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My Portfolio Consolidation

My Portfolio Consolidation helps you understand the performance of your total wealth invested in shares independent of which legal entity owns each share.

It is an add on to My Portfolio Frontier to accumulate performance results from shares held in all entities. My Portfolio Consolidation also allows you to look at results for a hand picked group of shares.

Accumulate performance results from all entities into one report

My Portfolio Frontier.htm My Portfolio Frontier.htm My Portfolio Frontier.htm

Get results for different share groups

You can create any number of views into your share portfolios. A view selects a group of share codes. Create a view to pick which share codes you want to assess. For example you may want to have different performance views for:

  1. your shares purchased on margin loan
  2. your banking shares
  3. your resources' shares
  4. your large caps
  5. your mid caps
  6. your micro caps
  7. your shares recommended by broker A
  8. your shares recommended by broker B
Price
  • $149.95 (tax deductible) for all your legal entities managed by My Portfolio Frontier.
Free Evaluation

Click here to get your free evaluation version

System Requirements
  • My Portfolio Frontier installed
  • Windows Vista, XP, Windows 2000 (SP3 or later) or Windows 98
  • 300 MB hard disk space

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