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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 Powder?

Swiftly craft proposals, integrate external resources, and gather insights regarding estates. By reducing mundane tasks by 95%, you'll free up substantial time to deliver exceptional service to your clients. Our AI agent comprehensively reads and evaluates documents with a level of accuracy akin to human capabilities, yet it operates at a much quicker pace. It systematically organizes portfolios by account type, entity, number, tax status, and asset classification. The generative AI-powered parser efficiently converts PDFs, images, faxes, and scans into structured, refined data that is primed for analysis. This technology can identify concentration risks within a portfolio and demonstrate how cutting costs can enhance long-term outcomes. You can customize a portfolio to meet long-term goals by developing a tailored strategy. With a vast database encompassing over 40,000 public and private securities, assets can be effectively classified. Furthermore, Powder's chatbot provides instant, smart assistance for a variety of tasks, thereby increasing productivity and improving access to vital information, all while allowing users to concentrate on strategic decision-making. By integrating such advanced tools into your workflow, you can elevate your service delivery to new heights.

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

$500 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

Powder

Company Location

United States

Company Website

www.powderfi.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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