Enhanced Portfolio Manager

1. New Navigation Menu

2. Corporate Action Notification and Dividends/Splits Page

3. New Import

4. More Custom Views

5. New Data Points

6. Export in MS Excel

One-click functionality allows you to export your data from your view pages to Microsoft Excel. This new feature gives you the flexibility to be able to manipulate, format and print your reports outside of Portfolio Manager.

Just click on the “Export” icon or choose “Export Current View” from menu and you can export from any of the following views: Snapshot, Intraday, Gain/Loss, Fundamental, or My Views.

7. Improved News Setup

8. Expanded Help Section

9. Portfolio Persistence

10. Real Time Quotes

11. Static Column Header

12. Target Prices

`

13. Hide Closed Positions

14. Sorting in Stock Intersection

15. Rename My View

16. Cash Flow Tracking

17. Renaming Portfolios

18. New Printing

One-click functionality allows you to print from all of your views pages. Just click on the “Print” icon or choose “Print” from menu to try your printable version.

19. Improved Contrast

20. Detailed Allocations

21. Insights View

22. Cost Basis Settings

23. Portfolio Monitor

24. Twice the Tracking

25. Adjustable Column Width

26. Drag and Drop Columns

27. Personalize Your PM

28. Portfolio Level Settings

29. Inlcude Cash BETA

30. Enable Cash Distribution