Transactions History. Save all stock and fund transaction records and sort them by ticker or by date.

Portfolio Overview. Summarize portfolios on one easy to read screen displaying performance and composition of holdings.

Thumbnail Charts. View historical performance charts for all holdings.

Short Sell Transactions. Supports the execution and tracking of short sell transactions.

Unlimited Portfolios. Create and save an infinite number of portfolios.

Splits and Dividends. Receive automatic split and dividend information.

Import/Export Data. Convert portfolio information either to or from Excel (.CSV files), Quicken, or MSMoney (.QIF).

Portfolio Analysis. Integrate your portfolio with other SmartMoney analytical tools including Map Your Portfolio, Asset Allocation, Stock Compare, and an Economic Events Calender.

End of Day Portfolio Alerts. Email users a summary of the end of day price activity for the holdings within all of their portfolios. They include metrics such as, closing price, percent change and current value. Alerts can be customized to send different messages to different sets of users.