Upcoming Enhancements...
Toolbars
Improved Ledger, Book & Portfolio Interface
Faster, Easier Column Selection
Custom Column Transparency
Portfolio Pivot Tables
I/O Goes GUI
Expanded, Intuitive Reporting
Return Analysis Reporting
New Securities
Data & Service Enhancements
Other Enhancements
Portfolio Pivot Tables

Version 6.2.1's new Pivot Table feature enables you to view a given portfolio as a pivot table, enabling you to create a hierarchical, “drill down” view of your portfolio.

Create a multi-level, hierarchical "tree", adding and removing aggregators on the fly by simply dragging and dropping the desired columns.  For example, you can start by aggregating the portfolio view by underlying symbol, and then by underlying symbol AND security type, and then by underlying symbol AND security type AND expiration... and so on. All in seconds by simply dragging and dropping.

   
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Expandable & collapsible at every hierarchical level, the Pivot Table enables you to aggregate and reaggregate as quickly as you can drag and drop.