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

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

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

Predefined chart templates

Time series charts

Ranking charts

The latest financial news, updated every 30 minutes

The latest SEC filings, updated daily

Corporate events and announcements, updated daily

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