Product Release Notes

RELEASED - November 2013


New in this release:

  1. 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.

  2. 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.

  3. The Real-Time Quote Streamer now has market Charts and sorting features... filter securities by category and sort by symbol, price, biggest movers, etc.

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