Portfolio Management Software

Track your investments and financial accounts

See all your accounts and investments in one place by simply importing data from your personal accounts into the management system.
Easily add in accounts that you monitor for family, friends or clients.
Place financial portfolios in customized groups and create categories of investments within each portfolio to track and manage simply and quickly.
Effortlessly switch back and forth between categories, portfolios, and groups in order to see the totals and daily numbers at every level.
Stay on top of market changes by setting up alerts to notify you if a stock or other investment goes over or under a set price.

Modify the columns in the folder window to see a wide variety of financial data and positions of each asset.
Easily customize the columns to fit your individual needs.
Examine past gains & losses, buys, sells, dividends, splits and more using dynamic and adjustable charts.
Review the daily, monthly, quarterly, and yearly gains and losses for each investment in each portfolio.
Configure technical indicators for each stock in order to create a consistent and seamless view of your investments.

Access convenient summary statements, charts, graphs, and reports of the latest data available on your investments.
Transaction reports will help you monitor your contributions to specific accounts.
Use the Back-in-Time report to see what your portfolio looked like in the past.
Evaluate the daily, monthly, quarterly, and yearly results on your portfolio’s financial gains and losses to gain professional level insight into your investment.
Use the application’s comparison charting to assess stocks, bonds, options, dividends, and more.

Create watchlists on individual stocks, groups of stocks, other assets, or indexes and keep a close eye on the market changes of interest to you.
Use the watchlists as a guide or a test to see how specific investments will act.
Monitor and manipulate the watchlists according to how your own financial assets change.
Mark your personal investments as overweight, underweight, or of equal weight and use that information to wisely determine your next trade.
Compare the numerous technical built-in viewpoints on your potential investments so that you can easily plan future trading.