Portfolio Tracker
The Portfolio Tracker is an automated investment management platform tailored for Indian investors, allowing seamless tracking of diverse asset classes, including equities, mutual funds, and real estate. Users can effortlessly consolidate their investments, receive insightful reports, set custom alerts, and monitor stock movements, all from a single, accessible interface.
Top Portfolio Tracker Alternatives
StockwarePro
StockwarePro offers the innovative Flatline Indicator, a pioneering tool that delivers price-leading signals paired with trailing stop losses and target levels.
Alpha builder
Designed for informed investors, Alpha Builder leverages cutting-edge AI and quantitative research to deliver fresh, unbiased insights across various financial instruments, including stocks, ETFs, and bonds.
PHI 1
PHI 1 revolutionizes trading by automating mundane tasks, allowing traders to focus on market opportunities.
MProfit Advisor
MProfit Advisor enables investors to effortlessly consolidate and manage diverse asset classes—stocks, mutual funds, bonds, and more—from over 700 brokers.
HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios.
tick Trading Software
The tick Trading Software enhances the TradeBase MX platform, offering seamless connectivity to global stock exchanges.
Stockalyze
Users appreciate its intuitive interface for creating high-quality stock charts, performing backtests, and defining entry/exit...
Write Up
With secure cloud storage, real-time exchange rates, and a user-friendly interface, it simplifies investment management...
Toggle
This innovative platform combines advanced analytics with an intuitive interface, enabling users to explore thousands...
DSER
Leveraging AI-driven, scalable solutions, it enhances efficiency and decision-making, ensuring optimal outcomes...
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
Private Wealth Systems
By seamlessly aggregating data from over 400 sources globally, it ensures data integrity and reporting...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
Bourse Analyser
Following the decommissioning of the Bourse Platform on 24th August, users are encouraged to transition...
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
Top Portfolio Tracker Features
- Automated investment consolidation
- Multi-asset class management
- Customizable watch lists
- Real-time performance tracking
- Intelligent analytics reports
- Alerts for price movements
- Accessible across all devices
- Comprehensive transaction reports
- Annualized return calculations
- Risk profiling comparisons
- Data export options
- Tax filing support
- Multi-device accessibility
- User-friendly interface
- Portfolio performance visualizations
- Integration with financial advisors
- Historical investment tracking
- Currency performance reporting
- Customizable alerts settings
- Comprehensive asset categorization
