'Stocks' is perfect for anyone who wants to see their consolidated real-time values and events from multiple investment accounts. For example, create a ‘Fidelity’ and ‘TD Ameritrade’ portfolio in Stocks that contain your exact purchase date, quantity, and price of equities from each. Once entered, you can easily monitor consolidated totals, news, see summaries of upcoming earnings and ex-dividend dates, and easily see charts from real-time to 5 years.
In addition, you can use Stocks powerful PDF report generating capability, to print a summary of all portfolios, or a specific equity to get its totals across all your accounts. Stocks will also generate an accurate IRS Form 8949 so you can see all capital gains/losses (both Short and Long term) encountered so far in the tax year.
• Create portfolios for each of your accounts and see consolidated real-time value and value change.
• Portfolio's support the purchase and sale of date and price accurate partial lots for accurate IRS Form 8949 generation.
• View real-time charts for stocks, mutual funds, indices.
• See earnings and ex-dividend dates, projected earnings, and whisper numbers. ExDividend dates are color coded for date-accurate eligibility.
• Get news by individual equity or portfolio. Add news items to the News Reader for later reading
• Get market commentary, advice and opinion on the indices tab.
• Watch charts as a playlist. Perfect while commuting.
• Interactively swipe through portfolios or stocks without extra navigation steps.
• Globally split a stock or change a stock name.
• Always see the remaining time to the next market open or close.
• Foreign users can view portfolio value and change using real-time FOREX rates and see value including arbitrage since purchase.
• Four background color themes.
• Backup & restore privately to your personal email account....and much more.
Expanded Feature Description
Real Time Charts:
▹ View real-time stocks, mutual funds and major indices
∙ ∙ ▹ See bar or line charts
∙ ∙ ▹ 50/200 day moving averages
∙ ∙ ▹ Periods from real-time, up to 5 years
▹ Efficiently swipe through portfolios or stocks
▹ Hit "Play" to watch a play-list of charts:
▹ A timer always let you know how long until the next market open or close.
▹ Enter multiple lots per-equity for a real-time snapshot of value, change, and CAGR during the trading day.
▹ Buying and selling stocks is easy:
∙ ∙ ▹ Sell (or cover) any lot and see portfolio changes immediately.
▹ Powerful Portfolio Editing
∙ ∙ ▹ Change portfolio names
∙ ∙ ▹ Freely re-order, add, and delete stocks, lots, and portfolios
▹ Add personal commentary in the Notes dialog for each equity and lot.
▹ PDF reports can be eMailed or printed
▹ Generate year-end IRS Form 8948 at any time to see tax liability.
▹ Generate complete portfolio or equity reports for a hardcopy picture of gains and losses.
Earnings and Ex-Dividend Dates
▹ Sort within a portfolio by date, ticker or % dividend
▹ ExDividend dates are color coded (green if eligible to qualify for dividend, red if expired and black if future estimate)
News and News-Reader:
▹ See top news articles for an entire portfolio, or drill-down to see older news items for a single holding.
▹ Get a wide variety of market commentary, advice, and opinion on the Indices tab.
▹ Add news items to the News-Reader for later reading
▹ Use the Quotes tab to research individual stocks, and easily add a new finding to an existing or new portfolio.
▹ Get detailed information on stocks including statistics, dividends, and pay-dates.
▹ Backup and restore your information easily. It's free and private too.
Currency Conversion for Foreign Investors
▹ Enter cost and commissions using your regional currency
▹ Portfolio values use real-time FOREX rates based on the original USDollar cost so you can see arbitrage over time.