| * One time Set-Up fee includes first quarter of data. * Click here to try Portfolio Simulator *Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios. * APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review. * Instantly view P/E Ratio Current, 5yr average, and Forward looking. * View Yield for stocks, mutual funds and CEF at the click of a button. * Dow 30 instant access to enhance your efforts. * Dividend Aristocrats at the touch of a button for your portfolio testing. * Quick access links to the tools, sources and other important locations you use during workday/portfolio design and management process. * Drill deeper into investments using Google, Yahoo and NASDAQ search results and hyper-links. * Get price and volume data for past 12 months using optional widget. * Save work in progress instantly when you get interrupted. * Build & Store 8 different portfolios ANYTIME you want. * Easily combine your 'core' investment options with others you choose from our database. * Up to 50 positions in a portfolio. * Hide and expand data lookup for streamline access to the platform. * Design your dream portfolio from a database of over 46,000 investments. * Change/edit your portfolios whenever & however you want. * Export & Save any portfolio in an excel CSV format. * Convenient market watch widgets. * All data updated monthly. * Click here to try Portfolio Simulator  |