Product Release Notes
RELEASED - November 2013
New in this release:
- A Securities Finding and Screening Tool helps you find and add new
securities based on category, rank, and performance criteria. The new tool
lets you screen mutual funds, stocks, and ETFs on the web by applying a
variety of search filters, and automatically adds your selections to your data file
where you can perform more detailed analysis. Adds a great way to quickly
find and evaluate securities to fit your portfolio diversification,
performance, and risk objectives.
- An Interactive Asset Allocation Graph shows your portfolio breakdown by
security, by category, or within categories to give you a clear visual
picture of your diversification and exposure.
- The Real-Time Quote Streamer now has market Charts and sorting
filter securities by category and sort by symbol, price, biggest movers,