Portfolio Management

ANNI provides full Portfolio Management functionality with many advanced features other programs leave out. It provides the ability to customize the view anyway you like and save that view under it's own name allowing you to quickly and easily switch between those views when needed. By right clicking on any investment you will be presented with many integrated features that help speed up your research and analysis. This includes ANNI's built in tools and online resources as shown below.

All standard Portfolio Management features are present in both Standard and Professional versions. This includes Alerts, Monitoring, Tracking and Reporting of all investments and recorded transactions. Portfolio Reports show allocation, trades, transactions and performance all of which can be exported into a csv, text or html formatted file for further analysis.

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