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QIFWizard Pro

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QIFWizard Pro is a developed by QIF Tools. This site is not affiliated with QIF Tools in any way. Read more.
QIFWizard Pro icon Use QIFWizard to improve your investment returns. The intuitive charts and graphs make it easy for you to understand how your investments are preforming. Import data from Quicken your brokerage, a Google portfolio, or other sources.
Version2.2
LicenseFree trial
OS supportWindows 8, Windows 7, Windows Vista, Windows XP
ReleasedAug 11, 2013
Last updatedDec 28, 2013
Total downloads361
Last week26
Ranking#5 in Personal Finance
PublisherQIF Tools
User rating

Screenshots

QIFWizard Pro screenshot
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Publisher's Description

From QIF Tools
Use QIFWizard to improve your investment returns. The intuitive charts and graphs make it easy for you to understand how your investments are preforming. Chart your returns against indices such as Dow Jones and the S&P 500, compare each of your investments, see your Return on Investment (ROI) and rebalance your investments to maintain your desired asset allocation.
QIFWizard can import all your investment accounts from Quicken and in just a few steps show graphs of returns and performance, comparing your accounts to indexes, other accounts, or individual securities. Or import data from your brokerage, a Google portfolio, or other financial sources.
QIFWizard handles multiple accounts, and can group accounts into a single report. This is very useful when switching brokerages, QIFWizard spans both accounts. Or if you have multiple retirement accounts you can view them either individually, or as a group. You can also create multiple portfolios and compare, i.e. your personal investment accounts vs. your 401K.
QIFWizard can either use price data from Quicken or update historical prices online. It will automatically classify your investments by type (Large Growth, China Stocks, etc.) and then group those classifications in basic asset classes (Stocks, Bonds, Foreign Stocks, Real Estate, etc.)
QIFWizard reads Quicken QIF export files and can import all your Quicken account in a single step. QIFWizard Immediately generates the account holding summary and asset allocation pie chart. Review investment transactions in a single display that is easier to understand than Quicken investment transaction reports.
QIFWizard's advanced rebalancing calculator will not just show you the basic buys and sells, but highlights exactly how much each positions is out of balance, and what needs to change. You can also override the calculator to specify what changes ought to be ignored, and use price quotes to calculate how many shares to buy or sell.

Specifications

Info URLhttp://www.qiftools.com/products/qifwizard/
Order URLhttp://www.qiftools.com/purchase/qifwizard/
Download URLhttp://download.qiftools.com/QIFWizard_Lite.exe
Cost$19.99
Install supportInstall and Uninstall
LanguageEnglish
File size7.10 MB
What's new is version 2.2? Additional editing features, investment displays, data imports

Publisher's License Agreement (EULA)

This license statement and limited warranty constitutes a legal agreement ("License Agreement") between you ("Licensee", either as an individual or a single entity) and QIF Tools. ("Licensor"), sole worldwide publisher of financial software products. BY INSTALLING, COPYING, OR OTHERWISE USING THE SOFTWARE, YOU AGREE TO BE BOUND BY ALL OF THE TERMS AND CONDITIONS OF THE LICENSE AGREEMENT. Upon your acceptance of the terms and conditions of the License Agreement, Licensor grants you the right to use the Software in the manner provided below. If you do not accept the terms and conditions of the License Agreement, you must promptly delete each and any copy of the Software from all your computers and removable devices. The Licensor reserves the right to license the same Software to...

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QIFWizard Pro is a developed by QIF Tools. This site is not affiliated with QIF Tools in any way. SafestDownloads is a platform that helps you find the software you’ve been searching for. SafestDownloads not only offers a vast catalog of thousands of free programs to choose from, but makes it easy to download them.
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