Great solution for individuals and Investment Advisors
Charr
Portfolio Management

Track your advanced options trades and adjustments and monitor your true cost basis and profit and loss.

Control Your Emotions

Control your emotions by keeping track of primary and secondary exit points. By writing down your exit points you learn to follow them.

Trading Journal

Keep track of what you were thinking with a trading journal and full calendar.

Trade Portfolio Manager helps you save time and get organized

  • Options Tracking
  • Portfolio Management
  • Track Advanced Stock Option Trades with unlimited legs
  • Track all your adjustments
  • Track Profit and Loss
  • Track an unlimited amount of accounts
  • Track an unlimited amount of clients
  • Setup Portfolio Goals
  • Performance Analysis
  • Calculate Risk and Reward
  • Automatically Download Trades from your broker

 

See More Features

Latest News


Webinar Tuesday Jan 18th 2011
1/12/2011
Register now for a webinar of the Trade Portfolio Manager on Tuesday January 18th. Click Here.
Risk Profile Now Includes Past Profit and Loss
9/24/2010
Have you ever wondered what your risk profile looks like after you roll a couple of short calls? Take a look at the Trade Portfolio Manager's Risk Profile that includes the past profit and loss.
Purchase Trade Portfolio Manager!
8/19/2010
You can now purchase Trade Portfolio Manager at http://www.tradecaddie.com
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