Investment Studio 1.2

Investment Studio 1.2 offers an effective tool which helps you to plan, track and analyze your investments with Investment Studio (TM)! Build custom screens in seconds. Program grids, charts and trading systems with simple, spreadsheet-style expressions and almost 400 powerful built-in functions. Create custom indicators and functions using your favorite ActiveX Scripting language. Download and parse quotes on any format, anywhere. Freely mix different currencies and markets; back-test, optimize and compare complex, multi-asset portfolio strategies.

Major Features:

1. Focus on your portfolio(s)
   • Investment software almost universally focuses on individual assets (usually shares of stock). At best, portfolio management is added as an afterthought. This forces you into a myopic frame of mind where overall portfolio growth takes second seat to the performance of individual portfolio components. Some software authors will go so far as to recommend that you concentrate on and trade a single stock exclusively. That certainly makes their job easier, but it runs counter to all existing knowledge about successful investing and risk management.
   • In Investment Studio, portfolios are not an afterthought; they are the starting point. Conceptually, all your investments are part of a tree structure with portfolios at the root. Each portfolio contains assets; each asset contains transactions and is linked to a quote history. Investment Studio's user interface is organized in views which reflect this natural structure.
   • At startup, the Portfolios view is automatically selected and lists all loaded portfolios:
   • This is where you load, unload, create, delete - and, most importantly, compare - your portfolios; and this is where you single out portfolios which you want to zoom in on using the Assets, Quotes, Transactions and System views. The latter are all portfolio-specific and customizable: the Assets view of portfolio A need not be anything like the Assets view of portfolio B.
2. Customize everything!
   • Most investment software provides you with a fixed set of tools (indicators, chart styles, data sources) to choose from. Investment Studio takes the opposite approach: just about everything in it is customizable and extendable. From screen content and layout to chart and indicator definitions to quote sources, you are in control.
   • For instance, creating a new chart can be as easy as picking it from Investment Studio's object gallery:
   • But you can also rewrite the chart's definition to completely alter which data it displays and how, and then add the new chart to the object gallery for future reuse.
   • Customization is generally possible at several levels, from basic to advanced. A chart can be moved around and re-sized with the mouse; its display properties (colors, fonts, axes etc.) can be modified extensively using its pop-up menu; its definition may allow one or more numerical parameters to be modified on the fly using sliders
   • Chart parameter sliders new entries may be added to its definition using the pop-up menu's Favorites section
   • Chart favorites menu and the definition may be edited explicitly.
   • Charts are not all there is, of course. Investment Studio has several customizable object classes (grids, charts, graphs, browsers) which you can use to create your own screens.
3. Freely mix different currencies and markets
   • Investment Studio fully supports multi-currency portfolios. Managing a portfolio containing assets quoted in 10 or 20 different currencies and countries is no harder than managing a portfolio made up entirely of NYSE-listed blue chips. You can analyze each asset in terms of any currency, not just its own or its portfolio's.
4. Download quotes from any source, in any format
   • You may recognize the following statement; it's taken straight from the FAQ (Frequently Asked Question) list of a well-known stock charting package:
   • The same can be said of most Internet-aware investment software. The reasons vary from bad programming to thinly veiled attempts to lock you into proprietary data formats and quote feeds. When one of the supported quote servers changes its format (as they regularly do) you then get something along the following lines:
   • In contrast, you can set up Investment Studio to parse just about any quote format and download data from just about any FTP or web source.

Requirements: Vista, Windows