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Portfolio

Portfolio Tracker

Set-up multiple position-based portfolios to track the value of investments

Unlike other investment tracking software and services, Portfolio Tracker aggregates data about stocks and mutual funds in your portfolio and transforms it into valuable information for you to make trade decisions.

  • Set up multiple portfolios with positions or watch lists
  • Include stocks, mutual funds, options, cash and other investments
  • Web access so you can track investments online from anywhere, anytime