Portfolio Window
Create your own portfolio windows and watch your individual positions and total portfolio value update in real time. The portfolio function includes a log file that will track a user’s portfolio for the year and sub-total lines. The log file is in a .csv format, so it can easily be taken into Excel to help the user prepare for the IRS.

The column headings have the ability to add, delete and sort the fields. The user can make an adjustment for splits, make corrections and organize the log file by listing an account name for each security listed in the portfolio.

The Global Portfolio Window allows users to compare the totals of multiple portfolio windows. New!