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What is Stock Portfolio Tracker?

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.

What is Fund Manager?

Fund Manager is a powerful software tool specifically crafted for efficient portfolio management. It comes in various editions designed for different types of users, including personal investors, professional traders, and investment advisors, each with tailored features to suit their needs. Users can view various screenshots that display a wide range of graphs and reports illustrating the software's capabilities. To get started with Fund Manager, you can visit the download page and try out a fully functional trial version to see how it meets your investment needs. Comprehensive tutorials are available, including a quick-start guide aimed at helping new users efficiently navigate the software's features. After evaluating its offerings, you have the option to purchase a licensed version for ongoing use. The software excels in maintaining a thorough transaction history for an unlimited number of investments and portfolios. You can keep track of a wide variety of assets, such as stocks, mutual funds, options, bonds, cash, and more. Furthermore, it allows users to monitor their investment activities, including purchases, redemptions, distributions, transfers, and intricate transactions such as splits, re-combinations, mergers, and spin-offs, supporting both long and short investment positions. This all-encompassing approach guarantees that users have the tools they need to manage every facet of their portfolios effectively while adapting to the evolving landscape of investment management.

Media

No images available

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

$129 per license
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

Stock Portfolio Tracker

Date Founded

2022

Company Location

United Kingdom

Company Website

stockportfoliotracker.app/

Company Facts

Organization Name

Beiley Software

Date Founded

1993

Company Location

United States

Company Website

www.fundmanagersoftware.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

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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