Captool portfolio management software is an investment record keeping, performance measurement and portfolio management reporting tool designed for professional money managers, for sophisticated individual investors, and for others entrusted with managing investment assets.
Professional versions of Captool are designed to assist the money manager in growing his or her business. Professional versions of Captool incorporate time-saving features important to professional money managers, such as broker/dealer data interfaces, batch reporting, portfolio re-balancing, fee billing and client contact management. Hedge fund accounting is included with Captool Professional Investor Level 3 and Level 4 to accurately track and report on pooled investments.
Captool allows you to maintain complete records of all portfolio transactions, periodically value your portfolios, track investment cost bases, compute investment return on investment (ROI) performance, and generate reports and graphs.Return On Investment (ROI) measures provide you with feedback on your investment selection and timing, allowing you to fine-tune your investment methodology to achieve improved after-tax returns. Captool ROI is computed using the internal rate of return method. ROI's can be computed for individual securities, groups of securities, portfolios or groups of portfolios, before and after taxes and before and after commissions and fees.