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Updated: 02/04/2007
Investment Club Tools
- &"Value&" automatically updates real-time information about your investment club or portfolio. &"Value&" will get quotes and determine a current NAV for your club. &"Value&" also displays gain/loss for each security and member in the club. This program is not accounting software but uses your information to display a snapshot of your club or portfolio''s status using quotes automatically retrieved from the internet. &"Value&" displays each stock, shares owned, basis, last, change, current value and percentage change. It displays the balance in ''cash'' accounts. &"Value&" displays each member, the percentage of club ownership, shares owned, cost, todays value and average cost per share.
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