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Description

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Description

Investors managing their own money across more than one market use PortfolioTrackr for stocks, ETFs, crypto, commodities, forex and futures on one screen. Coverage spans 100 exchanges and 100 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Enter a position by voice, text, screenshot, CSV, or a broker connection. Each position carries its own target and stop loss, with profit and loss tracked per position and overall. Alerts fire on WhatsApp, Telegram, email or push when a target is reached. Dividend forecasting, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reporting and short positions come standard. No ads, no data resale, no algorithm recommending what to buy. A co-pilot, not an autopilot. Native iOS and Android apps, plus a full web dashboard. Starts with a free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime option. One dashboard, every position, clear decisions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Binance Yes 
BitMEX Yes 
Bloomberg Yes 
CoinGecko Yes 
Coinbase Yes 
Deribit Yes 
Fireblocks Yes 
HTX Yes 
Kraken Yes 
Kraken Yes 
KuCoin Yes 
Stripe No 
Telegram No 
Twilio No 
WhatsApp No 

Integrations

Binance No 
BitMEX No 
Bloomberg No 
CoinGecko No 
Coinbase No 
Deribit No 
Fireblocks No 
HTX No 
Kraken No 
Kraken No 
KuCoin No 
Stripe Yes 
Telegram Yes 
Twilio Yes 
WhatsApp Yes 

Pricing Details

$1,500
Based on usage not AUM
Free Trial Yes 
Free Version No 

Pricing Details

$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)

Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Arbor Financial Systems

Founded

2007

Website

arborfs.com/hedge-fund-software-portfolio-management-system/

Vendor Details

Company Name

PortfolioTrackr

Founded

2026

Country

United Arab Emirates

Website

portfoliotrackr.com

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation Yes 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders Yes 
Order Management Yes 
Portfolio Accounting Yes 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection Yes 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management Yes 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives