Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Introducing Co-Pilot, an innovative multi-asset portfolio trading platform designed specifically for proactive wealth managers. Flyer provides a comprehensive FIX solution that includes an extensive array of software, integrations, development kits, and dedicated support. This all-in-one investment platform streamlines portfolio and order management within a single multi-asset application, all supported by the Flyer Trading Network. The Co-Pilot API empowers developers to swiftly build their own trading platforms and connect with various trading partners, ensuring a seamless and user-friendly experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, simplifying trading interactions with custodians and brokers alike. To navigate the complex workflows associated with managing a wide array of equities and mutual funds, advanced trading tools are essential. When you layer potential allocation combinations atop each other, the sheer number of unique portfolio possibilities expands exponentially, highlighting the platform's versatility and potential for wealth management. As the financial landscape evolves, Co-Pilot stands ready to adapt and meet the needs of its users.
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
Integrations
ByAllAccounts
Yes
Orion
Yes
Riskalyze
Yes
Stripe
No
Telegram
No
Twilio
No
WhatsApp
No
Yodlee
Yes
Integrations
ByAllAccounts
No
Orion
No
Riskalyze
No
Stripe
Yes
Telegram
Yes
Twilio
Yes
WhatsApp
Yes
Yodlee
No
Pricing Details
No price information available.
Free Trial
No
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.
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)
Yes
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
FIX Flyer
Founded
2004
Country
United States
Website
fixflyer.com
Vendor Details
Company Name
PortfolioTrackr
Founded
2026
Country
United Arab Emirates
Website
portfoliotrackr.com
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
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