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.
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Integrations
No integrations listed.
Company Information
Purescope
www.iportfoliotrader.com
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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?
Portfolio Trader works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Portfolio Trader support in their product?
Portfolio Trader supports these languages: English.
Q: What kind of support options does Portfolio Trader offer?
Portfolio Trader offers support via online.
Q: Does Portfolio Trader have a mobile app?
Yes, Portfolio Trader has a mobile app for iPhone, Android, and iPad.
Q: What type of training does Portfolio Trader provide?
Portfolio Trader provides training in the form of documentation.
Portfolio Trader Product Features
Stock Portfolio Management
For Investment Advisors
Supported
For Traders
Supported
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Portfolio Rebalancing
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
