Average Ratings 0 Ratings
Average Ratings 2 Ratings
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.
Description
Launched in 1996, StockMaster has transformed into Australia's top-selling software for managing investment portfolios. Tailored for investors aiming to simplify investment management and tax reporting, it features a distinctive trade record system that facilitates the easy documentation and reporting of trade activities and dividends within a portfolio. Its online charting and query capabilities enable users to plot data and conduct on-the-fly queries regarding shares effortlessly. Beyond mere portfolio management, StockMaster encompasses cash book and property management tools, allowing users to monitor daily cash flows, as well as their income and expenses related to investment properties, creating a comprehensive investment management solution. The software also offers real-time tracking of shares, managed funds, warrants, options, CFDs, fixed interests, and more. Furthermore, it allows for in-depth analysis of anticipated dividend income cash flow and imputation credits over the next year, as well as detailed asset allocation insights within your portfolios. With StockMaster, investors have access to an all-encompassing platform that addresses various aspects of their financial management needs.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$220 per year
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
Purescope
Website
www.iportfoliotrader.com
Vendor Details
Company Name
Supertech
Founded
1996
Country
Australia
Website
supertech.com.au/stockmaster.html
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
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