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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 PORTAX After-Tax Portfolio Analysis?

Enhancing after-tax portfolios and asset allocation requires a thorough examination of investment tactics over various time frames, concentrating on factors such as asset weight, market value, cost basis, cash flows, management fees, turnover rates, taxes, and after-tax returns for every single asset. This in-depth evaluation can include as many as 100 different assets analyzed across 120 unique periods, with assessment intervals ranging from daily to yearly. Moreover, the framework is designed to facilitate the creation of sub-portfolios that accommodate different tax scenarios and ownership structures. By integrating international asset class return series, one can significantly improve the inputs for forecasting models, while Monte Carlo simulations provide a means to evaluate constructed portfolios under a range of market conditions. Additionally, the "What If" portfolio feature empowers users to create and assess personalized investment strategies aligned with specific objectives. The model also supports various international currencies and tax rates, offering a comprehensive view of asset allocation on a global scale. To effectively respond to economic cycles and fluctuations, the methodology incorporates time-varying asset returns and standard deviations, ensuring that strategies adapt to dynamic market conditions. Ultimately, this meticulous process results in detailed client reporting that is customized to fulfill the unique requirements of each private client, enhancing their overall investment experience. This level of tailored analysis not only helps in optimizing returns but also ensures a more strategic approach to managing taxes and investments.

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

$49 per user per month
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

PortaxSoftware

Date Founded

1994

Company Location

United States

Company Website

www.portaxsoftware.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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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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