Nassau St 與 Bevas Family Office 使用情況與統計

Nassau Street is a portfolio management system for the Brazilian stock market. Uses and features: - Manage trade notes and executions. Stock ledger. - Cash deposits and withdrawals ( financial transactions ) - Google Docs price information ( quotes deferred 15 minutes ) - 1500 instruments ( shares, FIIs, ETFs, BDRs, ADRs, Indexes, Currencies ) - Use default data or make your own customized quote data set. - Quote updates each 5 minutes, during sessions. - Maintain multiple accounts. - Portfolio allocation pie chart. - Multiple series comparative chart. - Local database ( not in the cloud ) - Text based database for easy interaction with spreadsheets (via copy-paste) - Database can optionally be secured for privacy ( password and security code ) - Capital Gain Tax calculation ( Brazilian tax rules for shares, FIIs, ETFs etc ). - Positions in dec-31, for Brazilian Anual Income Tax Report - Stock watch list (quotes page) with interactive chart (daily bars since 2016). - Portfolio trades shown on price chart. - Airport style quote page. Fun animation with real financial information. - Speak random quotes. - Portfolio views ( Positions, Notes, Accounts, Financial report )