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Description
Porfoli serves as an open-source platform for tracking investment portfolios, aimed solely at educational and informational use. It does not offer any financial, investment, or trading advice, and the information provided should not be interpreted as financial counsel. Users can efficiently manage their portfolios, engage in collaborations with friends and family, and analyze the investment approaches of others. The platform allows users to explore high-performing investment concepts, showcasing portfolios that are ranked in real-time as market conditions shift. By filtering options based on return timeframes and sectors, individuals can pinpoint strategies that align with their personal interests. Each public portfolio offers a comprehensive analysis of its holdings, performance metrics, due diligence efforts, and profit and loss events. Additionally, when users make portfolio adjustments, such as transactions or updates to due diligence, they can view expected holdings, demonstrating how those changes would affect their portfolio's composition. This feature enhances the user's understanding of potential outcomes and assists them in making informed decisions regarding their investments.
Description
TradeSmith serves as a cutting-edge financial technology and investment analytics platform aimed at empowering self-directed investors to make informed decisions and effectively manage risk within their portfolios by translating macroeconomic trends and algorithmic data into practical signals and tools. Initially created to help users monitor their portfolios with trailing stops, it has transformed into a robust suite of risk management and portfolio evaluation resources that scrutinize market data across millions of securities to pinpoint optimal entry and exit points, assess volatility, gauge trend directions, and identify health indicators, thereby assisting users in minimizing emotional decision-making and maintaining discipline. The platform provides a diverse array of integrated products, including those tailored for stocks, cryptocurrencies, commodities, and funds, which blend technical indicators such as the proprietary Volatility Quotient (VQ) with features like charting, alerts, watch lists, and performance tracking. This comprehensive approach equips users with strategy insights that support their buy, hold, or sell decisions while fostering a deeper understanding of market dynamics. Ultimately, TradeSmith not only enhances investment strategies but also promotes a more analytical mindset among investors.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
Free
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
Portfoli
Country
United States
Website
porfoli.com
Vendor Details
Company Name
TradeSmith
Founded
2013
Country
United States
Website
tradesmith.com