$199.99
All-in-one portfolio management tool with tax optimization, risk assessment, and performance benchmarking features.
Portfolio Tracker Premium is an advanced tool designed to simplify and enhance the way you manage your investments. This comprehensive solution eliminates the need for complex spreadsheets and disconnected applications by providing a single, powerful platform for monitoring, analyzing, and optimizing your entire investment portfolio.
Developed by a team of financial professionals and software engineers, Portfolio Tracker Premium combines sophisticated financial algorithms with an intuitive, user-friendly interface. The result is a tool that delivers professional-grade portfolio management capabilities without requiring an advanced degree in finance to operate.
With Portfolio Tracker Premium, you can seamlessly import and track investments across multiple accounts and asset classes, including stocks, bonds, ETFs, mutual funds, cryptocurrencies, and more. The platform automatically updates with real-time market data, calculates your true performance (including dividends and capital gains), and provides detailed analytics on risk, diversification, and asset allocation.
One of the standout features of Portfolio Tracker Premium is its tax optimization toolset. The platform intelligently identifies tax-saving opportunities such as tax-loss harvesting, suggests optimal account placement for different assets, and helps you minimize the tax impact of rebalancing and withdrawals.
Your Portfolio Tracker Premium subscription includes access to both our web application and mobile apps (iOS and Android), ensuring you can monitor and manage your investments from anywhere. The subscription also includes all updates and new features released during your subscription period, along with priority technical support from our team of investment experts.
Track all your investments in one place across multiple accounts, brokerages, and asset classes with automatic data synchronization.
Measure your true performance with time-weighted and money-weighted returns, benchmark comparisons, and attribution analysis.
Minimize your tax burden with tax-loss harvesting opportunities, optimal asset location suggestions, and capital gains planning.
Analyze portfolio risk with volatility metrics, downside risk calculations, correlation analysis, and stress testing against historical scenarios.
Visualize your current allocation, compare to target allocations, and receive specific rebalancing recommendations.
Generate professional-quality reports with the metrics that matter to you, perfect for personal review or sharing with advisors.
Monitor all income generated by your portfolio with detailed dividend tracking, projected income, and reinvestment analysis.
Access your portfolio data from anywhere with our web application and mobile apps for iOS and Android.
Rest easy knowing your data is protected with AES-256 encryption, two-factor authentication, and regular security audits.
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| Data Integration |
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| Asset Coverage |
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| Data Update Frequency | Real-time or 15-minute delayed (depending on data source) |
| Export Formats | PDF, CSV, Excel, Google Sheets integration |
| User Accounts | 1 primary account with up to 3 additional user accounts |
| Portfolio Capacity | Unlimited portfolios and securities |
| Historical Data | Full transaction history and performance data storage |
| Security | AES-256 encryption, two-factor authentication, read-only data connections |
| Support | Email, live chat, and phone support with priority queue for Premium users |
After trying multiple portfolio trackers over the years, I can confidently say Portfolio Tracker Premium is in a league of its own. The tax optimization features alone have saved me thousands, more than paying for the subscription. The interface is intuitive, and having all my accounts in one place with automatic updates has saved me countless hours of manual tracking. The mobile app is excellent too - I check my portfolio performance daily now.
As a CPA who manages investments for family members, Portfolio Tracker Premium has been a game-changer for my workflow. The reporting functionality is exceptional - I can generate custom reports for each family member that show exactly what they need to see. The tax optimization suggestions are sophisticated and actionable. Customer support has been responsive the few times I've needed assistance. Highly recommended for anyone serious about their investments.
The core tracking and analysis features are excellent, and the interface is clean and intuitive. I especially appreciate the risk assessment tools that help me understand my portfolio's vulnerabilities. However, I've had some issues with certain international securities not being recognized correctly, and the cryptocurrency tracking could be more comprehensive. Customer service was helpful but it took a few days to resolve my issues. Still a good product that I'd recommend with some caveats.
