How can I arrange to get a demo of TheBooks?
We use GoToMeeting to deliver demonstrations over the web. We can provide demos to up to 15 people at one time.
To arrange a demo, contact us at 847-234-4969 or email us at
info@dmaxx.com |
Is TheBooks sold as modules or as a package?
TheBooks is sold as a complete application; not on a module by
module basis. The software runs at your location and both the
data and the software are resident on your computers. |
Does TheBooks base its calculations on Broker
Statements?
No, TheBooks uses broker statements for reconciliation purposes.
Exchange rates, settlement prices, and cash transactions (journal
entries) can also be imported from the statements, but trades are
not normally brought in from the statements. |
What types of instruments does TheBooks support?
Futures, Forwards, FX, Swaps, Equities, as well as options on any of
these. It also supports calendar spread options. |
What Price Data vendors does TheBooks Support?
Real-time prices can be obtained from eSignal
and CQG. End of day prices can be obtained from eSignal, CQG,
CSI, Yahoo, any Excel spreadsheet, text files, and your brokerage
statements. |
Does TheBooks have facilities for T-Bills and
other interest baring instruments?
Yes. |
Can I import my performance history into TheBooks?
Yes. TheBooks allows you to import monthly performance tables
for individual accounts and composites. The performance tables
produced by TheBooks will link to the end of the tables you import.
You can also import your entire trading history if desired. |
Does TheBooks support mid-month additions and/or
withdrawals?
Yes. Because TheBooks is a daily system, you it supports daily
additions and withdrawals. |
Your documentation states that TheBooks uses SQL
Server. Does this mean I must purchase SQL Server to run
TheBooks?
No necessarily. Most organizations can run TheBooks using the
SQLExpress version of SQL Server. That version is available
for no charge from Microsoft. |
We have accounts which clear through <broker
name>, does TheBooks support this?
TheBooks has support for nearly fifty brokers and more than 135
statement formats. If it does not support your broker's
format, we will add support at no charge for advisors managing more
than $10 million. For those managing less there is a nominal
charge. |
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