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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

Porfoli serves as an open-source platform for tracking investment portfolios, aimed solely at educational and informational use. It does not offer any financial, investment, or trading advice, and the information provided should not be interpreted as financial counsel. Users can efficiently manage their portfolios, engage in collaborations with friends and family, and analyze the investment approaches of others. The platform allows users to explore high-performing investment concepts, showcasing portfolios that are ranked in real-time as market conditions shift. By filtering options based on return timeframes and sectors, individuals can pinpoint strategies that align with their personal interests. Each public portfolio offers a comprehensive analysis of its holdings, performance metrics, due diligence efforts, and profit and loss events. Additionally, when users make portfolio adjustments, such as transactions or updates to due diligence, they can view expected holdings, demonstrating how those changes would affect their portfolio's composition. This feature enhances the user's understanding of potential outcomes and assists them in making informed decisions regarding their investments.

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 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 Yes 
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 Yes 
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 Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Portfoli

Country

United States

Website

porfoli.com

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

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