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What is Pro Stock Tracker?

Pro Stock Tracker is a sophisticated investment portfolio management tool designed for long-term investors who prioritize accuracy and comprehensive data analysis. Covering over 250,000 securities across 80+ global exchanges, the platform tracks a wide range of assets including stocks, ETFs, crypto, forex, and bonds. With its Money-Weighted Rate of Return (MWRR) calculations, Pro Stock Tracker offers a true representation of portfolio performance, factoring in dividends, corporate actions, and brokerage fees. Investors can automate their portfolio updates with dividend and corporate action tracking, and gain access to in-depth reports on sector diversification, risk analysis, and market trends. The platform also supports multi-currency reporting, enabling investors to manage portfolios in different currencies. With advanced filtering tools and easy-to-understand visual dashboards, Pro Stock Tracker simplifies the investment tracking process while providing key insights to help investors make smarter, data-driven decisions over the long term.

What is Dion Portfolio Tracker?

Overseeing the performance of various investments while keeping everything organized for easy access can be a challenging and lengthy endeavor. Dion’s Portfolio Tracker presents an innovative approach that streamlines the management of investments across a variety of asset classes via a straightforward online platform. At present, many investors and financial advisors in India utilize Dion’s tools for Portfolio Tracking and Reporting to effectively manage and evaluate their assets in sectors such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically aggregates all investments, enabling both investors and their relationship managers to seamlessly track investment performance with just a few clicks, available on any device from virtually anywhere at any time. Additionally, it delivers valuable, detailed reports that include transaction summaries organized by date, year, or industry, alongside annualized returns, significantly enhancing the user experience in investment management. This holistic strategy not only conserves valuable time but also equips investors with the necessary tools to make well-informed decisions about their financial futures. By simplifying the tracking process, Dion’s Portfolio Tracker fosters a more proactive approach to managing investments.

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$4.99 per month (annually)
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Pro Stock Tracker

Date Founded

2022

Company Location

United Kingdom

Company Website

prostocktracker.com

Company Facts

Organization Name

Dion Global Solutions

Date Founded

1994

Company Location

India

Company Website

www.dionglobal.com/portfolio-tracker.html

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

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

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