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Portfolio Manager:
With InvesTraK’s portfolio manager, all of your accounts are
easily accessible from one common area - no browsing through
endless directories looking for the right account folder.
Portfolio manager puts all of your accounts at your fingertips |
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Transaction
Manager:
Track your transactions from one location in an easy to use
transaction grid. Select security transaction and view the
current price, total shares, total cost, average price, current
value, and gain/loss. |
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Real time Streaming
Quotes:
If you have access to the Internet, you can track your
investment’s current price, gain/loss, percentage, volume
and more with Real Time streaming quotes using all the
features of InvesTraK. There is an additional monthly fee for
Real time streaming quotes. |
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Live Stock Updates:
If you have access to the Internet, you can track your
investment’s current price, gain/loss, percentage, volume, news,
and more. Get the latest prices using several different Internet
financial services for no additional cost. InvesTraK offers
auto-timed updates that will automatically update quotes every
number of specified seconds. For Real Time streaming
quotes see above |
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Securities Charts:
Checking your stock’s performance over one month, 1-5 years, one
day is right at your fingertips in chart format screen.
Ticker Tape Indices Display
InvesTraK can display a ticker tape with all the major indices.
Customize this display by selecting which indices you want to
view. |
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Securities Graphs:
Check your portfolios allocation.
Portfolio Asset ,Stock Exchange Industry Graphs, Transaction History ,Gain/Loss and dozens of
others to choose from.
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Detailed Reports:
There are Dozens of detailed reports to choose from. Quote Performance ,Buy History
,Sell [Average Cost] ,Sell [FIFO], Security Information
,Portfolio Type, Cash Transactions ,Transaction History,
Brokerage, History, Rate Of Return (ROR). Data History (Txt, Html, Cvs).
Export basic transaction history to Excel.
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