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 add-on services to your existing account, please use the My Account option on your E-Gate menu.