With OmniValue you can organize
your financial assets into portfolios and 'owners.' A portfolio
contains assets of the same type, and the owner represents
all assets that have the same legal owner. The assets are
shown in a 'value explorer' that's similar to the Windows
Explorer.
Different types of assets can be defined, such as stocks,
funds, bonds, and bank accounts. The type of asset is defined
by making a selection from a list of predefined value types.
The asset is further described by inserting transactions,
which are selected from a list of predefined transaction
types.
For each type of asset in
the value explorer, calculations of market value, gain/loss,
investment, Return, ROI, income, and tax is shown both as
numbers and as graphs. The graphs show financial data per
year, per component, and per type of value. The present
value for an asset may also be updated from quote servers
on the Web.
Version 1.4 features a new financial metric for measuring
gain/loss of investments still held, support for mixed currencies
in a document, templates to quickly get started with new
documents, a new wizard for creating portfolios. Plus many
more improvements including support for export of reference
sources, improved web report, etc. |