Maximize your investments

PC Minimum System Requirements:PC Recommended System Requirements:
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Product Review

Maximize your investments

PC Minimum System Requirements:PC Recommended System Requirements:
  • Processor:   1 GHz or higher
  • RAM:   1 GB or higher
  • Hard Disk:   Up to 450 MB, up to 1.5 GB if .NET not installed
  • Video Card:   1024 x 768 or higher, 1280 x1024 for large fonts
  • Supported OS:   Windows 10, Windows 8, Windows 8.1, Windows 7, Windows Vista
  • Additional Requirements:   Internet Connection: 56 Kbps modem (Broadband recommended for online services)
    Sound: Sound card & speakers recommended


    • Imports all your bank transactions safely and automatically, including those from loan, investment & retirement accounts. No need to jot it all down or save receipts
    • Categorizes all your transactions and puts them in one place. Know how much you’re spending without jumping from website to website to add it all up
    • Puts your money to work. Creates a plan to pay off your debt or save for college or down payment
    • Power to help optimize your portfolio. Analyzes your portfolio by asset allocations, geographies, sectors & more. Shows your risk & return and investment performance over time relative to the market.
    • Minimizes taxes on your investments. Helps you get maximum tax benefits and prepares easy reports for tax time

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