About InvestOrderly

Introduction

InvestOrderly has been written to provide the features that investors need to invest successfully. Below are the main reasons why investors need this program.

Visibility

This program provides visibility by calculating important metrics. It allows you to see important figures such as the evolution of the value of your investments over time, so you can see the impact of your investment decisions and market conditions on your wealth. You may be investing to achieve specific goals, such as accumulating a deposit to buy your home, being able to generate incomes that cover all your regular expenses, or financing your retirement. This program helps you track your progress on the journey to achieve such goals.

Compliance

Most countries colleect taxes on both incomes and capital gains produced by investments. Hence you have to calculate the total amounts earned from investments that you hold in taxable accounts to be able to submit these figures in your tax returns in order to be compliant with the tax authorities. This program calculates the total amounts of incomes and capital gains earned for each tax year to help you get these figures.

Planning

Once you have defined a strategy, such as an asset allocation that you want to target, you need to make decisions so you can stay in line with your target. This program calculates your asset allocation, both in terms of currency and percentages, so you can determine what you need to buy or sell in order to remain in line with your targeted asset allocation.