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Allow your clients to view the performance of their portfolios directly on your web site.
How does it work?
Your client logs in, and requests a username and password. This is immediately
emailed to the client, who can then log in and start to add companies to their
porfolio.
What services are included in My Portfolio?
The portfolio information can be presented in three ways:
Classic
 Ticker symbol, number of shares, purchase price, last price, change %,
Invested + Commission, Current Value, Gain/Loss, Last Updated, Volume.
Fundamental
Company Name, ticker symbol, last price, gain/loss, market cap, p/e, 52 week
high, 52 week low.
Day Watch
Ticker symbol, number of shares, purchase price, last price, change %,
Invested + Commission, Current Value, Gain/Loss.
The portfolio information can also be exported to other applications.
Real-time financial news specific to the portfolio can also be included.
To add My Portfolio to your organisation's web site, contact a
Four Corner's consultant here. |
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