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ChartBolt Overview

ChartBolt is a stock portfolio management software designed to help investors and traders manage their stock investments efficiently. The platform offers tools for tracking portfolio performance, analyzing market trends, and monitoring individual stocks. ChartBolt integrates real-time data feeds, providing users with up-to-date stock prices and market insights. The software also includes features for performance analytics, risk assessment, and asset allocation, allowing users to make informed decisions and optimize their portfolios. Ideal for individual investors, financial advisors, and portfolio managers, ChartBolt helps users manage and grow their investments by providing comprehensive tools for stock tracking and portfolio management.

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Contact Details

  • Vendor Name ChartBolt
  • Founded
  • Location United States

Support

  • Email Email

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Advertising & Marketing, Automotive, Banking, Computer & Network Security, Education Management, Financial Services, Information Technology & Services

ChartBolt Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

ChartBolt Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$39.99 Per User

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ChartBolt FAQs

ChartBolt is a stock portfolio management software designed to help investors and traders manage their stock investments efficiently. The platform offers tools for tracking portfolio performance, analyzing market trends, and monitoring individual stocks. ChartBolt integrates real-time data feeds, providing users with up-to-date stock prices and market insights. The software also includes features for performance analytics, risk assessment, and asset allocation, allowing users to make informed decisions and optimize their portfolios. Ideal for individual investors, financial advisors, and portfolio managers, ChartBolt helps users manage and grow their investments by providing comprehensive tools for stock tracking and portfolio management.

  • No, ChartBolt does not offer a free version.

  • Yes, ChartBolt offers a free trial.

  • No, Credit Card details are not required for the ChartBolt trial.

  • ChartBolt offers the following pricing plans & packages:

    Basic

    $39.99 Per User

  • ChartBolt supports the following payment frequencies:

    • Monthly Subscription

  • No, ChartBolt does not offer an API.

  • ChartBolt offers support with the following options:
    • Email

  • ChartBolt supports the following languages:
    • English

  • Following are the typical users of the ChartBolt:
    • Self-Employed , Small-Business , Midsize-Business

  • ChartBolt supports the following deployment:
    • Cloud Hosted

  • ChartBolt supports the following devices and operating systems:
    • Web-Based