FIS WinCE Suite 7.4

FIS WinCE Suite has accredited software approval from HP - Compaq and is part of Microsofts Finance Initiative
FIS-WinCE Suite (ver 7.3) includes:-
Pocket Genesis Charting & Technical Analysis (7.7)
Portfolio Manager & Quotes Downloader (5.0)
Mortgage, Lease & Loan calculators (5.0)
Foreign Exchange Currency Calculator (4.3)
Options Calculator (5.1)
Futures Calculator (4.1)
Pocket Genesis - Charting & Technical Analysis
Ported from our desktop version Genesis, Pocket Genesis is a stock charting & technical analysis system that assists in investment decisions by analyzing data using a complete set of models, filters & charting tools. The system supports all instruments from every financial market and can also be used to chart and analyze any other kind of data.
Pocket Genesis includes an historical quotes downloader, has the ability to read in data files and provides Internet connectivity so data can be retrieved from the Internet or Intranet and charted directly in Pocket Genesis. Users have the option to either enter any URL from where to retrieve the data from, or use the URL builder to fetch FREE data from Yahoo Finance.
The system incorporates the most widely used charting models, with fully customisable charts & save/restore features, allows drawing trend & channel lines, with options to filter data, export data and Zoom in/out graphical capabilities.
PortMgr - Portfolio Manager & Quotes Downloader
PortMgr is a portfolio management system that keeps track of all your investments, including stocks & shares, mutual funds, bonds, futures and options, with support for every financial market and no restrictions on the number of portfolios that can be monitored or on the number of positions per portfolio that can be entered.
PortMgr incorporates three price update mechanisms, allowing users the option to manually update prices, automatically update portfolios by reading in price files or automatically update portfolios via the Internet using FREE quotes data from Yahoo Finance.
The system has no restrictions on number of long and/or short positions entered, unwinds full or partial positions, provides save/restore facilities, exports portfolios in CSV file format and automatically recalculates for any portfolio changes.
Mrtgcalc - Mortgage, Lease & Loan Calculators
Mrtgcalc is an easy-to-use loan calculator allowing users to analyze and manage all types of loans including but not restricted to mortgage loans, property home loans, auto car loans and student loans. Mrtgcalc supports lease loans and includes the much-awaited Loan Amount Calculator, Interest Rate Calculator and Loan Term Calculator alongside the popular Monthly Payment Calculator.
Users can enter, edit and store unlimited numbers of loan calculations. For each loan, Mrtgcalc will show the Monthly Payment, the Cost of Loan and a full Amortization breakdown detailing the Capital Paid, Interest Paid, Outstanding Loan Balance, Total Capital to date and Total Interest Paid to date for each month, whilst allowing capital repayment scenarios to be entered and providing save/restore facilities.
pFXcalc - Foreign Exchange Currency Calculator
pFXcalc is a foreign exchange (FX) currency calculator (converter) allowing users to determine and manage all their money and travelers checks conversions. pFXcalc (ver 4.3) supports Internet update as well as manual update of exchange rates and allows previous FX calculations to be modified without the need to re-enter the inputs again.
The system supports exchange rates for all countries, has no restrictions on the number of FX calculations that you can enter, edit or delete, takes care of any commissions, and provides a save & restore facility so that calculations can be stored for later reuse. For each FX calculation, pFXcalc will show the Name, From Amount, To Amount, Commission (if any), FX Rate, Date and Time.
Pocket Optcalc - Options Calculator
Ported from our desktop version OptDrvr, Pocket Optcalc allows the evaluation of options which are American or European, Calls or Puts with or without dividend details. Calculates option fair values, deltas, gammas, vegas, thetas, rhos, implied volatilities and WhatIf scenarios. Option models include Black-Scholes, Black-Scholes adjusted and Binomial.
Pocket Futcalc - Futures Calculator
Ported from our desktop version Futcalc, Pocket Futcalc allows the evaluation of Futures fair values, deltas, thetas, rhos. premium, basis, index value and implied dividend of the future.
Enhancements:
- Pocket Genesis includes an historical quotes downloader, has the ability to read in data files and provides Internet connectivity to fetch data
- Portfolio Manager can automatically update portfolios via the Internet as well as manually or by text file.
- Currency calculator supports Internet update as well as manual update of exchange rates.
- Mortgage, Lease & Loan Calculators also includes the Loan Amount Calculator, Interest Rate Calculator and Loan Term Calculator.
- Options Calculator and Futures Calculator have improved performance.