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Ratings and Reviews 0 Ratings
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The Stock Portfolio Tracker is an innovative platform tailored for long-term investors who prioritize accuracy and clarity in managing their finances. With a comprehensive database that spans over three decades of historical data, it allows users to track a wide variety of assets, such as stocks, ETFs, foreign currencies, cryptocurrencies, bonds, and mutual funds, across 85 exchanges and covering upwards of 250,000 holdings. The platform features advanced analytics and guarantees seamless integration of corporate actions like dividends and stock splits, thus providing users with dependable insights. Utilizing a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker effectively evaluates investment performance by reflecting the actual impact of cash flows over time. Moreover, it provides investors with powerful tools for assessing performance and enhancing their portfolios, leading to a more profound understanding of their financial results and a clearer perspective on their investments. In a world where investment strategies are constantly evolving, Stock Portfolio Tracker stands out as an invaluable asset for individuals aiming to refine their approach and reach their financial aspirations. This dedication to empowering investors makes the platform an indispensable tool in today’s dynamic financial landscape.
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Media
No images available
Integrations Supported
API Availability
API Availability
Pricing Information
$4.99 per month (annually)
Free Version
Free Trial Offered?
Pricing Information
$10 per user per month
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Supported Platforms
Windows
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Stock Portfolio Tracker
Date Founded
2022
Company Location
United Kingdom
Company Website
stockportfoliotracker.app/
Company Facts
Organization Name
Coderun Technologies
Date Founded
2015
Company Location
United Kingdom
Company Website
www.excelpricefeed.com
Categories and Features
Stock Portfolio Management
Not specified
Categories and Features
Spreadsheet
Not specified
Stock Portfolio Management
For Investment Advisors
For Traders
Risk Management
Technical Analysis