Co-Pilot is a powerful stock portfolio management software designed to help individual investors and financial professionals track, manage, and optimize their stock portfolios. With real-time market data integration, Co-Pilot provides users with the ability to monitor their investments across multiple asset classes, including stocks, bonds, and ETFs, all in one platform. The software offers advanced tools for portfolio diversification, risk management, and performance analysis, helping users make informed decisions based on their financial goals and market conditions. Co-Pilot’s intuitive dashboard provides a comprehensive overview of portfolio performance, with detailed charts and reports on key metrics such as returns, volatility, and asset allocation. For added convenience, the software also includes automated tax reporting and performance benchmarking, ensuring that users have everything they need to stay compliant and optimize returns. Co-Pilot is ideal for both beginners and experienced investors looking for a comprehensive solution to manage their stock portfolios effectively.
FIX Flyer
United States
Proprietary
Client Management
