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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A comprehensive crypto management system includes pie charts for asset allocation and historical performance graphs. It offers detailed evaluations of portfolio performance along with daily, weekly, and monthly profit and loss reports for each token and the overall portfolio. The system enables periodic portfolio rebalancing through advanced AI and deep learning techniques. Users can seamlessly convert tokens across multiple decentralized exchanges and manage their funds on various centralized platforms with ease. Features like trailing stop-loss orders and conditional trailing stop-loss orders are included, along with options for multiple standby orders. Additionally, the system supports DSL for programmable ordering. Users receive news alerts and notifications for sudden price movements related to selected tokens or their entire portfolio. The platform also provides recommended ICOs with regular updates and reminders for key timelines, while allowing participation in both private and public sales. An open API is available for third-party integrations, enabling functionalities such as prominent news curation, market sentiment analysis, and AI-driven trading recommendations for entry and exit strategies. This all-encompassing approach ensures that users are well-equipped to navigate the dynamic crypto landscape effectively.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cointelli Yes 
Koinly Yes 
Mesh Yes 
Morpho Yes 

Integrations

Cointelli No 
Koinly No 
Mesh No 
Morpho 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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
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

Midas Protocol

Founded

2018

Website

midasprotocol.io

Vendor Details

Company Name

Purescope

Website

www.iportfoliotrader.com

Product Features

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 

Alternatives

Alternatives