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Solo Home
Welcome to Solo Software House. Please explore our products and information to
understand how we can help you manage your share portfolio transactions. Save
time and money preparing your Australian tax returns and constantly get
meaningful information to ensure strong portfolio performance.
My Portfolio Frontier
- Share portfolio management software for investors and traders
Benefits
-
Easy to enter share information that arrives
in the mail. Your share portfolio's tax information is up to date in seconds.
- Reduce accounting fees by
recording share transactions yourself. ATO compliant tax
reports for share investors and share traders.
- Avoid management fees by
monitoring your portfolio performance yourself.
- Understand your total return including
growth and dividends. Accurate calculation of investment returns using
Internal Rate of Return (IRR) calculation.
- Retain control of valuable information for
the lifetime of your shares independent of the number of brokers and financial
service providers you deal with.
- Comprehensive tracking of shareholder
notifications.
- Import transactions from your online broker
(e.g. Commsec) and get an ATO compliant tax report.
- Record cash transactions. For example,
interest charges on margin loans and CFDs.
- Plan for tax time to avoid impact on your
cash flow if you have a large capital gain from sales this year.
Quick Tutorial
What our customers say
- "Useful! That's an understatement!" (Mark Lynch, Chartered
Accountant)
- "I really enjoy the simplicity of
your product and now I have good control of my portfolio." (Sheryl Furman, Business Development
Manager)
- "This is so easy! I couldn't do that
with my spreadsheet. I wish I had this when I started with shares. How
do I get one?" (Larry Blode, Accounting Services Consultant)
- "Wow! I have entered my share information and I see I'm up 43% including dividends. It would
have taken me hours to do that." (Bob Shandler, Retired)
- "I can't think of anything it doesn't cover." (Ady Broder, General
Manager)
Testimonials
"Until now, my
management and reporting fees surpassed $6000 with a
large well known brokerage firm! I produce the same informative reports from
this package. Absolutely minimal data entries. Overwhelmingly impressed. The
most substantial cost cutting at such a minimal outlay I think I have ever
incurred."
Paul Harris, Private Landlord/Investor.
"Share management has never been easier and
more enjoyable! What was previously hard work on a spreadsheet is now effortless
and a pleasure to follow using the Portfolio Performance tools. The program is
so easy to use, I've started my teenage kids on it for their share portfolios so
they can learn at an early age at the same time as sharing the enjoyment of
watching their investments grow."
Dr Peter Silbert, Neurologist.
"Aside from impressing my accountant with
concise, accurate and reliable reports, I am able to easily track and challenge
the strategy setup by my broker. The performance reports have
helped me make decisions worth tens of thousands of dollars."
Howard Rosenberg, Managing Director. |
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