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Markets and Research


Screen shot of Portfolio Manager
Portfolio Manager: A comprehensive, easy-to-use investment management and market research tool.
Create and access your customized portfolios containing Equities, ETFs, Mutual Funds, Options, Cash, and other investments. You can also import your WebBroker holdings into a custom portfolio.
View separate perfomance summaries for your portfolios at a glance, including market values, percentage changes, gain/loss and return figures.
Access detailed performance data, news, transactions, fundamentals, charts and analyst ratings for your holdings. You can also write and view personalized notes.
Use the “My View” feature to customize the data points you wish to display. Mouseover holdings to display an intraday chart.
Print summary reports for your portfolios in Adobe PDF format. Scroll across to reveal extensive additional data points for your holdings.