eTelemet's Portfolio Windows allow you to track changes in the value selected investments positions in real-time.

Track Key Investments with Customized Portfolio Windows

Save time, and create reports with Portfolio Windows. eTelemet reduces cataloging, bookkeeping and tabulating chores required to keep track of client's unrealized gains and losses, giving you more time to do critical analysis and research.

Set up as many portfolio windows as you like. Each account can have its own window.

Profit and Loss Statements in Real-Time

Portfolio Windows show the ticker symbol, name, up/down tick, last price, basis (cost, year, month or week-to-date), share position, net change from basis, the current value of the position and the net dollar or percent gain or loss. You can change these or add other data fields too.

Portfolio Windows show the current value of all active positions and the net dollar gain or loss of the portfolio. You can also see percent gain or loss off the basis. Other data can be inserted, including notes and transaction dates.

As transactions occur throughout the trading day, last prices are updated, as are the net dollar gains and losses, keeping you aware of the performance of your clients portfolios. Each portfolio's market value and net dollar gain or loss are shown at the bottom of the window and updated.

Print or fax these screens whenever you desire. Rank the portfolio positions by gains or losses, market value, or percent change.

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