Trade Portfolio Manager
Curated by SignalWealth data aggregation platform for tracking stock and options trades.
Overview
Trade Portfolio Manager is a wealth data aggregation platform that assists individuals in tracking and managing their stock and options trades. It consolidates data from various brokers, allowing users to view their financial activities, including stock, options, and cash transactions. The platform includes features such as risk profiling for options, customizable performance charts, and alerts for trade situations. It aims to address challenges in trade management by offering tools for performance monitoring, report generation, and strategic decision-making. This service is targeted at individual traders looking to improve their trading strategies and outcomes.
Key facts
- Founded
- 2010
- Headquarters
- Williamsville, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 11 products and services
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Contact
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- Phone
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