Average Ratings 1 Rating
Average Ratings 0 Ratings
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
An attractive and cutting-edge platform is designed for both mobile and web accessibility. Users can assess portfolios prior to their release, beginning with a performance review spanning five years. Each portfolio can be customized with its own risk level, title, and description, in addition to including a personalized disclaimer. To assist customers in selecting a portfolio that aligns with their risk tolerance, a questionnaire page is available. Users are encouraged to incorporate assets from U.S. exchanges into their portfolios. Performance analysis across various time frames is facilitated, and portfolios can be set to "visible" once evaluations are complete. Make sure to share your TRobo site link with potential clients. Additionally, consider embedding a preview portfolios widget on your website to entice prospective customers to explore your TRobo site further, enhancing engagement and interest.
API Access
Has API
API Access
Has API
Integrations
Stripe
Telegram
Twilio
WhatsApp
Pricing Details
$9/month
Free Trial
Free Version
Pricing Details
$79 per month
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
Tradency
Founded
2005
Country
United States
Website
www.tradency.com/trobo
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