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Legent Investpoint Investor

 

Legent's Investpoint Investor provides a fully-customizable customer website incorporating comprehensive trading, market data, account monitoring, portfolio management and document retrieval functionality in a secure, user friendly format.

Home Page Features

    • Market Indices
    • Last Login Time
    • Rep Information Display
    • Account Overview Page
    • Householding Capabilities

Quotes

    • Delayed Quotes
    • Real Time Quotes
    • Delayed Option Chains
    • Real Time Option Chains
    • Real Time Watch list

Account Services

    • My Records/ Account Information
    • My Records/ Account Information
    • My Records/ Account Information
    • Account Agreements for Regulatory Agencies
    • User Settings on Password Recovery
    • User Customizable Settings
    • Pop Up Messages
    • Linking of Accounts for Household View
    • Email Notifications
    • Contact Us Page
    • Online Help System

Advanced Quotes

  • Market Snapshot
  • Interactive Charts
  • Streaming Quotes

Trading

  • Equity Trading
  • Options Trading
  • Mutual Funds Trading/Exchanges

Account Information

    • Real time Balances and Position Page
    • Balance Summary
    • Balance Detail
    • Asset Detail Page
    • Today's Gain/Losses
    • Breakdown of Assets
    • Real Time Order Status
    • Real Time Complex Order Status
    • Account Activity/History
    • Portfolio Tracker with automatic Synchronization Ability
    • Tax Lot Accounting with realized and unrealized gains and losses by asset type*
    • Cash Flow Table
    • Online Statements*
    • Online Trade Confirms*
    • Schedule D prefilled*
    • IRA downloadable activity*
    • 1099 Statements

Screen Shots

(Click on images for larger view) Investor Overview Screen Shot

Investor Tax Lot Screen Shot