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Portfolio Tracker Pro 3.3.6

MoneyThumb – Shareware – Windows

Master Your Investments with Portfolio Tracker Pro

Boris Weber

Portfolio Tracker Pro by MoneyThumb offers an intuitive platform for managing and tracking your investments, ensuring you stay informed about your portfolio's performance.
2025 Editor's Rating

Portfolio Tracker Pro Review

Portfolio Tracker Pro by MoneyThumb is a robust software application designed for individuals and businesses looking to efficiently manage their investment portfolios. With its user-friendly interface and comprehensive features, Portfolio Tracker Pro stands out as a valuable tool for tracking and analyzing financial investments.

Key Features:

  • Real-time Portfolio Tracking: Portfolio Tracker Pro allows users to track their investment portfolios in real-time, providing up-to-date information on asset performance.
  • Customizable Asset Categories: Users can categorize their assets based on different criteria to effectively organize and analyze their investments.
  • Performance Analytics: The software offers detailed performance analytics, including return on investment, sharpe ratio, and other key metrics to evaluate portfolio performance.
  • Automatic Data Import: Portfolio Tracker Pro enables users to import financial data automatically from various sources, saving time and eliminating manual data entry.
  • Interactive Charts and Graphs: Users can visualize their portfolio data through interactive charts and graphs, making it easier to identify trends and make informed investment decisions.
  • Secure Cloud Storage: The software provides secure cloud storage for portfolio data, ensuring that information is backed up and accessible anytime, anywhere.

Benefits:

  • Efficiency: Portfolio Tracker Pro streamlines the portfolio tracking process, allowing users to quickly access relevant information and make timely investment decisions.
  • Insightful Analysis: With detailed performance analytics and visualizations, users gain valuable insights into their investment portfolios, enabling them to optimize their strategies.
  • Automation: The software's automatic data import feature saves time and reduces the risk of manual errors, enhancing overall efficiency.
  • Security: Secure cloud storage ensures that portfolio data is protected and readily available whenever needed, offering peace of mind to users.

Portfolio Tracker Pro by MoneyThumb is a reliable solution for individuals and businesses seeking an efficient and effective way to manage their investment portfolios. With its advanced features, intuitive interface, and focus on data accuracy and security, Portfolio Tracker Pro simplifies portfolio tracking and analysis, empowering users to make well-informed financial decisions.

Overview

Portfolio Tracker Pro is a Shareware software in the category Home & Hobby developed by MoneyThumb.

The latest version of Portfolio Tracker Pro is 3.3.6, released on 09/23/2016. It was initially added to our database on 06/16/2016.

Portfolio Tracker Pro runs on the following operating systems: Windows.

Portfolio Tracker Pro has not been rated by our users yet.

Pros

  • User-friendly interface that simplifies portfolio management
  • Supports multiple asset types, including stocks, bonds, and cryptocurrencies
  • Provides real-time data and analytics for tracking investments
  • Offers detailed reporting features to help users assess their performance
  • Integration with leading financial institutions for automatic transaction updates
  • Customizable alerts for price changes and market trends

Cons

  • Subscription-based pricing may not be ideal for all users
  • Limited availability of customer support during off-peak hours
  • Some users report a learning curve when first using the software
  • May not include every financial instrument or market that a user wishes to track
  • Occasional software bugs reported by users that can interrupt the user experience

FAQ

What is Portfolio Tracker Pro?

Portfolio Tracker Pro is a financial software developed by MoneyThumb to help users easily track and manage their investment portfolios.

What features does Portfolio Tracker Pro offer?

Portfolio Tracker Pro offers features such as real-time portfolio tracking, performance analysis, asset allocation, risk management tools, and customizable reporting.

Is Portfolio Tracker Pro suitable for both beginners and experienced investors?

Yes, Portfolio Tracker Pro is designed to cater to the needs of both beginners and experienced investors, providing user-friendly tools and advanced analytics.

Can I import my investment data into Portfolio Tracker Pro?

Yes, Portfolio Tracker Pro supports importing investment data from various sources such as brokerage accounts, Excel spreadsheets, and financial institutions.

Is Portfolio Tracker Pro a cloud-based or desktop software?

Portfolio Tracker Pro is a desktop software that can be installed on Windows and Mac operating systems for offline use.

Does Portfolio Tracker Pro offer mobile compatibility?

Currently, Portfolio Tracker Pro is designed for desktop use and does not have a mobile app. However, users can access their data on the go using remote desktop or cloud storage solutions.

Is my data secure in Portfolio Tracker Pro?

Yes, MoneyThumb takes data security seriously. Portfolio Tracker Pro uses encryption protocols to secure user data and offers options for data backup and password protection.

Can I track multiple portfolios in Portfolio Tracker Pro?

Yes, Portfolio Tracker Pro allows users to create and manage multiple portfolios, making it convenient for users with diverse investment accounts.

Are there any subscription fees for using Portfolio Tracker Pro?

Portfolio Tracker Pro is a one-time purchase software with no recurring subscription fees. Users can enjoy lifetime access to the software and its updates.


Boris Weber

Boris Weber

I am an editor at UpdateStar. I started as a support engineer, and am now specialized in writing about general software topics from a usability and performance angle among others. I telecommute from UpdateStar’s Berlin office, when I am not working remote as a digital nomad for UpdateStar. When I'm not analyzing the latest software updates, you can find me exploring new cities, immersing myself in local cultures, and discovering innovative tech trends across the globe.

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