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
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
