OmniValue is an advanced and easy to use application for managing financial assets. All types of assets including stocks, mutual funds, bonds, and bank accounts can be managed in the same OmniValue document. In an OmniValue document assets are organized into portfolios which are owned by an owner. An asset is described by defining transactions such as buy, sell, dividend, or a split. Financial metrics such as market value, gain/loss, cash flow, investment, return, and ROI are automatically calculated at all levels of an OmniValue document, both as numbers and as graphs.
OmniValue supports price updates from quote servers on the Internet. Most stocks, funds, and bonds traded on major markets around the world may be updated from Internet references. OmniValue also calculates tax using standard methods such as Average Cost and FIFO. OmniValue will automatically select the tax method that minimizes the tax. OmniValue has a built in report generator which generates detailed and extensive reports in the HTML format. The reports can be viewed in a web browser and opened in other office applications such as Excel and Word. OmniValue 2.0 features a new financial metric for Cash flow, support for multiple tax calculation methods, high and low price alerts, bookmarks, a rebuilt transaction engine with support for different record and payment dates in a transaction, reference scaling, and full graph view. Plus many more improvements, including support for Windows XP controls and styles, reorganization of data summary tab, etc. See also: finance, organize, stocks, funds, assets, transactions, quotes, tax, bond, currency, cash, investment, return, income, analysis
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