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EasyInvest- Investment Management Software

Account & Portfolio Management Software EasyInvest helps in managing all your accounting, investments and Income tax related requirements. It manage Share / Stock transaction, directly imports Digital Contract Notes to avoid complex data entry.

Multiple Investor Data Management

Fully Menu Driven Modules

Use of Latest Technology Tools

Account & Portfolio Management Software EasyInvest helps in managing all your accounting, investments and Income tax related requirements. It manage Share / Stock transaction, directly imports Digital Contract Notes to avoid complex data entry.

Investments

Share

Manages Portfolio by keeping tracks of Stocks by Contract Notes

Software provides Management of

Public issue

Deliveries

Demat A/c

Dividends

Split of shares

Loan

Rights

Pledges

Bonus

Direct Import of digital contract Notes (to avoid data entry)

Mutual Fund

Manage Investment in Mutual Fund with Facility of Daily NAV Import

Commodity

Manage investment in commodities

User definable commodity Master

Other Investment

FD

PPF

BONDS

NSC

POST OFFICE

KVP

INSURANCE

Accounts

Financial Accounting

Transaction

Bank Receipt/Payment

Bank Reconciliation

Cash Receipt/Payment

Contra/Journal Entry

Accounting Reports

Bank Book/Cash Book

General Ledger

Journal Register

Annual Statements

Trial Balance

Income & Expense

Balance Sheet

Finance Tools

EMI Calculator

Deprecation calculation

Loan Amount, FD interest, Present Value calculation

Tax management

Calculation & Generation of Reports for

LONG TERM INCOME

SHORT TERM INCOME

SPECULATION INCOME
(DAY TRADE,F&O)

Tax calculator

Extensive Analysis Report

Contract Note Register

Broker wise

Security wise

Date wise

Security wise Net Position Report

Detail

Summary

Share Investment Return Register

Dividend Register

Public Issue Allotment/Refund Register

Day Trading Transaction Register

Long Term/Short Term/Speculation Income Register with Security details

Broker Wise/ Demat Wise / Security Wise Ledger

Effective stock price with & w/o profit

Lot wise Stock Analysis

Global Security wealth Register

Security and F&O Portfolio Tracker

Utilities

Link to import Website BSE, NSE, SEBI etc...

Import Stock rates (Bhav copy) from NSE, BSE

Import Mutual Fund NAV to keep your portfolio up to date

Dividend Register

Bulk e-mails

Personal Information manager
- maintain Appointment, Reminder, Address Books, Letters etc..