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Portfolio Tools

Record and manage your trading activities quickly and accurately.

Single left mouse click drop-down arrow to the right of the Portfolio icon to view the Quotes tool selection.

The Portfolio tool selection menu contains the following items:


Portfolio Manager

Enter all of the information related to your trading and investments, including option strategies and stock trades. Keep track of all of your activities including stock splits, dividend reinvestments and interest payments for an accurate record of your trading activity.

For more information, go to the Portfolio Manager help topic.

Portfolio Reports

Generate printed reports for your personal files or your accountant based on the information entered in your portfolio.

For more information, go to the Portfolio Reports help topic.

Broker Accounts

Review your broker accounts, grouped according to market and securities type.

This also conveniently displays contact details for your brokers.

For more information go to the Broker Accounts help topic.

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