In the portfolio, you can:

• Track price, performance, and other data in a dozen different portfolio review reports.
• Record mergers, spin-offs, transfers, and splits.
• Customize your portfolio. Choose from 75 columns of financial data to set up the portfolio view that meets your needs. You can also easily sort by any column.
• Click an account to see its investments. See all your transactions for an investment, even if the investment appears in different accounts.