Portfolio Trader

📍 United States HQFounded 2012

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About Portfolio Trader

Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.

At a glance

Software information

Industries served, licensing and the support Portfolio Trader provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English

Capabilities

Portfolio Trader features

The full feature set, grouped by module.

Stock Portfolio Management Software

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Technical Analysis
  • Watchlists

Plans

Portfolio Trader pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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