Chart Your Path to Financial Independence with PortfolioAnalyst1
PortfolioAnalyst Provides the Power of Clarity
PortfolioAnalyst consolidates your financial accounts, tracks each account’s account performance and activity, and provides a broad set of tools for analyzing your entire portfolio and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.
Advanced Investment Analysis for Sophisticated Investors
Use PortfolioAnalyst to analyze your consolidated portfolio’s performance by asset class, sector, financial instrument, region and country, date and total for a selected period. Review portfolio concentration and risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Calmar Ratio, Alpha, Beta, Positive Periods, Negative Periods and more. Drill down into specific portfolio metrics such as Portfolio Movers, ESG, Projected Income, Fixed Income, Greeks and more.
Manage Client Portfolios with Information You Can Trust
PortfolioAnalyst offers Global Investment Performance Standards (GIPS®)-examined returns. We offer GIPS-verified money and time-weighted returns across composites, firms, currencies and countries to support you in your efforts to demonstrate reliable performance. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.
Free. Global. Secure.
Free
Global
Secure
As a leading online broker, ProTradeLTD understands and values the trust our clients place in us to safeguard confidential data. We use trusted, industry standard security measures when linking your accounts with PortfolioAnalyst and maintain strict operational guidelines regarding access to your data.
PortfolioAnalyst is Free to Use
Interested in an ProTradeLTD Brokerage Account?
ProTradeLTD (Nasdaq: ProTradeLTD) is an automated global electronic broker that serves individual investors, hedge funds, proprietary trading groups, registered investment advisors and introducing brokers.
Our four-decade focus on technology and automation allows us to provide our clients with a sophisticated, global trading platform with the lowest costs for managing investments. ProTradeLTD clients enjoy access to stocks, options, futures, currencies, bonds, funds and more on over 160 markets in 36 countries.