Portfolio Trader
Designed for both professional traders and casual investors, this app offers robust tools for managing stock portfolios. Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss analysis, real-time market updates, and dedicated charts for each investment, all accessible on iPhone, iPad, and Apple Watch.
Top Portfolio Trader Alternatives
Fund Manager
Fund Manager is a robust portfolio management software that provides users with insightful reports and graphical representations of their investments.
MyStockPortfolio
Designed for stockpickers, this online platform provides robust tools for portfolio management, dividend research, and REIT analysis.
Clear Street Studio
Modernizing the brokerage ecosystem, Clear Street Studio offers an API-first platform designed for active traders, hedge funds, and asset managers.
Toggle
Reflexivity, formerly known as Toggle AI, revolutionizes investment analysis with its Toggle Terminal, allowing users to effortlessly pose questions in natural language.
Kavout
An innovative AI investing platform, Kavout offers tools like the AI Stock Picker, InvestGPT, and Kai Score to help investors identify high-potential stocks and cryptocurrencies.
HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios.
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
Private Wealth Systems
By seamlessly aggregating data from over 400 sources globally, it ensures data integrity and reporting...
Morningstar Office Cloud
It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment...
Co-Pilot
It seamlessly integrates portfolio and order management, featuring advanced order routing and a robust API...
Solvas|Portfolio
Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities...
PortfolioShop
With a robust valuation engine, daily reconciliation, and extensive reporting capabilities, it transforms transactional data...
EquityStat
Users can effortlessly analyze individual investments and overall portfolio performance, including annualized returns and dividend...
NetWorth Advising Platform
By integrating advanced asset management and reporting features, it empowers financial advisors to efficiently navigate...
Tamarac
Its features include a client portal, interactive reporting, customizable PDFs, and budgeting tools...
Top Portfolio Trader Features
- Multi-currency portfolio support
- Real-time price updates
- Customizable profit & loss views
- Apple Watch integration
- Full-screen instrument charts
- Portfolio import/export capabilities
- Detailed shareholding analysis
- Historical performance tracking
- Alerts for price changes
- User-friendly interface design
- Multi-portfolio management
- In-depth investment insights
- Charting tools for analysis
- Secure data storage options
- Performance comparison features
- Integration with news feeds
- Customizable notifications and alerts
- Tax and dividend tracking
- Technical analysis tools
- Cross-device synchronization.
Top Portfolio Trader Alternatives
- Fund Manager
- MyStockPortfolio
- Clear Street Studio
- Toggle
- Kavout
- HiddenLevers
- Benzinga Pro
- Private Wealth Systems
- Morningstar Office Cloud
- Co-Pilot
- Solvas|Portfolio
- PortfolioShop
- EquityStat
- NetWorth Advising Platform
- Tamarac
