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Portfolio Manager Essentials
Use Portfolio Manager Essentials to track individual investments and review data from multiple brokerage accounts in one place. Each position integrates relevant news and charts, and it's easy to check your total performance for each account or for your whole portfolio.
Customize your view, choosing from among 40 columns, or select from pre-defined views that include Performance, Fundamentals and Analysis.
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Portfolio Manager Preview
The new Portfolio Manager Preview is a tool for the future. Interactive charts are integrated with your data, along with news and transactions, while the modern new interface lets you zoom into the details. The Portfolio Manager Preview offers the same features as Essentials, but supports more transaction types, includes many more columns for your custom view and functions on additional browsers.
Try it now!
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Investment Toolbox Portfolio Manager
Note: the Investment Toolbox Portfolio Manager is to be retired in upcoming months.
It includes:
- tracking for employee stock options, bonds, options and other types of investments.
- portfolio printing and export to Excel.
- automatic updates on splits and dividends.
- a news tab that shows the latest headlines, alerts and message board posts.
- Data providers
- Copyright © 2009 Thomson Reuters. Click for Restrictions.
- Quotes supplied by Interactive Data Real-Time Services.