Introduction Guided Tour Customer Services What is CGT?

Guided Tour

Portfolio Professional contains all the information and analysis you need to put power in your portfolio.

• Advanced Portfolio Management
  Portfolio Pro handles the most complex of portfolios, with full multi-currency capability, capital adjustment handling and transfer to spouse facility.
  
  

• Capital Gains Calculations
  Portfolio Pro is the only UK CGT software that copes with all the latest tax rules and over thirty years historical legislation. Includes ‘what if CGT scenarios’™, current position details and optimises the capital gains tax payable on your share transactions. CGT effects most transactions and is more complicated than you think – know where you are as you go
  

• Fundamentals Analysis
  Portfolio Pro can store all the information about a company that you need to know, from directors to subsidiaries to dividends to brokers forecasts.
  
  Our fundamental tools can help you find the buying opportunities that suit your investment strategy. Calculations from fundamentals data will highlight investments that match your requirements.
  

• Comprehensive Reporting
  The most thorough portfolio reporting available to UK investors. Portfolio Pro reports provide great supporting documentation for meeting your statutory tax requirements. Analysis of results and company information can be presented the way you want, with our flexible reporting controls.
  
  

 

• How FairShares Works