Investment Analysis Software - Help
Version 10 - The latest version is always available from www.softSWOT.com
Copyright © softSWOT 2003
Software is available as shareware with a free 7 day
evaluation period. If you find this software useful or maintain
it beyond the evaluation period payment is required to Register Investment Analysis
- Instructions for Use
- Requirements for Use
- Try Investment Analysis
- Download Investment Analysis
- Install / Uninstall
- Conditions of Use
- Software Support and Contact
Investment Analysis Software provides the capacity to easily
analyze the performance of any investment. It applies basic input
variables to build an investment analysis by year. Investment
performance is converted to equivalent current year values
enabling the actual investment performance to be determined.
Applying this approach allows comparisons to be made between
different investment types. It also provides an effective means
of projecting investment performance and determining the results
of different investment mixes. By developing forecast projections
it is possible to identify when investment performance spikes or
dips. This acts as a strong buy / sell indicator. By following a
sell at the spikes and buy at the dips strategy overall return
can be enhanced. Investment Analysis Software allows you to:
- Determine the apparent and actual return achieved by an
investment over time.
- Project the value of investments in future and current
- Apply what if scenarios to test the impact of investment
- Compare the performance of alternative investments.
- Consider the impact of taxation on investments.
- Build a portfolio of investments for ongoing analysis and
- Plot investment parameters over time.
- Improve investment buy / sell / hold decisions.
- Easily establish an investment plan with set performance
- Identify when investment performance varies from projected
goals and take actions accordingly.
Analysis and comparison of all investment types and
combinations is available including:
- Equity / Share investments.
- Property / Real Estate investments.
- Cash investments.
- Retirement funds.
- Recurring investments.
- Capital Growth and Income investments.
The ability to consider all investment types allows the
performance of each investment to be assessed, forecast,
monitored and reviewed. This enables informed buy / sell / hold
decisions to be made.
Software and supporting documentation are not
investment advice and should not be applied in isolation. As with
all forecasting methodologies the results are only as good as the
Investment Analysis Software allows you to analyze current
investments held, those under consideration, and investments that
you wish to monitor for possible future purchase. All investment
types can be analyzed including non-income producing assets like
your home. If you build a portfolio of all your investments you
can determine your current and future net worth and income
streams. This is particularly beneficial for investment and
retirement planning. All projection values are provided as both
future and current equivalent values providing a true indication
of future returns.
Developing a benchmark for investment performance provides a
powerful tool to determine optimum investment timing. A regular
review (monthly, annually) of current investment performance
against your projections allows buying and selling opportunities
to be identified. For example you purchase $10,000 of shares and
build an analysis for this investment. You consider the long term
Capital Growth of these shares to be 5% pa resulting in an end of
Year 1 projected Asset Value of $10,500 (5% Capital Growth). One
year after purchase you review your investment. If at this time
the actual asset value (share price) is substantially higher than
$10,500 a sell opportunity is indicated. If at this time the
actual asset value (share price) is substantially lower than
$10,500 a buy opportunity is indicated. However these actions
should only be considered if you are comfortable with the input
variables you applied in the investment analysis and believe that
over the long term they remain valid. Also if you sell you need
to have a better performing investment in which to place your
funds. Or if you add to your investment its future performance
relative to alternative investment options should support
With investment analysis and regular reviews
you can take control of the investment process and maximize
Controls are included in menu groups. The main menu group is
at the top of the page, blue text above a blue line. From here
you can click each item to access sections of the software and
perform functions. Help links to the help file provided
with the software. You can always access the latest software and
online help from the www.softSWOT.com link.
Print prints the currently displayed items excluding the
menus. Analysis Table columns can be hidden by clicking the
column title. You can also print using the browser print function
when available, this provides additional print formatting. A sub
menu group is located in the Analysis section at the top of the
table, blue text above a blue line. Support comments are provided
when you hold the mouse over blue text. To perform analysis of an
investment there are a couple of basic steps:
- Input the investment variables by
clicking Input on the main menu. Save saves the
input variables, once saved you can reload the variables by
selecting from the main menu Select Investment Profile
drop down list. Delete deletes the selected investment
- Analysis for the current input
variables is built by clicking Analysis on the main menu
and then Build on the analysis menu. This builds an
Analysis Table for the investment. An Analysis
Summary is provided at the top of the page. The the Actual
Return Equivalent % indicates the overall performance of the
investment as an equivalent (current day) return on equity. The
higher this value the better the investment. Using this value
comparisons can be made between various investments. The table
displays investment analysis details by year. Support comments
for each column are provide when you hold the mouse over the
column title. To hide a column click its title. To show a hidden
column select its title from the Show Hidden Analysis
Column drop down list at the bottom of the page.
- The Analysis Menu provides a
range of functions to structure and display analysis data.
Plot provides a graphical display of the selected Plot
Analysis Column for each analysis year. You can combine a
saved investment with the current analysis table investment by
clicking Add. This is used to see the compound result of a
number of investments in the Analysis Table.
Compare allows you to plot the current analysis table
investment against a saved investment profile. For example to
compare the impact of making additional payments on your house
loan or applying these to a new investment you would input and
save details for your current house investment, for your house
investment with increased repayments, and for the proposed new
investment (i.e. where you would invest the increased repayment
amount if you did not apply it to your house loan). Then
Build an Analysis Table for your current house and
Add your new investment to it. Basically this gives you
two investment scenarios, your house with increased repayments
and your current house + the new investment as displayed in the
Analysis Table. Compare these by selecting your current
house from the analysis menu Select Investment Profile
drop down list, choose a Plot Analysis Column to display
and click Compare. A graphical display of the two
investment options will be displayed. The Analysis Summary
for each also provides an overall comparison. To return to the
analysis section click Analysis in the main menu.
All builds an Analysis Table with the Final / Total and
Average values for each saved investment. This provides a quick
overview of all investments and the performance of the complete
portfolio (all saved investments).
- Review your investment
performance against your analysis on a regular basis. If there is
a substantial change to the long term variables applied in
building the analysis the analysis should be adjusted to reflect
these. If the analysis remains valid and investment performance
varies from projections strategic buy or sell opportunities may
be indicated. For example if underlying growth is 5% then over
time this will be the average growth of the investment value each
year. When growth spikes, say to 15% a sell opportunity is
indicated as 3 years of average growth has occurred in one year.
When a dip is identified a buy opportunity is indicated because
following years will include catch up growth to compensate for
Input the investment variables in the light blue input
areas or select the option buttons. Input variables for a saved
profile can be reloaded by selecting the profile from the main
menu Select Investment Profile drop down list. Use tab to step
through the inputs. When you click Analysis the Analysis Table is
displayed, then click Build to generate an analysis for the
current Input. From the Analysis menu you then can Add investment
profiles to the table, compare All saved profiles, Compare saved
profiles to the table and Plot selected values.
When you Save the current Input is saved using the
Description as an identifier. If your system includes Microsoft
Internet Explorer 5.5 or later and your Investment Analysis
Software file has the extension .hta profiles are saved in an XML
file. Otherwise they are saved in a cookie. Cookie size is
limited to 4kb, this is sufficient for 10 to 20 profiles. To
maintain cookie size a first in first out procedure applies. This
means that if the cookie size limit will be exceeded when you
save a profile the earliest profile saved will be removed to
provide space for the new profile. This is only an issue if you
save more than 10 profiles. No limit applies when profiles are
saved in a XML file. When Investment Analysis Software is
installed on your system the cookie used and its size are
specific to the directory in which the file is located. If you
wish to set up a number of independent portfolio (groups of
investments) or increase the number of saved portfolio above the
capacity of a single cookie simply install the software (all
files) into a separate directory. In this way each directory will
be self contained and function as an independent entity. Select
Investment Profile from the drop down list to reload saved Input
Asset Initial details represent the asset at time of
purchase. Input values directly into the light blue input
- Description - Input a description for the investment
profile. This is used an identifier.
- Purchase Amount - Input the initial purchase amount of
the asset. This should reflect the value of the asset at the time
- Purchase Expense - Input any expense associated with
the purchase. This should include transaction, legal, and
financing (excluding interest) costs.
Asset Growth details represent future capital
variations. Input values directly into the light blue cells.
- Capital Growth % pa - Input the average expected
annual capital growth percentage of the investment for the
duration (number of years) under analysis. This determines the
annual amount the investment will value vary. Capital growth has
a major impact on an investment due to the effect of compounding.
For an investment to perform better than the average it must
possess attributes which result in increasing demand relative to
alternatives. For real estate research local market conditions
including population trends. For equities research the overall
market and the specific company performance. Consider the
investments uniqueness and desirability. For strong capital
growth the asset must possess some unique attributes that are (or
will be) in demand. For all investments consider economic cycles.
There is a wealth of general and specific data available on the
internet including a wide range of growth and performance
statistics. However beware statistics are based on past
performance, what you are interested in is future performance,
make sure you are comfortable will any input you apply.
- Additional Capital pa - Input any regular annual
additional asset contributions that will be added to this
investment. If the investment is property this value will
normally be 0. If it is an equity or cash account investment and
any additional capital will be invested each year (i.e. buy more
shares or add more money to the account) this value will be the
amount added each year.
- Additional Expense pa - Input any regular annual
additional expense associated with the additional capital.
Annual Income represents investment income excluding
capital growth. Select the type of income from the investment
using the option buttons and input the required values directly
into the light blue input areas. When considering income offset
expenses should be viewed as income. For example if you are
analyzing the investment performance of your home include the
rental expense you would incur to rent somewhere else to live if
you did not have your home as an income. To do this simply
include the value of the offset expense as an income for the
- % pa of Asset Value or % pa change from Base -
Select the income type as a percentage of the asset value or as a
percentage change from a base value. The type of income selected
depends on how future income will vary. If it is closely related
to the asset value (including capital growth) select % pa of
Asset Value, if it is closely related to changes in a base
(current) value select % change from Base. For property
investments the income type is normally a % change from Base.
This is because rental/lease income tends to be related to
overall market supply and demand. A property price increase of
20% does not automatically result in an income increase of 20%.
This is particularly true for domestic property, commercial
property tends to be less volatile. For an equity or cash account
investment the income type will normally be % of Asset Value.
Equity investments often pay a dividend which remains reasonably
constant relative the the equity value and income from cash
accounts is normally a percentage of the amount invested.
- % pa - Input the percentage value to apply for your
income type. If income type is % of Asset Value the calculated
income for each year will be the percentage value multiplied by
the asset value for that year, income will change relative to the
asset value. If income type is % change from Base the calculated
income for each year will be the previous years income plus the
percentage change. For a change from Base the percentage value
will usually be closely related to the Cost Index %. This
indicates changes in the cost of living or inflation rate. First
year income is set at the Base Value.
- Base Value - Input first year income to set the Base
Value. This only applies when income type is % change from
Annual Expense represents investment expense excluding
loan interest. Select the type of expense incurred by the
investment using the option buttons and input the required values
directly into the light blue input areas.
- Annual Expense - Select the expense type as a
percentage of the asset value or as a percentage change from a
base value. The type of expense selected depends on how future
expense will vary. If it is closely related to the asset value
(including capital growth) select % pa of Asset Value, if it is
closely related to changes in a base (current) value select %
change from Base. For property investments the expense type is
normally a % change from Base. This is because authority and
maintenance expenses are usually closely related to the Cost
Index %. This indicates changes in the cost of living or
inflation rate. For a self managed equity or cash account
investment with no expenses set the expense type to % change from
Base with the percentage value and Base Value of 0. For a managed
equity or cash account investment expense type is usually % of
Asset Value with service/management fees applied as a percentage
of the asset value.
- % pa - Input the percentage value to apply for your
expense type. If expense type is % of Asset Value the calculated
expense for each year will be the percentage value multiplied by
the asset value for that year, expense will change relative to
the asset value. If expense type is % change from Base the
calculated expense for each year will be the previous years
expense plus the percentage change. First year expense is set at
the Base Value.
- Base Value - Input first year expense to set the Base
Value. This only applies when expense type is % change from
Loan Details represent any borrowings undertaken for
the initial asset purchase. Input values directly into the light
- Loan Amount - Input the initial loan amount.
- Interest Rate % pa - Input the average annual interest
rate applied to any outstanding loan amount over the life of the
loan. Interest expense calculations and outstanding loan amounts
are based on calculated monthly interest charges and
- Annual Repayment - Input the average annual repayments
applied to any outstanding loan amount. Interest expense
calculations and outstanding loan amounts are based on calculated
monthly interest charges and repayments.
Analysis Details represent additional data applied in
the analysis calculations. Input values directly into the light
- Number of Years - Input the number of years for
analysis. This duration should be considered when setting input
values impacted by the length of analysis. To decrease the impact
of investment performance volatility on the results increase
analysis a duration. In most cases a minimum duration of 10 years
provides a time frame where averages reflect actual
- Cost Index % pa - Input a percentage indicating
changes in the cost of living or inflation rate. This percentage
indicates changes in the value of money or buying power.
Inflation rates or Consumer Price Indices can be applied as the
Cost Index %. A cost index of 10% basically means that in 1 years
time it will cost me $1.10 to purchase what I can purchase today
for $1.00. This value is applied extensively to determine current
equivalent values for your investment in future years.
- Taxation Rate % - Input the percentage taxation rate
that applies to the investment. This tax rate is applied to the
Surplus in the analysis. If the Surplus is positive it is reduced
by the Taxation Rate % to give the Surplus Tax Adjusted, this
reduction equates to tax paid on the profit generated. If the
Surplus is negative it is increased by the Taxation Rate % to
give the Surplus Tax Adjusted, this increase equates to a
reduction in tax paid due to the loss incurred. Taxation on
capital and depreciation allowances are not considered. While
taxation impacts on investment performance, compounding capital
growth has a much greater impact. Initially it is usually
beneficial to run an analysis with a Taxation Rate % of 0 to
determine the taxation independent investment performance.
Analysis Summary provides the key investment
performance indicators for the analysis duration. Average annual
Actual Return Equivalent % indicates the average actual
performance of the investment in equivalent current day terms for
each year of the analysis. Higher percentages indicate better
performance. If the Actual Return Equivalent % is greater than 0%
then the investment provides a positive return. If it is 0% then
any growth and income form the investment equals the investment
expense and Cost Index % changes. If it is less than 0% then in
actual terms the investment generated an overall loss. Average
annual Actual Return Equivalent indicates the average current day
equivalent return delivered by the investment for each year of
the analysis. Final Asset Equity and Asset Equity Equivalent
indicate the value of investment equity at the end of the
analysis period and the corresponding current day equivalent.
Total Apparent Return and total Actual Return Equivalent indicate
the value of investment return over the total analysis period and
the corresponding current day equivalent.
Analysis Table provides full analysis calculations.
Commands for the Analysis Table are in blue text above the blue
line at the top of the table. Click Build to generate an analysis
for the current input values. Select a Plot Analysis Column from
the drop down list and click Plot for a graphical display. Select
Investment Profile from the drop down list and click Add to add
the profile to the existing analysis calculations or Compare for
a graphical comparison to the existing analysis calculations
using the Plot Analysis Column selected. All builds an analysis
table comparing each saved investment profile. From this you can
compare the performance of all saved profiles. Hold the mouse
over table column titles for a support comments. Click a column
title to hide the column and select a hidden column title from
Show Hidden Analysis Table Column at the bottom of the table to
display a hidden column.
- Year - This indicates the number of full years from
the acquisition date which is Year 0. Year 1 is the point at
which the asset has been held for 1 year, during this period it
has incurred one year of capital growth, income, and expense.
Year 2 is the point at which the asset has been held for 1
additional year, during this period it has incurred one
additional year of capital growth, income, and expense. The
Final/Total and Average rows at the bottom of the table provide
data for the analysis period. Final values are shaded gold and
represent the values at the end of the analysis period.
When the table displays Summary data Final/Total and Average
data are provided for each saved Investment Profile and results
for all profiles included in the Sum rows at the bottom of the
table. In the Sum rows Final values are shaded gold indicating
columns in which the values displayed are at the end of the
- Asset Value - Year 0 Asset Value is Purchase Amount.
Following years are calculated as the previous year Asset Value
increased by Capital Growth for the year plus any Additional
Capital; Asset Value = previous Asset Value * (1 + Capital Growth
% pa / 100) + Additional Capital pa.
- Loan Balance - Year 0 Loan Balance is Loan Amount.
Following years are calculated as the previous year Loan Balance
plus the current Interest Expense less the Annual Repayment
amount until the Loan is repaid. Interest and Repayment values
applied are calculated monthly values; Loan Balance = previous
Loan Balance + current Interest Expense - Annual Repayments.
- Asset Equity - Asset Equity is current year Asset
Value less current year Loan Balance; Asset Equity = current
Asset Value - current Loan Balance.
- Asset Equity Equivalent - Asset Equity Equivalent
indicates the equivalent current day (Year 0) value of the Asset
Equity which is current year Asset Equity converted to the
equivalent Year 0 value considering the Cost Index %; Asset
Equity Equivalent = current Asset Equity / (1 + (Cost Index % /
100)) ^ current Year.
- Income - Year 0 income is 0, following years are
calculated. When Income is set as a % pa of Asset Value
Income is calculated as a percentage of the average previous and
current Asset Value which is average Asset Value by Annual Income
% pa; Income = (previous Asset Value + current Asset Value) / 2 *
Annual Income % pa / 100. When Income is set as a % pa change
from Base Year 1 income equals the Base Value and following
year income is calculated as an increase over the previous years
income which is previous year Income increased by Annual Income %
pa; Income = previous Income * (1 + Annual Income % pa /
- Expense - Year 0 expense equals Purchase Expense,
following years are calculated. When Expense is set as a % pa
of Asset Value Expense is calculated as a percentage of the
average previous and current Asset Value plus any expense
associated with Additional Capital which is average Asset Value
by Annual Expense % pa plus Additional Expense pa; Expense =
(previous Asset Value + current Asset Value) / 2 * Annual Expense
% pa + Additional Expense pa. When Expense is set as a % pa
change from Base Year 1 expense equals the Base Value plus
Additional Expense pa and following year expense is calculated as
an increase over the previous years expense plus any expense
associated with Additional Capital which is previous year Expense
increased by Annual Expense % pa plus Additional Expense pa;
Expense = previous Expense * (1 + Annual Expense % pa) +
Additional Expense pa.
- Interest Expense - Year 0 interest expense equals 0.
Following years are calculated by month and as the Loan Balance
at the beginning of the month (which for the first month equals
the Loan Balance at the end of the previous year) by the Interest
Rate divided by 12; Interest Expense = Sum of each month
(previous Month Loan Balance * Interest Rate % pa / 100 /
- Surplus - Surplus indicates the operating return
(excluding capital growth) from the investment and is current
Income less current Expense less Interest Expense; Surplus =
current Income - current Expense - current Interest Expense.
- Surplus Equivalent - Surplus Equivalent indicates the
equivalent current day (Year 0) value of the Surplus which is
current year Surplus converted to the equivalent Year 0 value
considering the Cost Index %; Surplus Equivalent = current
Surplus / (1 + (Cost Index % / 100)) ^ current Year.
- Surplus Tax Adjusted - Surplus Tax Adjusted indicates
the Surplus after Tax from the investment and is current Surplus
by 1 - Tax %; Surplus Tax Adjusted = current Surplus * (1 - Tax %
/ 100). If the Surplus is positive it is effectively reduced by
the Taxation Rate, this reduction equates to tax paid on the
profit generated. If the Surplus is negative it is effectively
increased by the Taxation Rate %, this increase equates to a
reduction in tax paid due to the loss incurred. Taxation on
capital and depreciation allowances are not considered.
- Surplus Tax Adjusted Equivalent - Surplus Tax Adjusted
Equivalent indicates the equivalent current day (Year 0) value of
the Surplus Tax Adjusted which is current year Surplus Tax
Adjusted converted to the equivalent Year 0 value considering the
Cost Index %; Surplus Tax Adjusted Equivalent = current Surplus
Tax Adjusted / (1 + (Cost Index % / 100)) ^ current Year.
- Cash Flow - Cash Flow indicates the actual annual cash
equilibrium (in/out) of the investment. In Year 0 this is current
Surplus Tax Adjusted less the Purchase Amount. For following
years it equals current Surplus Tax Adjusted less Additional
Capital pa less Annual Repayment plus current Interest Expense;
Cash Flow = Surplus Tax Adjusted - Additional Capital pa - Annual
Repayment + current Interest Expense. Interest expense is added
to prevent it being applied twice. It is already included in both
the Surplus and the Annual Repayment.
- Cash Flow Equivalent - Cash Flow Equivalent indicates
the equivalent current day (Year 0) value of the Cash Flow which
is current year Cash Flow converted to the equivalent Year 0
value considering the Cost Index %; Cash Flow Equivalent =
current Cash Flow / (1 + (Cost Index % / 100)) ^ current
- Apparent Return - Apparent Return indicates the return
(including capital growth) from the investment and is previous
year Asset Value by Capital Growth percentage plus current year
Surplus Tax Adjusted; Apparent Return = (previous Asset Value *
Capital Growth % pa / 100) + current Surplus Tax Adjusted.
- Apparent Return % - Apparent Return % pa indicates the
apparent performance of the investment for the year as a
percentage return on equity which is Apparent Return divided by
Asset Equity; Apparent Return % pa = (Apparent Return / Asset
Equity) * 100.
- Actual Return Equivalent - Actual Return Equivalent
indicates the equivalent current day (Year 0) value of the return
achieved considering Apparent Return and any change in Equity
Value due to the Cost Index % which is current year Return less
the change in Asset Equity due to the Cost Index % pa converted
to the equivalent Year 0 value considering the Cost Index %; Real
Return = (current Apparent Return - (Asset Equity - Asset Equity
/ (1 + Cost Index % / 100))) / (1 + (Cost Index % /100))) ^
- Actual Return Equivalent % - Actual Return Equivalent
% indicates the actual performance of the investment for the year
as a percentage of Equivalent Equity which is Actual Return
Equivalent divided by Asset Equity Equivalent; Actual Return
Equivalent % = ( Actual Return Equivalent / Asset Equity
Equivalent ) * 100.
Build constructs an Analysis Table for the current
Add combines the Selected Investment Profile with the
current Analysis Table data.
Select Investment Profile allows you to select a saved
profile from the drop down list to Add to the current Analysis
Table data or Compare to the current Analysis Table data using
the Plot selected.
Compare compares the Selected Investment Profile to the
current Analysis Table data using the Plot selected.
Plot Analysis Column allows you select the column title
from the drop down list to Plot or Compare the column data.
Plot plots the Selected Analysis Column data.
All builds a summary Analysis Table for all saved
For maximum performance investments must be reviewed on a
regular basis. The period between reviews depends on investment
volatility, suitable durations are usually somewhere between 1 to
12 months. Comparing investment performance to analysis regularly
allows you to refine your analysis, identify performance
deviations, and provides indicators for investment actions to
maximize overall return.
This software applies the Document Object Model (DOM) and to
function correctly your system should include a 5th Generation
(Windows 98) or later is recommended, Netscape Navigator 7.0 or
later is also supported.
If required you can download a current version browser free of
Software developed in this way may run slower than traditional
software but has significant advantages:
- It can be reviewed directly from a network (i.e. the
internet) as a standard web page.
- It is compact with a small file size.
- It does not alter your system or system files in any
- It can be easily removed by simply deleting the files.
- It provides cross platform use, all that is required is a
An online sample version of Investment Analysis Software is
available free for 7 day evaluation at Try Investment
Analysis. This allows you to preview the software without
downloading and installation. To use or maintain software beyond
evaluation you must Register Investment
Analysis. For software to function correctly your system
You can Download Investment
Analysis Software as shareware free for evaluation. The
evaluation version is fully functional with a 7 day evaluation
period. To use or maintain software beyond evaluation you must Register Investment Analysis
If you are running the software from the online Try Investment
Analysis page no installation is required.
If you download a file with an exe extension (***.exe) it
includes a Setup program. To install run the Setup program and
follow the prompts to unpack and install the software. You can
then run the software from the program icons or by simply opening
the file InvesmentAnalysis.html. To run the software as a HTML
Application (see point 2 below) rename the file extension to
If you download a file with a zip extension (***.zip) it is
packaged in a standard compressed zip file. After download it
must be unzipped. Trial Zip software is available free from Winzip. You can
then run the software by simply opening the file
InvesmentAnalysis.html. To run the software as a HTML Application
(see point 2 below) rename the file extension to .hta.
When you install Investment Analysis Software on your system
Configuration and Data details are established specifically for
the directory in which the file is located. If you wish to set up
a number of independent portfolio (groups of investments) simply
install the software (all files) into a separate directory for
each portfolio. In this way each directory will be self contained
and function as an independent entity.
When you Download Investment
Analysis Software and install it on your system it can be run
in two modes.
- Directly in your browser as a web page (file extension .html)
and Cookies must be enabled.
- If your system includes Microsoft Internet Explorer 5.5 or
later you can rename the InvestmentAnalysis.html file to
InvestmentAnalysis.hta. This designates it as a HTML Application
(file extension .hta). In this mode Data and Configuration
details are saved as XML files. This is the recommended mode.
When using Cookies you are limited to approximately 10 saved
Investment Profiles and if system Cookies are deleted
Configuration and Data details will be lost.
No system files are changed when you use this software. To
uninstall run the Uninstall program or simply delete all
Software is available as shareware free for 7 day evaluation.
To use or maintain software beyond evaluation registration is
required. Registration provides a perpetual license for use of
the registered software version by the number of registered
users. For details on how to Register Investment Analysis
Software click Registration in the Investment Analysis Software
Secure online payment is available and as soon as your
transaction is processed you will receive Registration Details by
return email. When you have your Registration Details follow the
directions to register your software and enable all
The number of licenses you purchase is the maximum Number of
Users and the maximum Number of Computer Systems the purchased
software can be installed on or that can access the software if
on a network. If you purchase a single user license the software
must only be accessible from one computer and there must only be
one user. To run the software on more than one computer, a
network, or provide for additional users you must purchase a
Multi-user license. Multi-user licenses attract a 30%
discount. For large networks and user numbers greater than
100 please Contact softSWOT for pricing details.
The specific suitability of this software must be
independently assessed. Software is provided as is, use is
entirely at the users risk, and use acknowledges that softSWOT
and all associated parties are held harmless from any claims or
losses relating to software provided. You may not modify,
translate, reverse engineer, decompile, disassemble or create
derivative works based on softSWOT software, or concepts. All
intellectual property rights are retained by softSWOT.
You may freely distribute this software in evaluation form
only. This includes linking to online evaluation pages and
download files. Any software distributed must require the user to
provide payment to softSWOT to maintain software beyond the
evaluation period as originally designed. You may not sell or
require payment in any form for softSWOT software. Evaluation
software must be distributed without cost or penalty to the
All rights of any kind which are not expressly granted are
entirely and exclusively reserved to and by softSWOT.
For items not addressed here, in the online Help or in our Frequently
Asked Questions page please Contact Us.
Email: mail at softswot.com
Web Site: www.softswot.com
15 Island View Court
Queensland, 4556, Australia.
ABN: 24 312 166 103
Telephone: +61 7 5445 5325