Premium Reports Now Available for External Accounts
Now offering rates as benchmarks
New PDF Reports
New Fixed Income Report
New Allocation and Performance by Sector Report
Add Synopsis to Custom Snapshot Report
New Detailed Offline Accounts
Add brokerage, bank, credit cards, other asset and other liability accounts without entering your external financial institution login credentials.
Test trading strategies by configuring a What-If portfolio with offline accounts.
New External Accounts Tab
Full desktop and mobile support for all browsers and operating systems.
Updated look and feel to make managing your external accounts a transparent and seamless process.
Socially conscious investors can now analyze their portfolio's consolidated ESG scores.
ESG Ratings include:
Annualized returns are now available in our custom Historical Performance and Historical Performance Benchmark Comparison reports.
Your estimated remaining income for the year is now available for analysis
alongside estimated rolling annual income.
Special dividends are now included in the breakout of projected income.
In February, we began offering a concentration report in PDF/CSV format. This is now available online under the Fund Parser tab.
Analyze your corporate exposure by grouping the performance (available for TWR or MWR) of your portfolio's derivatives and underlying positions… and more:
Select your master account in the account picker and view your portfolio's consolidated online performance by financial instrument. This consolidated view includes all linked and funded sub accounts.
The following features are now included in your parsed portfolio:
Earlier this month, we announced that SPXT is now our default benchmark. Going foward, it will now be referred to SPXTR.
Historically, dividends were included in SPX returns as SPXT was not offered until this year. Now that we offer SPXT and SPX, dividends have been removed from SPX. SPXT is now our default benchmark. The Performance Attribution vs. S&P 500 report is unchanged and will continue to include dividends.