Could a better Portfolio Manager make you a better investor or trader?
Today's Portfolio Managers are little more than glorified spreadsheets supported by a few simple equations. The better one may give you access to a stock chart, stock fundamentals, or real-time data - but few offer all the bells-and-whistles. If you are lucky the portfolio manager will superficially support different currencies; but this is unlikely to be true cross-currency support as you will find available with Zignals portfolio manager.
But the chief shortcoming with the vast majority (all?) of online portfolio managers is the lack of performance metrics; metrics which offer insights into your trading habits and style, strength and weaknesses. Key aspects which allow you to learn from your past successes (and failures) and help develop you as a better trader or investor.
Real Time Global Stock Coverage
Your positions can be viewed in real time, updated on command or defaulted to the most recent end-of-day pricing. There's no application to download or software to install and irrespective of how you view your data there is no charge to use the portfolio manager. We cover most of the major stock markets including US markets, LSE and Euronext stocks in addition to Ireland, Frankfurt, Mumbai and Australia; Canadian market data coming soon. We will look to add more as demand dictates; let us know if we're missing one you want.
Within your portfolio you can access the richest fundamental data by a simple click of an icon. Changes to any of the fundamentals on view for your stock or stocks can be tracked with our real-time SMS and email alerts. Read more
Latest stock fundamentals
But the
Portfolio Manager isn't just about tracking stocks - use it to follow your commodity (energy and precious metals) or FX trades too. Different asset classes can be tracked within a
single portfolio or
multiple portfolios as is your preference.
Multi Currency with embedded FX analysis
If you do ever trade outside your "home" currency, you already know how complex it can be to differentiate between currency fluctuations and stock price moves when tracking valuation changes. We have gone to considerable lengths to address this concern and ensure the underlying source for profits or losses of foreign-valued assets are plain and clear to see.
Transaction History
If you're reconciling with your broker(s) or compiling a tax return then you already know how important scrupulous and detailed transaction histories are. We've found other creative uses; with our system you can follow how profitable trading in individual stocks was, or how a particular trading period worked out.
TIP: To track profit/loss for a select group of stock(s) simply select the symbol(s) with CTRL+
Portfolio manager subtotal support
Performance Analysis
Our graphics dynamically convey information about sector, stock and forex concentrations; drawdown history and of course monthly and annual returns.
Track your stock portfolio performance
Follow your stock portfolio returns
Trading Insights and Alerts
Since 2000 the rationale for "buy and hold" has been questioned for stock market investing. In difficult markets everyone is forced to trade more actively to protect profits; using set targets to take gains or exiting at stops to protect capital. Through this process it is important to understand your trading style. Do you snatch at profits and run losses? What is your win/loss ratio? Do you overtrade?
Our Portfolio Manager makes your life easy for you by monitoring your trades, providing invaluable insight you can use to improve your trading skills. We also encourage trading discipline by tracking targets and stops on your open positions; we'll automatically alert you when these prices are hit. Read more
Stock alerts in portfolio manager