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.