Welcome to First Dollar ™, a FREE downloadable software tool which allows you to measure the performance of all your investments. The easy-to-use application gives you a set of interactive tools to review, measure and ultimately improve the performance of all your share portfolios, self managed super accounts and other investments.

You may make regular contributions out of each pay packet into one super fund, or you may want to analyse the underlying performance of a theoretical portfolio. For the first time, for any time period, you can compare how different actual portfolios perform against each other and against other investment alternatives. Whatever kind of investor you are, First Dollar™ will measure your portfolios.

In the spotlight
THE FIRST CHART SHOWS THE OVERALL DOLLAR VALUES OVER THE TIME PERIOD YOU HAVE SELECTED FOR THE PORTFOLIO, YOUR DEPOSITS AND YOUR CASH POSITION THEN JUST HIT THE "CHARTS" BUTTON TO INSTANTLY VIEW YOUR INVESTMENT PERFORMANCE AND YOUR CASH %AGE THEN JUST HIT THE "CHARTS" BUTTON TO INSTANTLY VIEW YOUR INVESTMENT PERFORMANCE AGAINST ANY INDEX YOU SELECT THEN USE THE FIRST DOLLAR DATERFACE TO SELECT A NEW DATE RANGE YOU WILL THEN GET A SNAPSHOT OF THE PERFORMANCE OF THE PORTFOLIO AGAINST CASH FOR THE LAST TAX YEAR USE THE CHARTS BUTTON TO COMPARE AGAINST AN INDEX OR AN INVESTMENT OF YOUR CHOICE OR AGAINST ANY STOCK OR FUND YOU BOUGHT OR SOLD... AND YOU CAN EASILY SEE AT A GLANCE WHICH STOCKS HAVE CONTRIBUTED MOST AND WHICH HAVE LOST YOU MONEY IN THE TAX YEAR OR OVER ANY PERIOD YOU SELECT YOU CAN ALSO ISOLATE THE IMPACT OF COMMISSIONS, MANAGEMENT FEES AND TAXATION ON YOUR OVERALL INVESTMENT PERFORMANCE - IN THIS CASE THE LAST 5 YEARS THEN YOU CAN USE ANNUAL CHART TO SEE AT A GLANCE EACH YEAR"S INVESTMENT PERFORMANCE THEN USE THE CHARTS OPTION TO SWITCH TO AN ANALYSIS OF THE COMPONENTS OF YOUR INVESTMENT PERFORMANCE FOR THE LIFE OF THE PORTFOLIO ONE MORE CLICK AND YOU CAN REVIEW THE DIFFERENCES BETWEEN YOUR INVESTMENT PERFORMANCE AND YOUR FINANCIAL RETURNS - READ MORE DETAILS ABOUT THESE DIFFERENCES IN OUR NEWS ARTICLES OR ONLINE FAQ

BRAND NEW BETA VERSION AVAILABLE NOW  FREE DOWNLOAD HERE

The brand new version of the popular First Dollar™ application (v3.30) is now available as a Free Add-In for all recent versions of Microsoft Excel™, including Microsoft Excel™ 2003, Microsoft Excel™ 2007, and now Microsoft Excel™ 2010.

THERE ARE THREE SIMPLE STEPS TO GETTING FIRST DOLLAR INSIGHTS INTO YOUR PORTFOLIOS

First you download First Dollar™ and use the How to Install Guide to launch the application in your copy of Microsoft Excel™, and register to get access to your FREE daily updated data.

Then use the Quick Start Guide to familiarise yourself with the different reports and functions First Dollar™ offers and create your own personalised .1$T portfolio file using the Template in your download

Finally use the import function to automatically import all your transactions from Australia's leading online brokers or enter a few transactions, create your Watchlist, run First Dollar™, run the dividend checking function and you are well on your way to mastering your portfolio's investment performance and financial returns using First Dollar™.

With First Dollar™, these are just some of the types of reports and charts you'll get used to being able to generate instantly for every different portfolio you control.

FREE SAMPLE REPORTS HERE

You can also download Sample Portfolio Files which have been created to illustrate different portfolios and their different performance characteristics.  Using the First Dollar™ application you have downloaded to measure, manipulate and update these Sample Portfolios, get a grasp of some of the features before you import your own transaction details into a First Dollar™ Template to build your own portfolio. 

Then use the " Register" link on the right hand side of this webpage to join First Dollar™ to secure your favorite Username and take control of your financial returns

Using First Dollar™ is Easy!

First you balance your transactions to your holdings and accounts to produce an easy to understand chart of your investments and profits over time in dollars. [Scroll through some of the sample charts by using the right and left arrows at the edge of the charts above. If the charts are not displaying correctly (in Firefox?), please use the Home button in the right hand top corner of this page to refresh the display.]

Using First Dollar™, you can immediately see for the first time a chart of your own investment performance over any period you select, which you can compare with others, including professional money managers and other stock market indices and even individual stocks.

And compare it with one of your holdings or the market (see examples above) with one click...You can also see how each holding has contributed to your performance, from start to finish for any period you choose.

 

First Dollar™ Sample Reports

Use these links to view a range of different portfolios measured and analysed using First Dollar Software.

Australian Sample Speculative Portfolio to 5 December 2009

Sample Portfolio with three popular stocks

Sample Australian Portfolio with a number of smaller stocks

First Dollar Sample4

Sample Australian Portfolio with a larger number of Australian stocks

These sample reports are updated frequently. When you install the free First Dollar download, you can update your own reports daily!

Please download your copy of the First Dollar™ brochure now. First Dollar™ has now been released for Public Beta as a FREE Add-In for Microsoft Excel™.

First Dollar Brochure

Advisers can fully integrate First Dollar™ tools across their entire client base or take advantage of some of the commercial opportunities offered by First Dollar Software. Simply contact us at partners@firstdollar.com.au

This User Guide is a work in progress which will provide most of the information which you will need to make First Dollar work for your Portfolios

First Dollar User Guide

Quick Start Guide

Please also review the frequently asked questions on the Contact page above to see whether your query is answered there, then please contact us at support@firstdollar.com.au

First Dollar™ is a FREE downloadable application that offers every Australian investor a set of standard interactive tools to review, measure, analyse and ultimately improve the performance of their investment portfolios.

First Dollar™ is AVAILABLE NOW as an easy to install Add-In for Microsoft Excel™.

Download your copy of First Dollar Microsoft Excel™ 2003 or Microsoft Excel™ 2007, whether your operating system is Windows XP, or Windows Vista.  Use the link to a different page if you are using Microsoft 2002/XP on the Windows XP operating system.

Use the Quick Start Guide to take the first steps towards creating your own First Dollar Portfolio file.  Then begin to benefit from the insights and understanding that only First Dollar can provide

 

Register Now

Registration as a member of www.firstdollar.com.au is absolutely FREE.

Membership allows you to create a Watchlist of the Stocks and Funds in your portfolio. Your membership allows you to update your portfolio daily or as required.

Click here to register now

The copy of First Dollar Software you download FREE from this site uses your unique Watchlist to update your transaction records and provide you with the most insightful investment portfolio performance analysis yet available.

At all times First Dollar users retain absolute and secure control over your transaction details.

 

News

 
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