Investors need to understand where they are, and where they have been, in order to set a successful course for the future...
QUANT IX SOFTWARE, Inc.
Data
Entry Services
How We Can Help...
Investors who understand what they own, and why they own what they do, are better investors. With this goal in mind, QUANT IX SOFTWARE is now offering data entry and record keeping services. Our goal is to help you get organized, leading you to better investment decisions!
Whether you have relied on the advice of other investment professionals, or you have directed your own investment decisions, QUANT IX's data entry services will provide you with a detailed understanding of your security portfolios. Our experience as both investment managers and as developers of two globally utilized investment management software programs provides us with the unique tools to help you get organized quickly.
What We Provide...
Investment Data Entry and Record Keeping ($100.00/hour):
- Record via data entry, all security transactions for your current investment holdings as gathered from your statements, confirms, etc.
- Research and record historical transactions that have affected your current security balances including stock splits, spin-offs, mergers, etc.
- Provide summary accounting statements of your security holdings in report format showing: quantity held, costs, current value, unrealized gains/losses.
- Provide tax-accounting statements showing any investment income including: realized gains or losses, dividend, or interest income.
- Provide accounting statements showing portfolio diversification.
- Provide performance statements showing how well your investments have performed.
- Provide your investment information on a data disk that can be used with either the BetterInvesting™ Portfolio Manager or the Investment Account Manager.
Click here to send us an email for more information regarding our data entry services. We would be happy to contact you to discuss your needs, explain our services in greater detail, and provide a time estimate for entering your past investment transaction history. |
