Audience

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

About Portfolio Trader

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.

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

Purescope
www.iportfoliotrader.com

Videos and Screen Captures

Portfolio Trader Screenshot 1
Other Useful Business Software
Total Network Visibility for Network Engineers and IT Managers Icon
Total Network Visibility for Network Engineers and IT Managers

Network monitoring and troubleshooting is hard. TotalView makes it easy.

This means every device on your network, and every interface on every device is automatically analyzed for performance, errors, QoS, and configuration.
Learn More

Product Details

Platforms Supported
iPhone
iPad
Android
Training
Documentation
Support
Online

Portfolio Trader Frequently Asked Questions

Q: What kinds of users and organization types does Portfolio Trader work with?
Q: What languages does Portfolio Trader support in their product?
Q: What kind of support options does Portfolio Trader offer?
Q: Does Portfolio Trader have a mobile app?
Q: What type of training does Portfolio Trader provide?

Portfolio Trader Product Features

Stock Portfolio Management

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