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Features

Portfolio Management

Unlimited accounts and positions with full transaction history
Automated worksheets, updated daily based on the S&P Global market data feed
Daily market value & leaderboard
Benchmark position returns against major indexes
Specialized portfolio charts for trimming, position analysis, and portfolio performance
Monthly and quarterly pay calendar with forecasting
Year-over-year pay trend and forecasting
Sector allocation heatmap
CSV position upload

Screening & Watch Lists

Predefined search templates
Unlimited watch lists
Intelligent filters including fair value, relative rankings, and, year-over-year trends
Downloadable results worksheets
Visual comparisons and rankings

Fundamentals Research

Over 20 years of dividend histories
P/E and dividend yield fair value charts
Complete tools for dividend growth investors including yield charts, growth history, and dividend schedules
Revenue/earnings history and forecast
Analyst estimates
Fundamentals matrix
Peer analysis

Charting

Predefined chart templates
Time series charts
Ranking charts

News & Filings

The latest financial news, updated every 30 minutes
The latest SEC filings, updated daily
Corporate events and announcements, updated daily

Data

Over 20 years of data for U.S. stocks sourced from S&P Global
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