Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Achieving balance in your inventory is effortless with Exact's stock management software, which caters to a wide range of users from novice traders to seasoned international wholesalers managing numerous warehouses. With this innovative system, you gain immediate access to real-time stock levels, enabling seamless communication as orders are efficiently relayed to order pickers, and everything can be monitored conveniently through the app. Exact for Trade allows smooth integration with your online store or B2B platform, ensuring that your stock and pricing are always up to date. This efficiency translates into rapid and effective delivery of products to your customers. Additionally, the software harnesses AI to automatically process incoming invoices and provides timely updates on sales opportunities, keeping you informed even while on the go. By utilizing Exact's intelligent solutions, you can manage your business operations with confidence and flexibility, no matter where you are.
Description
Portfolio Trader is an advanced app designed to track stock portfolios on both iPhone and iPad, offering comprehensive insights into your equity holdings and additional investments. It serves as both a robust portfolio manager and a stock tracking tool, allowing users to monitor and assess multiple portfolios and positions in various currencies, complete with diverse views on Profit & Loss and an array of charting options. This app is ideal for both seasoned traders and casual investors seeking efficient stock trading and portfolio oversight. Users can benefit from individual charts for each asset, available in full-screen mode, which can be analyzed over different time frames. The app accommodates holdings in several currencies, even within a single portfolio, and provides instant currency conversions and aggregate totals. Additionally, it features automatic pricing updates along with data from major stock exchanges and market prices. The ability to import and export portfolios from text files enhances its functionality, making it easier for users to manage large sets of investments effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Declaree
Yes
Doxis
Yes
Elfsquad
Yes
Employes
Yes
Exact SRXP
Yes
Haslle
Yes
Humanwave
Yes
Magento
Yes
Nmbrs
Yes
Teamleader
Yes
Integrations
Declaree
No
Doxis
No
Elfsquad
No
Employes
No
Exact SRXP
No
Haslle
No
Humanwave
No
Magento
No
Nmbrs
No
Teamleader
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Exact
Country
Netherlands
Website
www.exact.com/benl/producten/handel
Vendor Details
Company Name
Purescope
Website
www.iportfoliotrader.com
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No