Sample Mode...
Not a Subscriber? Have a Test Drive.
If you're not a subscriber, you can still take a look at a working version of the flex-based Portfolio Manager. Some functionality is disabled in this sample, namely
- chart annotations showing each entry and exit on individual stock charts
- ability to enter transactions or create, delete or alter portfolios
- the Attribution Analysis tab won't be populated
- Dividend payment details won't be shown
- the analysis tab for individual stocks contains only basic information and
- there is no 'unit price' style analysis for the portfolio.
That said, you'll see that even the cut-down version on display leaves most portfolio managers for dead.
If you think that a tool like this is worth $4 a week, simply subscribe using the link in the top navbar. Subscribers also have the option of having their existing portfolio details migrated to our service at no cost.
Click on the link below, and pick a portfolio from the drop-down list (there's only one portfolio to choose from, but you get the idea: subscribers can have an unlimited number of portfolios, all of which are tracked in real-time).
Have a good look look around - you'll see that this is not a glorified watchlist (we have watchlists too).If you click on a code in the Summary list, a Basic Analysis tab for the stock in question is populated, as well as a stock-specific transaction list. In the Transactions tab, clicking on a Sell transaction shows you the CGT allocation of the sale.