Portfolio Trader is an advanced stock portfolio management software developed for investors who want to optimize and streamline their investment tracking. The platform provides a comprehensive view of asset performance, including stocks, ETFs, bonds, and other financial instruments. With realtime data updates, Portfolio Trader enables users to monitor market trends and track portfolio growth or decline. It also includes powerful analytical tools, such as backtesting and scenario analysis, allowing users to test investment strategies and make more informed decisions. Portfolio Trader’s portfolio management features include asset allocation analysis, risk assessment, and rebalancing tools. Users can set alerts for price changes, dividends, or other key metrics to stay proactive about their investments. Ideal for both active traders and longterm investors, Portfolio Trader is a versatile solution for managing complex portfolios, enhancing decisionmaking, and achieving financial goals.
Purescope
United States
Proprietary
Client Management
