ISandA
Intergrated Shares and Accounts
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0422 134 601
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02 9980 6617
Understanding my Share Portfolio Better
The most frustrating thing about Share Portfolio Management is the lack of clear and transparent information.
Your broker reports only show you the current status of your shareholding, we can show you how a particular stock has performed over any given period (PDF or Excel format, percentage or dollar returns) which will show overall Capital gains or losses and will also indicate dividend returns including franking credits.
To view a sample click on Performance Report
Your share purchases and sales automatically update into the software, consolidations, share splits are automated.
Rights issues are reconciled manually by us on a monthly basis.
Your broker probably cannot produce a CGT and dividend report for your accountant, we can do that for you at any time.
Want to get an idea of your dividend flow in the next year? We can produce a monthly report for you.
Tracking your purchases and sales for any index is possible, true average cost of the shares are calculated, broker fees can be taken out of your calculations. You will know you the true cost of using your broker and you true returns on each share.
We can integrate the share portfolio management software with our bookkeeping software and ensure that you do receive all your dvidends by reconciling predicted dividends to funds received into your bank account and present these accounts to your accountant.