About orizon Investment Analyst

Horizon Investment Portfolio Analyst is an Investment Portfolio Manager for Windows.  It calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics.  Creates many different types of charts.  Creates 5 different types of basis worksheets for capital gains calculations.  Imports/exports data to/from many other applications.  Especially useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc.  Virtually all the most important information needed to make investment decisions is presented on one easy to read screen.  Dates, currencies, and other numbers are displayed as specified in the user's regional settings in Control Panel.

Horizon Investment Analyst was originally written as an MS-DOS program in the early 90's, as The Variable Investment Analyst.  Click here for more about Variable Investment Analyst.  V.I.A. was eventually rewritten from the ground up for 32 bit Windows based systems, under it's current name.

Click here for information about Horizon Price Watch, which is a free bonus product for registered users of Horizon Investment Analyst.

News (11/04/06):Version 6.47 is now available on the Downloads page.  Check out the What's New page for all the details.

Below are some recent enhancements.

News (08/03/03):Version 6.40 adds OLE drag/drop capability.  Now, you can drag and drop files to Horizon Investment Analyst from Price Watch, Explorer, and other OLE enabled programs. This makes creating and organizing portfolios and importing files much easier.  Several enhancements to the 'Open Investment Files' dialog were also added.

News (07/08/03):Version 6.37 changes the List option 'List all investments, and print a consolidated IRR for the entire portfolio' to also print the total value of the portfolio, and other aggregate statistics.  6.37 also includes several other new features and enhancements to Print Preview & Charting.

News (12/10/02):Version 6.26 changes the Printer properties button on most dialogs to a Page Setup button, allowing you to change orientation, page margins, and even the printer at print time, if desired. Printing has never been easier!  Click here for an image.

News (11/28/02):Version 6.24 adds comprehensive Save/Restore functions, including the ability to save (backup) the currently opened file, and to restore the data if you make a mistake and want to return the data to what it was before you started.  You can also choose to let Horizon Investment Analyst automatically save your data each time a file is opened, and/or at regular 1 to 99 minute intervals.

New Save/Restore menu functions.	New Auto-Save preference settings.

News (07/03/02):Version 6.19 adds a new wide format report option, which takes advantage of printers that support printing in landscape mode (most printers do).  This allows the addition of 3 new columns, 'Shares this transaction', 'Record Type', and 'Error', allows more fonts and font sizes to be used, and gives more space to all the columns, making reports easier to read.  6.19 also allows you to adjust the left and right margins to your preference.  Here is a screenshot of the Print preview screen, showing a report using the new wide format (click for larger image):

News (06/15/02): Version 6.18 adds more enhancements to the Print Preview and Print Options screens.  These 2 new screens now give you total control over the layout and appearance of your reports.  You can select font, font size, font emphasis, lines per page, page orientation and margins, and all your printer's properties.  You can then send the report to Print Preview to examine, before sending to your printer.

New Print preview screen, with color dialog, helps you adjust margins, lines/page, and font and font size for reports (Click for larger image).	New printer options give you complete control over report layout and appearance (Click for larger image).

News (05/27/02): Version 6.17 adds new options to customize the layout and appearance of the data grid, including font, font size, font emphasis, and the colors of all the different parts of the grid.

New preferences options let you customize the appearance of the data grid (Click for larger image).	New dialog makes customizing chart colors much simpler (Click for larger image).

News (04/28/02): Whew!  Many, many hours of work over the last few months have gone into version 6.16, which will help make it the standard by which other programs of this type will be judged.  Many, many thanks to those who have paid the registration fee and become registered users.  It's thanks to you that this program has kept getting better and better, and is now entering it's 12th year!  To those who haven't paid what I think is a very modest registration fee of $15 yet, but could afford less, consider the $15 amount as a suggested figure, and feel free to send what you can afford.  We will also accept more than $15, of course.  Upon payment, a unique registration code will be emailed to you that will remove the registration reminders, and give you all the other benefits of registration.  Click here for the Registration page.  Lord knows the amount I make from this program barely pays for some popcorn and diet coke during the year.  ;)

04/20/02: I'm considering creating a page with a roster of all the registered users.  I'll probably just list initials, state or province and country, but if any of you will allow me to list your first, last names, and/or city, let me know.

What's new