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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

The Trade Brains Portal serves as an extensive resource for stock research and analysis, equipping investors with various tools to enhance their decision-making capabilities. Among its features, the Portfolio Analysis tool delivers valuable insights into the performance of owned assets, the dividends received, and access to comprehensive research reports, which help users effectively track and assess their investment portfolios. Additionally, the AI Stock Analysis Tool offers a collection of pre-made prompts that assist investors in conducting thorough fundamental evaluations of individual stocks. Users can also perform Portfolio Backtesting by utilizing a variety of metrics such as CAGR, annual returns, monthly returns, and overall portfolio growth, which aids in retrospective analysis and the refinement of investment strategies. Furthermore, the Stock Screener feature allows investors to filter and narrow down stock options based on tailored criteria, making the stock selection process more efficient and targeted. This suite of tools collectively empowers investors to make more informed and strategic financial decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4.99 per month (annually)
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Stock Portfolio Tracker

Founded

2022

Country

United Kingdom

Website

stockportfoliotracker.app/

Vendor Details

Company Name

Trade Brains

Founded

2018

Country

India

Website

portal.tradebrains.in/

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

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