About the Portfolio Manager

The Deluxe Portfolio Manager gives you a comprehensive view of all your investment accounts. In the Portfolio Manager, you can:

  • Track investments from multiple financial institutions.
  • Record and view all of your investment transactions.
  • Keep track of a 401(k) account.
  • Record mergers, spin-offs, transfers, and splits.
  • Get updated investment prices.
  • View price history, basic analysis data, and details such as ticker symbols, cost basis, strike price, and tax status.
  • Analyze price, performance, and other data in reports.
  • Customize your portfolio view, choosing from more than 75 columns of financial data.
  • Use the portfolio review to get a complete overview of your portfolio, including your current investment allocation, potential tax liability, performance, and major holdings.

Microsoft Money arrowbluedown About the Portfolio Manager

About the Portfolio Manager