S MART stores yield and price history at each market evaluation date, and keeps a rate history for each variable rate security. Results are available on graphs or in reports. S MART tracks trends between dates which you select, calculates the basis point spread and derives the standard deviation, average and moving average all with single keystrokes. S MART also displays trends of portfolio-level data such as portfolio average maturity, yield, dividend contribution and others. Having this information at my fingertips would be an immeasurable help to me.
Results are available by security and as a portfolio summary.
S MART also displays an optimized sale order list for relating unrealized losses to distribution yields. S MART enables you to immediately evaluate the impact of proposed trades on portfolio weighted average maturity, yield, dividend contribution, ratings profile and other portfolio parameters. S MART displays the impact of simulated trades on a number of portfolio-level statistics. A simulated transactions journal documents statistics for the group of buys and sells. S MART has this kind of analytic intelligence built in.