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Reval 3

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Reval: Keep Tabs on Your Portfolio Privately

Reval 3 lets you update the value of your portfolio as often as you want, but unlike those "free" quote sites on the web (where the cost of admission is your privacy), you don't have to tell anyone what you own or how much. Reval gets quotes on your stocks and mutual funds, but all information about the size of your positions stays on your computer. You can set price alerts, easily enter stock splits, and keep track of as many portfolios as you want. You can instantly call up detailed information on any of the stocks or indexes you follow.

    Reval 3 includes many new features. Reval now tracks Options as well as stocks. You can also have portfolios of any size, and include any kind of sheet in the Reval workbook. Tax View tells you how much you'll pay in capital gains taxes and your after-tax percentage return. Never be shocked, surprised or anguished by an unanticipated stock split again -- AutoSplit will tell you which of your stocks is set to split, and will make all the adjustments on the split date. Even Quicken won't do that! Reval will also advise you of upcoming earnings announcements (with earnings estimates). Reval 3 also adds some much-requested basics, like cash tracking and a summary of all your portfolios in one place.

    Reval will work with Excel 97 and Excel 2000 (Windows) and Excel 98 (Mac).  Earlier versions of Excel will not work. The demo version of Reval 3 expires after 30 days. Register to use it forever!

• What is Reval 3?
• Reval 3 features
• See what Reval 3 looks like
• Try the Online Help System
• Supplemental Documentation for v. 3
  
  

Mac version 3.0.3 (updated 6/1/2000) Download (261k Stuffit archive) Register

The original version of Reval was

• PC version 3.0.3 (updated 6/1/2000)
  • Download (262k .zip file)
  • Register

What is Reval 3?     Reval combines the power and immediacy of the Internet with the privacy of your personal filing cabinet. You tell Reval what stocks you own. Reval gets quotes for those stocks and revalues your portfolio. Your holdings stay on your computer. They are never transmitted over the Internet, and you do not have to trust an Internet quote service to keep your holdings private. With the data already in Excel, you can easily link to Reval data with formulas in other Excel workbooks; as Reval fetches the data from the Internet, your linked workbooks incorporate that data.

    You can track as many stocks as you want in as many different portfolios as you want, whether you own the stocks or not. You can change your portfolio(s) by just typing in the new stocks and clearing the old ones; no waiting for a silly form to load over the Internet. Reval can also keep you up to date on mutual funds and popular market indexes, such as the S&P 500, the Dow Jones Industrial Average, and the Nasdaq Composite Index. You can also follow foreign indexes, such as the FTSE 100 and the Nikkei.

    Reval calculates how your portfolio has performed for the day and cumulatively, in both dollar and percentage terms. Reval also tells you which of your holdings have done the best and worst, both for the day and cumulatively. If you choose, Reval will alert you if your stocks hit targets that you specify. Reval also can show you a graph of your portfolio value over time and a pie chart showing the diversification of your portfolio. You can further customize these charts using Excel's suite of chart tools.

    If you are tracking several different portfolios, you can revalue them all at once or individually. You can set Reval to automatically update your portfolio at regular intervals, as frequently as every 2 minutes.

    The demo version of Reval has all the features of the regular version, but stops working after 30 days. To receive a registration code ($30), go here.

Reval 3 Features

• Track as many stocks, mutual funds, options and market indexes as you want, and keep track of your cash.
  
  
• Never disclose your holdings to the Internet or a portal site.
  
  
• Change your portfolios as often as necessary with no cumbersome web forms.
  
  
• Automatic features cut down on your workload.
  • AutoReval updates your portfolios throughout the day.
  • AutoLog makes sure you log your vital statistics when you quit.
  • AutoSplit downloads the schedule of upcoming splits from the Internet, shows you which stocks have splits scheduled, and adjusts your holdings when the split occurs. You can also manually schedule splits to occur in the future.
  • AutoEarnings tells you which of your stocks will make earnings announcements soon.
  
  
• Tax View tells you how much you'll really make -- after taxes.
  
  
• Organize your holdings into as many worksheets as you want.
  
  
• Update your portfolios individually, or all at once.
  
  
• Calculate your gains and losses instantly, in both dollar and percentage terms.
  
  
• Always know your best and worst stocks, both for the day and cumulatively.
  
  
• Harness the power of Excel in an easy-to-use format.
  • See your annualized percentage return.
  • Keep a running log of the value of each portfolio and other important statistics.
  • Create charts of your portfolio's diversification and value over time.
  • Link other Excel workbooks to Reval to create sophisticated summaries, analyses and charts.
  
  
• Get one-click access to finance and business data.
  • Get charts, news and other data for any stock with one click.
  • Link from your portfolio directly to your broker and your favorite information sources.
  • See when your stocks will split beforehand.
  • Find out in advance when companies are scheduled to make earnings announcements.

Set alerts to warn you when stocks hit targets you set. Price Alert: Warns you when a price goes too high or low. Percentage Alert: Warns you when a stock goes up or down more than any percentage you specify. Daily or Cumulative: You can set one percentage alert for daily changes, and another for cumulative percentage return. All or One: Set a different alert for each stock, or set the same alert for all stocks, with one trip to the Alert settings dialog box. Customizable Alert Colors: Set the alert background and text colors to any color on the standard Excel pallette.

• Customize Reval for your taste and needs.
  • Sort stocks on any criteria you choose.
  • Customize the colors, fonts and number formatting from easy-to-use dialog boxes.
  • Customize each worksheet individually, or use the same settings for the entire Reval workbook.
  • Change the zoom setting on all worksheets at once.
  • Import data from other Reval workbooks.
  • Export data to a text file.
  
  
• Reval menu and custom buttons put all of Reval's features a mouse click away.