ATrad Overview

ATrad is a powerful stock portfolio management software designed for both individual investors and financial advisors. With its intuitive interface, ATrad helps users track their investment portfolios, manage stock positions, and analyze performance across various asset classes. The software features real-time market data, allowing users to monitor stock prices, trends, and news that impact their investments. ATrad offers comprehensive reporting tools to assess portfolio diversification, risk, and return, helping investors make informed decisions. The platform supports multiple types of portfolios, including retirement accounts, taxable accounts, and managed funds, and integrates seamlessly with brokerage accounts for easy tracking of transactions. ATrad also provides tax optimization tools, helping users plan their tax liabilities and minimize capital gains taxes. Whether you're a beginner investor or a seasoned professional, ATrad is an essential tool for optimizing stock portfolio performance and achieving financial goals.

Read More

Contact Details

  • Vendor Name Ironone Technologies
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Automotive, Banking, Computer & Network Security, Education Management, Financial Services, Information Technology & Services

You May Also Like

Active Trader Pro

Active Trader Pro

perfeature

Benzinga Pro

Benzinga Pro

$30.58 Per month

ByAllAccounts

ByAllAccounts

perfeature

Dolibarr ERP CRM

Dolibarr ERP CRM

   (4.5)

Free

ATrad Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

ATrad Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

ATrad FAQs

ATrad is a powerful stock portfolio management software designed for both individual investors and financial advisors. With its intuitive interface, ATrad helps users track their investment portfolios, manage stock positions, and analyze performance across various asset classes. The software features real-time market data, allowing users to monitor stock prices, trends, and news that impact their investments. ATrad offers comprehensive reporting tools to assess portfolio diversification, risk, and return, helping investors make informed decisions. The platform supports multiple types of portfolios, including retirement accounts, taxable accounts, and managed funds, and integrates seamlessly with brokerage accounts for easy tracking of transactions. ATrad also provides tax optimization tools, helping users plan their tax liabilities and minimize capital gains taxes. Whether you're a beginner investor or a seasoned professional, ATrad is an essential tool for optimizing stock portfolio performance and achieving financial goals.

  • No, ATrad does not offer a free version.

  • Yes, ATrad offers a free trial.

  • No, Credit Card details are not required for the ATrad trial.

  • No, ATrad does not offer an API.

  • ATrad supports the following languages:
    • English

  • Following are the typical users of the ATrad:
    • Self-Employed , Small-Business , Midsize-Business

  • ATrad supports the following deployment:
    • Cloud Hosted

  • ATrad supports the following devices and operating systems:
    • Web-Based