TRobo Description
An attractive and cutting-edge platform is designed for both mobile and web accessibility. Users can assess portfolios prior to their release, beginning with a performance review spanning five years. Each portfolio can be customized with its own risk level, title, and description, in addition to including a personalized disclaimer. To assist customers in selecting a portfolio that aligns with their risk tolerance, a questionnaire page is available. Users are encouraged to incorporate assets from U.S. exchanges into their portfolios. Performance analysis across various time frames is facilitated, and portfolios can be set to "visible" once evaluations are complete. Make sure to share your TRobo site link with potential clients. Additionally, consider embedding a preview portfolios widget on your website to entice prospective customers to explore your TRobo site further, enhancing engagement and interest.
TRobo Alternatives
TradingView Stock Widgets
As fast as it takes to make a cup of coffee, grab powerful charts and add real-time financial information to your website. Simply copy and paste our iFrame codes, and you're good to go. Our display ratings make it easy to see the technical analysis of a symbol. This widget is ideal for macro-level analysis of the markets. This widget is especially useful on homepages. The widget displays the top five most active stocks, as well as the losing and winning stocks. It updates based upon current market activity so you always see the most relevant stocks. Keep an eye out for announcements and important economic events. You can also set up filters in just a few clicks. Our scrolling ticker tape allows you to go vintage Wall Street. This stock exchange-style ticker can be embedded in just a few clicks. You don't need a power suit or expensive watch.
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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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MarketRisk
How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.
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StockMarketEye
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
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Pricing
Pricing Starts At:
$79 per month
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Tradency
Year Founded:
2005
Headquarters:
United States
Website:
www.tradency.com/trobo
Media
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Product Details
Platforms
Web-Based
Customer Support
Online Support
TRobo Features and Options
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