Overview

About Portfolio Trader

Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone and iPad, providing in depth analyis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options.

At a glance

Software information

Industries served, licensing and the support Portfolio Trader provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

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Capabilities

Portfolio Trader features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Data Warehousing
Multi-Currency Support
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Technical Analysis
Watchlists

Plans

Portfolio Trader pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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