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Section 1
Manage single or multiple portfolios
1.1 Multiple Portfolio Management
1.2 Individual or Collective Reporting
1.3 Track Variety of Asset Types
1.4 Detailed Transaction Accounting
1.5 Download Data From Broker or Manual Entry
Section 2
Analyze Asset Allocation & Diversification
2.1 Portfolio Allocation by Asset Class
2.2 Portfolio Allocation by Sector
2.3 Portfolio Allocation by Size
2.4 Funds Investment Objective
Section 3
Accurately Track Your Security Cost Basis Information
3.1 Cost Basis Reporting
3.2 Income / Reinvestment
3.3 Income Received Report
3.4 Sale Methods
3.5 Sold Securities Report
Section 4
Create Detailed Reports Summarizing Investment Holdings
4.1 Many Informative Reports
4.2 Report Options
4.3 Report Preview
4.4 Report Example
Section 5
Utilize Fundamental Ratio Analysis Tools
5.1 Asset Library
5.2 Current Asset
5.3 Valuation Ratios
5.4 Sorting
Section 6
Interact With Other Software Tools
6.1 Compatibility with Google & Yahoo
6.3 Import Data
Section 7
Easy Setup & Program Activation
7.1 Setup
7.2 Help System
7.3 Activation