Can print summaries and detailed reports. Move or copy any stock or fund position between portfolios. Flexible alerts to warn when a certain stock price or volume reaches a user-specified low or high. Integration with NotePager software enables TradeTrakker to send a message to your pager or digital phone whenever a programmable TradeTrakker alert is triggered. Fully customizable Web Links for symbol lookup, charts, news, SEC filings, and more, plus configurable link to user's online trading page.
Capital gains tax determination tells the user how many days left till a stock turns long-term.
Save stock portfolio database to multiple locations such as on a LAN or laptop computer. Automatic file backup facility. Intuitive, user-friendly interface with detailed onboard help file. Clean automatic install and uninstall facility. May be used through a proxy server on in a corporate environment behind a firewall.