PHI 1 Overview

PHI 1 is a powerful stock portfolio management software that helps investors track, analyze, and optimize their investments in the stock market. The platform provides real-time data on stock performance, allowing users to make informed decisions and maximize returns. PHI 1 offers a range of tools, including portfolio tracking, performance analysis, and risk management, to help users manage their investment portfolios effectively. It supports a variety of asset types, such as stocks, bonds, ETFs, and mutual funds, and allows users to monitor their holdings across multiple accounts and exchanges. The software also includes advanced analytics features that help users assess the performance of individual stocks and entire portfolios based on factors like return on investment (ROI), volatility, and correlation. With PHI 1, investors can set alerts for significant market events, such as price changes or news releases, ensuring they never miss an opportunity. The platform’s clean interface and comprehensive reporting tools make it easy to track performance, adjust strategies, and ensure that portfolios stay on track.

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PHI 1 Screenshot & Video

Contact Details

  • Vendor Name PHI Technologies
  • Founded 2020
  • Location India

Support

    NA


Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

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

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PHI 1 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

PHI 1 Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$9.22 Per Month

PHI 1 FAQs

PHI 1 is a powerful stock portfolio management software that helps investors track, analyze, and optimize their investments in the stock market. The platform provides real-time data on stock performance, allowing users to make informed decisions and maximize returns. PHI 1 offers a range of tools, including portfolio tracking, performance analysis, and risk management, to help users manage their investment portfolios effectively. It supports a variety of asset types, such as stocks, bonds, ETFs, and mutual funds, and allows users to monitor their holdings across multiple accounts and exchanges. The software also includes advanced analytics features that help users assess the performance of individual stocks and entire portfolios based on factors like return on investment (ROI), volatility, and correlation. With PHI 1, investors can set alerts for significant market events, such as price changes or news releases, ensuring they never miss an opportunity. The platform’s clean interface and comprehensive reporting tools make it easy to track performance, adjust strategies, and ensure that portfolios stay on track.

  • Yes, PHI 1 offers a free version.

  • Yes, PHI 1 offers a free trial.

  • No, Credit Card details are not required for the PHI 1 trial.

  • PHI 1 offers the following pricing plans & packages:

    Basic

    $9.22 Per Month

  • PHI 1 supports the following payment frequencies:

    • Monthly Subscription

  • No, PHI 1 does not offer an API.

  • PHI 1 offers training with the following options:
    • In-person , Webinar , Documentation

  • PHI 1 supports the following languages:
    • English

  • Following are the typical users of the PHI 1:
    • Self-Employed , Small-Business , Midsize-Business

  • PHI 1 supports the following deployment:
    • Cloud Hosted

  • PHI 1 supports the following devices and operating systems:
    • Web-Based