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Investments


Monitor your investments, brokerage accounts and capital gains/losses in a comprehensive manner

Features:

  • View your sold/covered investments (capital gains/losses)
  • Print capital gains/loss
  • Export capital gains/loss in a CSV (Comma Separate Values) file which can easily be imported into your favorite spreadsheet, such as MS Excel
  • Manage a set of brokerage accounts and the investments in those accounts
  • View all your investments in each equity
  • Sort your investments by the greatest gain/loss
  • Note: this Investments application is independent of the investments in the Portfolio Managers

      

To add more exchanges or applications to your existing account, please use "My Account" on your E-Gate menu.