
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
- 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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