Chartsmart

Chartsmart

Chartsmart Software
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About

Few stock screeners can match the flexibility and speed of Chartsmart. Screen from over 14,000 Canadian and U.S. securities. Chart smart installs on your PC so stock screening is fast, and your custom settings are kept secure. Daily end-of-day data updates are available at about 4:20 Pacific. Use our preset screens, or create custom screens, by combining hundreds of fundamental and technical screening criteria. Screen out cash-rich, high revenue growth stocks, at year lows, and break into uptrends. Then scroll through the charts and save the ones you like to your personal watch lists. Find stocks with adequate cash, book value, and working capital, while at the same time ensuring revenues, earnings growth, and dividends. You can even create your own formulas to draw relationships between criteria. For example, you could specify that the stock has more cash per share than it's current trading price.

About

Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in-depth analysis of your shareholdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyze multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Individual charts for each instrument across a variety of time ranges (available in full screen). Support for holdings in multiple currencies, including within the same portfolio, with real-time rate conversions and totals. Automatic pricing updates, major stock exchange and stock market prices. Portfolio import/export feature for importing large portfolios directly from a text file.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a stock screening software and stock charting solution

Audience

Casual investors and traders in need of a portfolio management solution to keep track of their investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$600 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Chartsmart Software
Founded: 1996
Canada
www.chartsmart.com

Company Information

Purescope
www.iportfoliotrader.com

Alternatives

Alternatives

CU SHARE

CU SHARE

Integrated Software

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

No info available.

Integrations

No info available.
Claim Chartsmart and update features and information
Claim Chartsmart and update features and information
Claim Portfolio Trader and update features and information
Claim Portfolio Trader and update features and information