PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved
accounting methods. PPM also tracks cash accounts, other assets and
liabilities along with investment income from interest, dividends,
rents, royalties, etc.
PPM helps you manage investments by maintaining separate accounting for
up to 999 different portfolios. It is easy to set up portfolios for
retirement planning, children's college funds, brokerage accounts,
what-if analysis and much more. The report generator lets you customize
each report to include any combination of portfolios over any range of
dates.
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