Data file capacity has been expanded. Each Fundwatch data file (including your current data files) can now hold up to 50 years of weekly or 10 years of daily price/volume history. The number of viewable distributions has been increased to 1250 per security.
A stock quote Streamer displays prices for your securities as they update* during the trading session.
You can add Style descriptors for each security, allowing you to categorize securities by what they invest in. You can filter the securities included in Analysis reports by style (for instance, if you want to compare rate of return for Small-cap Growth securities), or you can group them by style on the reports by clicking on the style column.
A new Performance Analysis report shows annualized returns for each security over 10-yr, 5-yr, 3-yr, 1-yr, 6-mo, 3-mo, and 1-mo periods. This compares securities on the basis of both long and short term performance, and on consistency of performance over time. Recent Performance Momentum is also calculated for each security.
A new Momentum Analysis report shows various momentum indicators side-by-side for each security. Each momentum calculation is separately configurable and triggers alerts for securities that may be indicating a buy or sell condition.
Momentum can now be plotted as an oscillator on the Graph.
*Streamer quotes may be delayed and are time-stamped.