Convert Your Old Portfolio to an Investor Portfolio

Показать описание

Learn how our simple conversion process will take your existing Barchart Portfolios and convert them to a new Investor Portfolio.

Convert your existing portfolios containing equities, active and expired futures contracts, and active equity and futures options contracts.

The new Barchart Investor Portfolio was designed with professional features for monitoring and analyzing your investments.

- Transactions for an asset are grouped into a single position.
- The portfolio automatically adds all corporate actions (dividends and splits).
- Allows for dividends to be automatically reinvested.
- The Market Value chart shows portfolio valuation over time.
- Portfolios can be valued in USD, CAD, EUR, GBP, or AUD