Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Achieving balance in your inventory is effortless with Exact's stock management software, which caters to a wide range of users from novice traders to seasoned international wholesalers managing numerous warehouses. With this innovative system, you gain immediate access to real-time stock levels, enabling seamless communication as orders are efficiently relayed to order pickers, and everything can be monitored conveniently through the app. Exact for Trade allows smooth integration with your online store or B2B platform, ensuring that your stock and pricing are always up to date. This efficiency translates into rapid and effective delivery of products to your customers. Additionally, the software harnesses AI to automatically process incoming invoices and provides timely updates on sales opportunities, keeping you informed even while on the go. By utilizing Exact's intelligent solutions, you can manage your business operations with confidence and flexibility, no matter where you are.

Description

Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
WooCommerce
XLReporting

Integrations

Declaree
Doxis
Elfsquad
Employes
Exact SRXP
Haslle
Humanwave
Magento
Nmbrs
Teamleader
WooCommerce
XLReporting

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Exact

Country

Netherlands

Website

www.exact.com/benl/producten/handel

Vendor Details

Company Name

Purescope

Website

www.iportfoliotrader.com

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

AltheaSuite Reviews

AltheaSuite

Hyper Drive Solutions

Alternatives

SABP Reviews

SABP

SABP Software
Webstockman Reviews

Webstockman

Nissi Infotech
Axis Diplomat Reviews

Axis Diplomat

Systems AXIS