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What is Portfolio Trader?

The Portfolio Trader app is a sophisticated tool designed for monitoring stock portfolios on both iPhone and iPad, providing in-depth analysis of equity investments and other assets. It functions as a powerful portfolio management solution and a stock tracking platform, enabling users to evaluate and oversee multiple portfolios in various currencies, complete with different perspectives on Profit & Loss and numerous charting capabilities. This application caters to both experienced traders and casual investors who are looking for effective ways to manage their stock trading and portfolio performance. Users can enjoy individual charts for each asset, which are viewable in full-screen mode and can be analyzed over multiple timeframes. It supports holdings in various currencies within a single portfolio and ensures quick currency conversions and aggregate totals are available at a glance. Moreover, the app automatically updates prices and pulls data from major stock exchanges to reflect current market conditions. Its capability to import and export portfolios from text files further enhances user experience, allowing for easier management of extensive investment sets. This makes Portfolio Trader an essential tool for anyone serious about optimizing their investment strategy.

What is Happily Trade Exim?

Access extensive global trade data for imports and exports through a user-friendly online platform that offers in-depth analysis of trade reports. Our carefully curated and validated data is provided in Excel format, aiding businesses in understanding market dynamics and pinpointing trending products. The platform also supports competitor analysis by delivering insights into export statistics and strategies, enabling companies to better comprehend consumer demands. With features that improve resource efficiency, it offers crucial information on the global pricing of raw materials. Moreover, it maintains precise inventory tracking, analyzes tariffs and non-tariff barriers effectively, and enables accurate forecasts for strategic planning. By leveraging our data, users can easily identify ideal trading partners, monitor competitors closely, uncover potential sales opportunities, assess market sizes, determine optimal pricing for products, reduce investment risks, and tap into other essential insights needed for maintaining a competitive advantage. Consequently, our platform proves to be an essential asset for any business seeking success in the international trade landscape, providing tools that help navigate the complexities of global commerce.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$800 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Purescope

Company Website

www.iportfoliotrader.com

Company Facts

Organization Name

Happily Trade Exim

Date Founded

2015

Company Location

India

Company Website

www.happilytrade.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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