WAA© 

 

Portfolio/Stocks Application


Portfolio Management Demo
        Stock Research Demo  


 The applications include our new revolutionary tool WAA© (Web Access Assistant) which allows you to  to create ad-hoc reports, customizable update screens without programming.

Portfolio Management

Stock Research

Allows you to diversify  the portfolio by providing classifications based on customized needs.   
Update stock notes/comments from various sources
Import files from broker web sites and update automatically for multiple transactions as well stock splits. (Manual updates also available).
You can subscribe to selected  stock advisors, from  where the notes can be easily exported.  Data is organized for easy access and can be further customized. (Demo screens contain sample data ).
Add other type of assets manually and produce combined asset allocation reports.
Create different reports and save them for easy retrieval.
Prepare Schedule-D reports with and short and long term gains.
Create links to various web sites for more analysis, and news on individual stocks on the reports.
Check deposits, withdrawals, interest due on cash etc.
Create new queries and save them for quick selection.
Create Portfolio analysis reports (drill down) with custom categories (e.g.: risk, aggressive, small cap, biotech, etc;)
Generate tick reports, generate various analysis reports and  send alerts thru e-mails automatically.  
Create one page portfolio report with up to 120 stock symbols and 15 accounts with percentage of cash and stock value in each account.
Create links to various web sites for more analysis, and news on individual stocks on the reports.
Create new queries and save them for quick selection. 

 

 

Tool/Product

Prepare customized ad-hoc reports and save them.
Create customized update screens for any relational database table.
Create drill down reports and download query results to excel.
Create links to  files/documents in the network directories.
Different users can access data based on the filters
Customizable Filters based on login

 

The product/tool  is also available for sale to Institutions who are interested in customizing this software at their sites.
We are looking for partnerships for sale of the product.  Please contact us for details.