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Portfolio Tracker

SmartMoney's Portfolio Tracker provides all the features necessary to help users track their investments on the Web. With an array of new features and tools, the SmartMoney Portfolio is one of the most powerful tools on the Web. Functionality and "look and feel" can be easily customized to fit any requirements. SmartMoney can host this tool for you, or you can integrate the tool with your own data and proprietary account information.

PLEASE NOTE: This page may include data and content from 3rd party providers, and/or links to 3rd party service provider content, whose terms of service may control the use of that data or content.

Transactions History. Save all stock and fund transaction records and sort them by ticker or by date.

Portfolio Overview. Summarize portfolios on one easy to read screen displaying performance and composition of holdings.

Thumbnail Charts. View historical performance charts for all holdings.

Short Sell Transactions. Supports the execution and tracking of short sell transactions.

Unlimited Portfolios. Create and save an infinite number of portfolios.

Splits and Dividends. Receive automatic split and dividend information.

Import/Export Data. Convert portfolio information either to or from Excel (.CSV files), Quicken, or MSMoney (.QIF).

Portfolio Analysis. Integrate your portfolio with other SmartMoney analytical tools including Map Your Portfolio, Asset Allocation, Stock Compare, and an Economic Events Calender.

End of Day Portfolio Alerts. Email users a summary of the end of day price activity for the holdings within all of their portfolios. They include metrics such as, closing price, percent change and current value. Alerts can be customized to send different messages to different sets of users.

The Markets Today

TRADESHOW LOCATIONS

San Francisco

 • August 15 – 17, 2013

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