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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.
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