inc.1035 West Glen Oaks Lane1035 West Glen Oaks Lane

Mequon, WI 53092Mequon, WI 53092 262-241-3990 262-241-3990