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  Product Features View Screen Shots Frequently Asked Questions




News Headlines and News Alerts
  • News headlines are retrieved and collected along with the quotes.
  • News Headlines view allows you to browse headlines organized by ticker symbol. New headlines and unread headlines are highlighted.
  • Scrolling news headlines available in the ticker bar.
  • Define alerts that trigger when news arrives. News alerts can even send the entire headline to your alphanumeric pager.

More alert options
  • Additional alert fields: spread, gain, EPS, and open interest.
  • Option to send alerts via email or to an alphanumeric pager, including the ability to customize the list of fields sent.

Multiple Portfolios
  • Easily create and manage multiple independent portfolios. Each portfolio can have custom settings.
  • Switch between portfolios with one click.

More Research
  • Displays SEC EDGAR filings for US stocks through your browser.

Additional Customization
  • QIF format support for importing and exporting entire transactions to/from Quicken, Microsoft Money, and many other programs supporting this format.
  • Export MetaStock ASCII format historical data for analysis.
  • Define custom import and export formats to handle almost any type of ASCII file.

International Investments
  • Support for additional international quote servers.
  • Automatic foreign currency conversion supports dozens of currencies, with FOREX rates updated over the Internet with a simple command. See Screen Shot




Quick Startup and Easy to Use
  • The Quick Start Wizard walks you through the brief setup process, including network and proxy configuration. See Screen Shot
  • The Tour Guide demonstrates the major features of the software and tells you how to access them so you can quickly become familiar with how things work.
  • QuickLinks provide easy access to the most commonly used program functions.
  • Well-organized menus and dialogs ensure that important functions remain quickly accessible.
  • All-in-one dialogs for creating new symbols and cash accounts allow you to set all parameters for these items before they are added to your portfolio.
  • Allows you to create a hierarchy of folders to organize your portfolio. See Screen Shot
  • Context-sensitive online help has descriptions of every command and dialog. A glossary is included to cover some of the less commonly used terms.

Saves Time
  • Automatically updates your investments at intervals you set, using realtime or delayed quote servers on the Internet.
  • Updates from multiple quote servers at the same time, and up to 20 ticker symbols per request.
  • Automatically recalculates the value of your holdings after each update.

Research Assistant
  • Displays news and charts through your browser with just one click, or generates graphs dynamically based on historical data. See Screen Shot
  • Flexible alert system can notify you when your stock reaches preset limits. Set alerts on price, bid, ask, change, and volume.
  • Optional Internet Explorer integration displays the news or chart directly in the Personal Stock Monitor window. See Screen Shot

Customization Features
  • Drag and drop support makes it easy to arrange symbols and folders.
  • Drag and drop columns to arrange the fields in your view.
  • Create multiple views on your portfolios, each with different fields, and quickly switch to any one.

Works With Your Current Software
  • Import/export ASCII files in several different formats, including Quicken and MetaStock.
  • Imports MetaStock ASCII historical data files.




System Requirements

Recommended Configuration:
  • Pentium/200 (or higher) with 32 MB RAM
  • Windows 95, Windows 98, Windows NT 4.0, Windows ME, Windows 2000, Windows XP, Windows 2003, Windows Vista
  • Video resolution of 800 x 600 (or higher)
  • 10MB free disk space
  • Internet connection


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