Screenshots

The Exchange selected as reference among all available Exchanges is used to specify in which currency the portfolios liquidate values are calculated.
Each portfolio can include Securities bought in different currencies.
Portfolio accounting is kept in the currency of this reference Exchange. Relevant exchange rates obtained by downloding are applied to the liquidate value calculations.

Securities to be selected in the different Program modules are available in two series of lists : reference lists and personal lists.
Reference lists include all Securities available at Exchange level and are classified by Market Segments and/or Activity Sectors.
Personal lists are set up by the User and each of them can include any Security from any Exchange.
These lists are dispayed to the left of the screen in a fixed area, or as a floating window.

The User can set up as many personal Lists as wanted including any Security from any Exchange.
A search field for Securities is available for direct selection in the relevant list. The Security name, partial name or ISIN code can be typed in this search field.

Stocks of reference lists include general information displayable in the Datasheet window.
These information include : Exchange name, Stockname, Local code, ISIN code, Market Segment, Activity Sector (when available), and the main indices where the Stock is referenced.

Stocks are also classified by Activity Sector (when this Sector is available). Basically the Program includes about 30 different Activity Sectors, Sectors generally widely used by financial Analysts.
The User has the facility to customize this list of Sectors for its own needs.