Portfolio Tracker Overview

Portfolio Tracker is a powerful stock portfolio management software that helps investors monitor and manage their investments with ease. With an intuitive interface, users can track the performance of their assets in real-time, analyze market trends, and make informed decisions. The software allows for easy categorization of investments, providing comprehensive insights into portfolio diversification and risk exposure. Portfolio Tracker also offers customizable alerts, ensuring users stay informed about market movements and significant changes in their holdings. Additionally, its reporting features generate detailed summaries and performance metrics, helping investors evaluate their strategies effectively. Whether for individual investors or financial advisors, Portfolio Tracker streamlines the investment management process, enabling users to maximize their returns.

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Contact Details

  • Vendor Name Dion Global Solutions
  • Founded 1994
  • Location India

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Financial Services, Investment Management

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Portfolio Tracker 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 Tracker Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Portfolio Tracker FAQs

Portfolio Tracker is a powerful stock portfolio management software that helps investors monitor and manage their investments with ease. With an intuitive interface, users can track the performance of their assets in real-time, analyze market trends, and make informed decisions. The software allows for easy categorization of investments, providing comprehensive insights into portfolio diversification and risk exposure. Portfolio Tracker also offers customizable alerts, ensuring users stay informed about market movements and significant changes in their holdings. Additionally, its reporting features generate detailed summaries and performance metrics, helping investors evaluate their strategies effectively. Whether for individual investors or financial advisors, Portfolio Tracker streamlines the investment management process, enabling users to maximize their returns.

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

  • Yes, Portfolio Tracker offers a free trial.

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

  • No, Portfolio Tracker does not offer an API.

  • Portfolio Tracker supports the following languages:
    • English

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