Audience

Retail investors, accountants, financial advisors, CFOs

About Stock Portfolio Tracker

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.

Pricing

Starting Price:
$4.99 per month (annually)
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Online

Stock Portfolio Tracker Frequently Asked Questions

Q: What kinds of users and organization types does Stock Portfolio Tracker work with?
Q: What languages does Stock Portfolio Tracker support in their product?
Q: What kind of support options does Stock Portfolio Tracker offer?
Q: Does Stock Portfolio Tracker have a mobile app?
Q: What type of training does Stock Portfolio Tracker provide?
Q: Does Stock Portfolio Tracker offer a free trial?
Q: How much does Stock Portfolio Tracker cost?

Stock Portfolio Tracker Product Features

Stock Portfolio Management

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