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Description
The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth.
Description
Professionals globally have the opportunity to provide feedback on your creations, while job seekers can discover you during their searches. You can effortlessly upload your projects from either your computer or mobile device. Select a template, color scheme, and font that suit your style—it's that easy. Crafting your portfolio website should be as enjoyable as the work you showcase. With Portfoliolounge, creating your portfolio has never been simpler. Just upload your projects, and you'll be prepared to present your new portfolio site to a global audience. Portfoliolounge offers a variety of customization options for your portfolio website. With just a few clicks, you can adjust your portfolio's fonts, colors, logos, and much more. Design your portfolio website to reflect your individuality. There's no need to possess web development or design skills to build your portfolio. We have crafted our portfolio-building process to be exceptionally intuitive, requiring no coding experience whatsoever. This means anyone can create a stunning online presence that captures their unique essence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$12 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Navexa
Founded
2017
Country
Australia
Website
www.navexa.io
Vendor Details
Company Name
Portfoliolounge
Country
United States
Website
portfoliolounge.com
Product 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