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PortfolioAnalyzer

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FintechFinanceAnalyticsSaaSInvestment TrackingPortfolio Management
About PortfolioAnalyzer

PortfolioAnalyzer is a powerful web application designed to help investors track and optimize their investment portfolios with ease. By securely connecting brokerage accounts through SnapTrade integration, it supports all major brokerages including Schwab, Fidelity, and TD Ameritrade. The platform provides detailed portfolio analytics such as asset allocation, gains and losses, and personalized insights tailored to each user's holdings. Users receive twice-daily email reports featuring comprehensive market summaries, portfolio performance updates, and notifications about major upcoming IPOs. Additionally, PortfolioAnalyzer allows users to schedule trades in advance, making portfolio management proactive and efficient. Its intuitive interface and robust analytics empower investors to make informed decisions, stay updated on market trends, and maximize their investment returns.

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Product Details

Category

Fintech

Tags

FinanceAnalyticsSaaSInvestment TrackingPortfolio Management
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