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What is The Rich?
Joining forces with other investors who have similar stock preferences increases the dependability of your investment choices. It’s beneficial to engage in discussions with verified shareholders to gain insightful perspectives on your investments! I can conveniently monitor all my investment holdings, which include everything from stocks to cryptocurrencies, alongside expected monthly dividends and a thorough asset analysis in a single, unified view. Utilize the backtesting engine provided by The Rich to experiment with historical data prior to allocating your funds. Moreover, with just one click, you can assess the backtesting outcomes of your portfolio in relation to the S&P 500 index, facilitating informed comparisons and strategic decision-making. This efficient method not only simplifies the investing process but also empowers you to make choices based on solid data, ultimately leading to more successful investment outcomes. In today's fast-paced market, leveraging technology can significantly elevate your 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.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Free
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
TheRich Billionaires
Company Website
www.therich.io
Company Facts
Organization Name
Purescope
Company Website
www.iportfoliotrader.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