One Owner |
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| Unlimited Owners |
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One Portfolio |
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Unlimited Systems
(Sub-Portfolios) |
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Unlimited Sub-Consolidations
(Custom System Configurations) |
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Consolidated Portfolio |
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Unlimited Bank Accounts |
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Account Consolidation
(Custom Account Configurations) |
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Pending Bank Account
(Reconciliation Account) |
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| Connect to Historical Data |
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Printable Reports |
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Capital Gain Calculations |
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Import / Export Data |
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Online Price Updates |
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Symbol Descriptions |
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Finance Cost Support |
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| Retrospective Finance Costs |
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File Linking to Owners |
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File Linking to Trades |
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Trading Journal
(Trading Diary) |
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Taxation Analysis |
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| Built-in Quick Quote |
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Portfolio Backup & Restore |
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Currency Converter |
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Multiple-Currency Support |
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