Portfolio Creation & Maintenance (PC&M)

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Note: The following information has not been updated by the vendor since 01/14/10.

Address:	89 N. Princeton Circle, Fl 1
	Lynchburg, VA 24503
Phone # for sales:	434 385 9085
Additional Phone #:	434 385 9085
Fax:	434 385 0210
Website:	www.pimsva.com
Click link to request additional product information.
E-mail address:	pims@pimsva.com

CATEGORY: SOFTWARE

General Information TOP

Product name: Portfolio Creation & Maintenance (PC&M)

Initial Price: go to www.pimsva.com for pricing

Brief product description:

PC&M is a complete and integrated program containing five separate programs listed on one GUI screen. These programs are Investor's Edge (IE), Global Asset Allocation (GLOBAA), Portfolio EVALUATOR (PE), ETFs+CEFs, and ZeroCoupon (ZEROC). Portfolios may be created and maintained using these programs and their databases -- daily updates to the databases are loaded daily on our servers ready for User access and downloading. Go to www.pimsva.com for more details.

System Requirements TOP

Operating system(s):

WindowsNT
Windows XP
Windows Vista

Minimum RAM required: Greater than 128 mb

Minimum hard drive space: 200 mb

Minimum modem speed: Greater than 28800

Mouse required?: Yes

CD-ROM used?: Yes

CD-ROM required?: Yes

Demo disk available?: No

Market Information TOP

Markets followed:

Stocks
Bonds
Industrial groups
Cash markets
Mutual funds
Indices
Options

Data TOP

Data type(s) utilized:

End-of-day data
Fundamental data
Historical Data

Sources for data:

Provided by the software vendor

Downloader:

Downloader provided

Data manager:

Editor for data
Split & distribution adjustments
Historical database included with purchase
Data printout
Refreshes and cleans data automatically

Data Formats TOP

Formats read directly: N/A

Additional formats read directly:

N/A

Formats read after conversion to program useable data: N/A

Additional formats read via conversion to program useable data:

N/A

Charts TOP

Chart type(s) utilized:

Bar Charts
Line charts

Charting features:

Print charts
Scaling: automatic
Trendlines: automatic
User-defined chart groups

Built-in indicators:

Advance-decline ratio
Accumulation/distribution
Advance-decline
Arms index (TRIN)
Beta
Money flow
Momentum
Moving averages: simple
New highs, new lows
Odd-lot short ratio
On-balance volume
Open TRIN
Price volume trend

Screening and Alerts TOP

Ranking based on:

Indicator and studies
Technical systems
Fundamental data

Screening based on:

Indicator and studies
Technical systems
Fundamental data

Alerts based on: N/A

Alerts displayed on charts?: No

Alerts displayed in table?: No

Screening by individual system per market?: Yes

Save tables?: Yes

Automated printing of tables?: Yes

Trading Systems TOP

Trading system features:

Trading systems library provided
Customize and edit formulas
System performance reports
System signals plotted on charts
Testing of portfolio risk & return
Testing of money management strategies

Options Analysis TOP

Options analysis features:

Multiple pricing models (e.g., Black-Scholes)

Support TOP

Support features:

Automated installation
Online help
Phone support

Manual page length (if applicable): N/A

Additional Information TOP

Additional comments (please indicate additional indicators, special features and services here):

N/A

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