Be the CEO of Your Portfolio

Manage your investments like a pro

Payment Ledger
Yearly View
Monthly View


Stay on top of your cash flow and income forecast with ease

Automated pay calendar & schedule
Daily payment ledger
Previous year comparison
Future cash flow and payments forecast


Gain a 360o perspective on your accounts and holdings on a daily basis

Dividend Trend
Dividend Schedule
Fair Value
Heat map


Find opportunities using intelligent search

Target opportunities quickly with actionable criteria such as fair value, dividend streak, total returns and CAGRs
Identify the best opportunities using relative criteria such as top 10% performers in a sector
Choose from a wide range of curated searches tailored to different investing needs
Lightning fast results


Go in-depth with the industry’s most accurate data

Access the industry’s most complete set of fundamental metrics sourced from S&P
View and manipulate search results using worksheets
Quickly compare fundamentals and performance using advanced visualization tools
Immediately access detailed market data, dividend payment history, earnings, estimates, and fair value charts for each security


Create dynamic watch lists that update automatically

Eliminate time-consuming, manually maintained spreadsheets with dynamic watch lists
Define your investing criteria and Portfolio Insight will automatically update your watch list members daily based on the latest market data
Receive proactive notifications when new members are added to your watch lists
View upcoming key events for watch list members such as earnings reports, dividend announcements, and meetings


Quickly compare fundamentals across a range of securities through unique visual tools

The Peer Quadrant enables you to quickly compare fundamental data across a wide selection of companies.

Visualize dividend yield vs. growth to select the securities that best match your investing goals.