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What is Stock Profit?

Google Sheets™ serves as a no-cost substitute for Sharesight, providing users with a reliable tool for calculating capital gains and losses. It is compliant with ATO regulations and supports any combination of buying and selling across different brokers. The platform accommodates AMIT cost base adjustments for deferred taxes and offers methodologies such as FIFO and LIFO for trade management. Users can analyze their trades by the highest profit or the biggest loss, with CGD trades organized by profit or loss in ascending order. Additionally, non-CGD trades can also be sorted by their respective profit or loss, offering a comprehensive view of investment performance. This flexibility makes Google Sheets™ an invaluable resource for tracking and optimizing investment strategies.

What is Portfolio Trader?

The Portfolio Trader app is a sophisticated tool designed for monitoring stock portfolios on both iPhone and iPad, providing in-depth analysis of equity investments and other assets. It functions as a powerful portfolio management solution and a stock tracking platform, enabling users to evaluate and oversee multiple portfolios in various currencies, complete with different perspectives on Profit & Loss and numerous charting capabilities. This application caters to both experienced traders and casual investors who are looking for effective ways to manage their stock trading and portfolio performance. Users can enjoy individual charts for each asset, which are viewable in full-screen mode and can be analyzed over multiple timeframes. It supports holdings in various currencies within a single portfolio and ensures quick currency conversions and aggregate totals are available at a glance. Moreover, the app automatically updates prices and pulls data from major stock exchanges to reflect current market conditions. Its capability to import and export portfolios from text files further enhances user experience, allowing for easier management of extensive investment sets. This makes Portfolio Trader an essential tool for anyone serious about optimizing their investment strategy.

Media

Media

Integrations Supported

Google Sheets

Integrations Supported

API Availability

API Availability

Pricing Information

$0
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Stock Profit

Date Founded

2022

Company Location

Australia

Company Website

stockprofit.au

Company Facts

Organization Name

Purescope

Company Website

www.iportfoliotrader.com

Categories and Features

Categories and Features

Stock Portfolio Management

For Investment Advisors
For Traders

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