Portfolio Manager Pro is a software for the stock exchange agents / brokers. It will help you to organize and manage the portfolios of your clients. Look at the features:

Unlimited number of portfolios
Detailed client information
Individual comission rates
Portfolios access levels per user (for network environment)
Import of the daily transactions , no need for manual entries
Verification control of daily transactions before import
Automated price update every day through AGFN or through our web site
Sorting by id or Client Name
Unrealised and realised profit
Account Balance
Client orders (no order processing)
Order verification
Current Portfolio (as it looks today)
Diversity
Sending email to clients
E-mail to all clients their "current portfolio"
Split, Bonus ,Conversion , Divident
Transaction entry
Commission & duties calculation per transaction
Detailed transactions history
Transactions history per share
Settlement of transaction
Cancelation of transaction
Portfolio history
Client Account
Statement of account
Deposits and withdrawals
Technical Analysis providing a variety of indicators like moving averages, trends, bollinger bands, envelopes et.c.
Spread sheet calculator a tool for making scenarios (what if I buy at price x and sell at price y)
Warrants watch list
Agenda
Daily transactions report (or even per certain period)
Profit & loss statement per portfolio /share
Overall quantities per share
Investors list
Daily closing prices report
Ageing Analysis for debtors and creditors
Commissions & Duties
Historical Ownership
Possibility to create labels for investors addresses (mail merge)
Automatic generation of investors birthday list
Reconciliation of orders Vs Transactions
Most active tradors
Current portfolios- shares value graph
Best tradors graph
Most active tradors graph