Help Pages

Version 3.0

OmniValue is an advanced and easy to use tool for managing and analyzing financial assets such as stocks, funds, bonds, bank accounts, currency, cash, and tax accounts. If you are new to OmniValue and want to learn how to use the program please go to the introduction tour. If you are interested in learning more about specific details please select a topic below.

OmniValue Introduction Tour   To quickly get started with OmniValue select menu File->Template... This will create a default document for the selected template. If you want more information read this introduction tutorial which covers all major steps in creating and managing value documents.

Buy License   OmniValue is distributed as a "shareware". This means that it is not a free software. The software may be used for evaluation purposes without charge for a period of 30 days. If you wish to use OmniValue after the trial period you can buy a license and register your program for unrestricted use.

1. Concepts and Terminology   1.1 Introduction 1.2 Asset 1.3 Portfolio 1.4 Owner 1.5 Transactions 1.6 Financial Metrics 1.7 About OmniValue

2. References   2.1 Introduction 2.2 Reference Source Types 2.3 Local List 2.4 Internet Query 2.5 Internet List 2.6 Internal Source 2.7 Sharing and Managing Sources 2.8 Synchronization

3. Transactions   3.1 Introduction 3.2 Transaction Model 3.3 Count Select 3.4 Value Select 3.5 Count Update 3.6 Value Update 3.7 Transaction Type Dialog 3.8 Creating new Transaction Types Transaction Export and Import

4. Values   4.1 Introduction 4.2 Manage Value Types 4.3 Including Transaction Types 4.4 Creating New Value Types 4.5 Sharing User Defined Types

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