Stator: Features
even the most advanced investors
Maximum flexibility gives you endless analysis options
Stator provides a unique portfolio management solution which you won't find in other software applications. The relationship between Owners, Systems, Sub-Consolidations and Consolidated mean you have total freedom to analyse your portfolio the way that suits you.| This diagram illustrates the powerful methodology employed by Stator.
Owners: Owners are individual investors created in Stator. You can create an unlimited number of Owners. Systems: Systems are individual portfolios of holdings, the definition of each System is up to you.You can create an unlimited number of Systems for each Owner. |
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Sub-Consolidation combines any combination of Systems into the one portfolio. Once again you can create an unlimited number of Sub-Consolidations for any possible combination of Systems. This is a truly unique feature which is only available in Stator. Consolidated:
The Consolidated portfolio combines all the Systems into one portfolio. This provides an overall summary view for the Owner.
Money Management
Stator incorporates highly successful position sizing algorithms to enable you to calculate position sizes based upon your own unique tolerances for risk, trading capital and trading strategy. These money management strategies have been used by professional investors for years, now they are available to you. It's such an effective strategy to implement into your trading plan and Stator makes it easy, just select the position sizing model and complete the fields. Stator will calculate the optimum position size for the particular trade.Advanced Statistics and Graphing
System traders can take advantage of the increased analysis capabilities provided by Stator. These days, it's easy to backtest a trading system over historical data. Proper testing of a trading strategy provides an indication of the robustness and sustainability of a trading system all without actually risking a single cent. Stator provides all the statistics and graphs to enable you to compare and evaluate an actual trading strategy against historical results. At any point in time you can generate graphs and reports which you can use to compare against your backtesting results.| Finally, you can track the performance of your trading system as you trade. That's right, the real results! Imagine the convenience of having statistics readily available which provide you with a level of analysis greater than the analysis you had available when you backtested your trading system! It takes no effort. At any point in time you can view the statistical performance of your trading system to compare against your backtesting results. |  |
Advanced reporting, exporting and data analysis
We believe that no software should lock away your valuable data. Unlock this data and expand your possibilities. With Stator you can export this data to paper reports, text files, spreadsheets and more. This flexibility enables you to extend the analysis of your investments even further. Your analysis becomes only limited by your imagination. Stator enables you to extract any data to a pre-formatted, professionally designed report, export to PDF format, export to Microsoft Excel® and to a text file. This is handy should you ever want to perform your own data analysis, save your reports for record keeping, accounting or just to put on the wall to admire! Professionally created reports include your current portfolio, parcels, income distributions, dividends, closed trades, statistics and taxation summaries. No matter what your purpose Stator easily gives you full access to all your valuable data, leaving you with total control. Have a look at a small sample of pre-formatted, professionally designed reports which you can create in an instant with Stator: |
Portfolio Summary Report (166KB) This report provides a portfolio summary for each Owner (Consolidated, Sub-Consolidation or System). |
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Parcels Summary Report (169KB) This report provides a summary of each parcel within the portfolio. Available for each Owner (Consolidated, Sub-Consolidation or System). |
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Dividend Summary Report (166KB) This report provides a summary of dividend income received. Available for each Owner (Consolidated, Sub-Consolidation or System). A trust distribution report is also available. These reports provide an easy way for you to monitor income received or forecasted to be received. A great cash-flow management tool. |
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Closed Trades Summary Report (167KB) This report provides a summary of all closed trades for a specified period. Available for each (Consolidated, Sub-Consolidation or System). This report is ideal for your accountant when it comes to reporting time. |
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Statistics Summary Report (172KB) This report provides a summary of all trade statistics for each Owner (Consolidated, Sub-Consolidation or System). An easy way to keep on track with your investments. Become a fine tuned investor with increased analysis capabilities. |
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Taxation Summary Report (167KB) This report provides a summary of all closed trades for a specified period with taxation rules applicable for each parcel. This report is available for each Owner (Consolidated, Sub-Consolidation or System). This report is ideal for your accountant when it comes to reporting time. |
Risk Management
Adopting money management along with sound risk management will instantly strengthen your trading and investing. The whole concept of risk management in the field of investing/trading is to make sure you enjoy a high degree of success without exceeding your own tolerance for risk. After all, your aim is to be highly successful in the market and make as much money as possible. For every trade, you inevitably take on risk. It is important to understand this risk: before, during and after each trade. Risk is always present, it is the control you have over it which will determine the success you will enjoy. With Stator, we have introduced full stop loss/trailing exit management. With these features you can:- Manage a stop loss/trailing exit price for every trade. Ensure you preserve your capital through prudent risk management.
- Value your portfolio at current prices or at your set stop loss/trailing exit prices to determine your true "risk-free" portfolio value.
- Constantly adjust and fine tune stop loss/trailing exit prices. Improve the performance of your trading plan through constant trade management.
- Harness the tools now available with Stator to become a highly effective trader/investor.
Aim high with price, profit and return targets
You can easily set Targets for every trade and let Stator inform you when the Target has been reached. Targets can be set as either a Price Target, Profit Percentage Target or Profit Dollar Target for every single trade. Targets can be used to identify all trades which have reached a certain level of return, reached a set price or produced an exact amount of profit for you.Taxation analysis
Unfortunately tax is one of those constants in life. Every time you dispose of an asset you may have a tax liability. The amount of tax payable will be determined by the tax rules in your country and your own financial position. Stator will provide a "taxable" amount for each trade you exit. Designed to operate with an attached Tax Module, it's as easy as selecting your country's Tax Module. All closed trades will be run through the Tax Module with the taxable result displayed and stored, ready for tax time. The country tax rules currently available in the Stator Tax Module are Australia, the United States and Canada. We are constantly adding new country tax rules to the module. For those of you in a country not currently listed, there is a default "No Module" option as well.Easy to use and learn
Stator has been designed with the user in mind. At key points throughout Stator, access to related help topics is only the click of a button away, this makes learning Stator easy.Price updates, no problem!
Price updates are no problem with Stator. You have the option of updating price information manually, importing a text file or online over the internet. There is no need to worry about entering price information for 100 different stocks, Stator can easily import a pre-formatted text file of data. Stator supports price data from the popular MetaStock® and Ezy Chart® formats available through BodhiGold.Shares, Warrants, CFD's and more
Stator has been designed to enable you to easily track your investments at all times. You can track warrants, options, ordinary shares, trust units as well as leveraged instruments like the increasingly popular contract-for-difference (CFD). Stator supports non-leveraged and leveraged holdings to make sure you spend more time looking for your next profitable investment opportunity and less time trying to manage a vast array of different products.Security and peace of mind!
With Stator there is no need to be "online" to analyse your portfolio. In this day and age, online security should be one of your primary concerns, especially when your personal and financial information is stored on servers around the world. We have all heard stories of identity theft and security intrusion in the cyber-world. To prevent yourself from becoming just another statistic, you should be prudent as to how your personal information is stored online. With Stator you can rest assured, knowing that all your valuable financial information is stored on your local computer. With Stator you have:Local data storage: all your valuable financial and portfolio information is stored on your local computer. No more worrying about having your valuable information stored "online" on servers all around the world. Stator is not a program that "Dials-home" or requires access to the internet in order to operate. Your financial information is sensitive and should be treated that way at all times.
Automated Data Backup: With Stator you can schedule to have your valuable data automatically backed up. Stator comes fully equipped to perform data backup behind the scenes and at the frequency you desire. It's as simple as "Set and forget", Stator will manage the entire data backup routine. Download a demonstration of Stator. Get end-of-day data to update your Stator Portfolio Management Software.