Portfolio Pro Overview

Portfolio Pro is an intuitive stock portfolio management software that helps investors and financial professionals manage their investments efficiently. The platform allows users to track the performance of their stock portfolios, analyze market trends, and make informed investment decisions. With real-time data updates and detailed analytics, Portfolio Pro offers insights into individual stock performance, overall portfolio diversification, and potential risks. The software includes tools for setting investment goals, tracking returns, and assessing the performance of various assets. Users can create personalized investment strategies, monitor portfolio allocations, and receive alerts about market changes or stock performance. Additionally, Portfolio Pro integrates with financial institutions, making it easier to import and synchronize transaction data. With its user-friendly interface and comprehensive reporting features, Portfolio Pro is a powerful tool for individuals and professionals looking to optimize their stock investments and maximize returns.

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Contact Details

  • Vendor Name Global Predictions
  • Founded
  • Location United States

Support

    NA


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

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Portfolio Pro 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

Portfolio Pro Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Portfolio Pro FAQs

Portfolio Pro is an intuitive stock portfolio management software that helps investors and financial professionals manage their investments efficiently. The platform allows users to track the performance of their stock portfolios, analyze market trends, and make informed investment decisions. With real-time data updates and detailed analytics, Portfolio Pro offers insights into individual stock performance, overall portfolio diversification, and potential risks. The software includes tools for setting investment goals, tracking returns, and assessing the performance of various assets. Users can create personalized investment strategies, monitor portfolio allocations, and receive alerts about market changes or stock performance. Additionally, Portfolio Pro integrates with financial institutions, making it easier to import and synchronize transaction data. With its user-friendly interface and comprehensive reporting features, Portfolio Pro is a powerful tool for individuals and professionals looking to optimize their stock investments and maximize returns.

  • No, Portfolio Pro does not offer a free version.

  • Yes, Portfolio Pro offers a free trial.

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

  • No, Portfolio Pro does not offer an API.

  • Portfolio Pro supports the following languages:
    • English

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

  • Portfolio Pro supports the following deployment:
    • Cloud Hosted

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