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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.

About

Stock Portfolio Tracker is an innovative stock portfolio tracking platform built for long-term investors who seek precision and clarity. With over 30 years of historical data, it empowers users to track a wide range of assets such as stocks, ETFs, forex, crypto, bonds, and mutual funds across 85 exchanges and 250,000+ holdings. Our platform delivers advanced analytics and seamless synchronization of corporate actions, including dividends and splits, ensuring accurate insights. Using a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker calculates performance with a high degree of accuracy that reflects the real impact of cash flows over time. By providing powerful tools for performance monitoring and portfolio optimization, Stock Portfolio Tracker helps investors better understand their results and track their portfolios with greater clarity.

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

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

Audience

Retail investors, accountants, financial advisors, CFOs

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$4.99 per month (annually)
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:

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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

Purescope
www.iportfoliotrader.com

Company Information

Stock Portfolio Tracker
Founded: 2022
United Kingdom
stockportfoliotracker.app/

Alternatives

Alternatives

Categories

Categories

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 Portfolio Trader and update features and information
Claim Portfolio Trader and update features and information
Claim Stock Portfolio Tracker and update features and information
Claim Stock Portfolio Tracker and update features and information