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Average Ratings 0 Ratings

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Description

PortfolioTrackr is an efficient and streamlined portfolio management tool designed specifically for dedicated investors. It enables users to monitor stocks across leading global markets, cryptocurrencies such as Bitcoin and Ethereum, and commodities including gold, silver, and oil, all while providing real-time pricing on a single dashboard. Investors can set price targets (T1, T2) and stop-loss orders for each investment, allowing for comprehensive tracking of overall profit and loss, individual performance, and dividend earnings. You’ll receive timely price alerts through email, Telegram, or WhatsApp as soon as your specified targets are reached, ensuring you stay informed. There’s no software installation required as it seamlessly operates on any device. You can start with a free three-day trial, after which the Starter plan is available for $9 per month, while the Pro version costs $19 per month, along with an option for a Lifetime plan that offers long-term value. This makes PortfolioTrackr a flexible choice for investors seeking a hassle-free way to manage their portfolios.

Description

Stock Portfolio Tracker is a cutting-edge platform designed specifically for long-term investors who value both precision and transparency in their financial management. Boasting an extensive database with over 30 years of historical data, it enables users to monitor a diverse array of assets, including stocks, ETFs, foreign exchange, cryptocurrencies, bonds, and mutual funds, spread across 85 different exchanges and encompassing more than 250,000 holdings. The platform offers sophisticated analytics and ensures effortless synchronization of corporate actions such as dividends and stock splits, thereby providing users with reliable insights. Employing an advanced Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker accurately assesses investment performance, capturing the true effects of cash flows over time. Additionally, the platform equips investors with robust tools for performance assessment and portfolio enhancement, allowing them to gain deeper insights into their financial outcomes and maintain a clearer view of their investment portfolios. Ultimately, Stock Portfolio Tracker is an essential resource for anyone looking to optimize their investment strategies and achieve their financial goals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Stripe
Telegram
Twilio
WhatsApp

Integrations

Stripe
Telegram
Twilio
WhatsApp

Pricing Details

$9/month
Free Trial
Free Version

Pricing Details

$4.99 per month (annually)
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

PortfolioTrackr

Founded

2024

Country

United Arab Emirates

Website

portfoliotrackr.com

Vendor Details

Company Name

Stock Portfolio Tracker

Founded

2022

Country

United Kingdom

Website

stockportfoliotracker.app/

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

Alternatives

Alternatives