Topshare license comparison


  Lite Standard Professional
Cost (with initial 12 months data subscription) $199 $299 $399
Cost (no data subscription) N/A $249 $349
Installed computers per license 1 2 5
Maximum portfolios (Owners) 1 101 101
Maximum stocks for Yahoo download 20 200 200
Watchlist N Y Y
Merge/demerge feature2 N Y Y
Trading Report3 N Y Y
Portfolio performance /IRR calculation4 N Y Y
Data import/export N Y Y
Portfolio Value chart N Y Y
Simultaneous use from multiple computers N N Y
Open a Topshare data file directly from Explorer N N Y

1Depends on transaction intensity, no of stocks, and computer performance. No enforced limit, but performance may suffer if more than 10 portfolios are entered.

2Merge/demerge is used to record corporate actions such as mergers, demergers, spinoffs etc. It gives complete flexibility in assigning the Cost Base and CGT status of holdings resulting from these actions.

3The Trading Report gives a Trader's viewpoint on share trading activity and performance.

4Portfolio Performance/IRR calculates the Internal Rate of Return for a whole portfolio over a given time interval. This includes both realised and unrealised capital movements, and dividend payments. This is the best overall measure of investment performance, and is appropriate for comparing the performance of different portfolios or for comparison with other published investment returns.