Trade Alert Services –
Instantly Find the Best Trades to Market!
Differentiate Yourself From The Competition!
Upsell Your Existing Customers!
Save Hours of Time Every Week!
Always know the best new trade to market to customers. Give customers confidence in your performance and professionalism by sharing your positions & performance online. Focus on your trading rather than manually creating performance updates. The Portfolio Shadow can be framed into any page of your own website and we take care of the hosting so you never have to worry about anything technical. The Portfolio Shadow gives your customers a reason to come back to your website regularly, giving you more opportunities to upsell them on additional services.
Investment Advisers & Financial Planners –
Win New Customers, Provide Better Customer Service, & Save Time with the Portfolio Shadow!
Financial service providers have always struggled to provide better communication with customers and to differentiate their services from competitors. The proliferation of funds that only publish performance numbers on a monthly or quarterly basis has made these problems even more pronounced. The Portfolio Shadow addresses these industry-wide problems providing unique value to your customers and a competitive advantage to you.
The Portfolio Shadow is an investment that pays dividends in time savings, customer service, customer retention, and customer acquisition.
The Portfolio Shadow tracks communicates daily portfolio performance to your marketing team and to your customers through your website without the security risks of getting information directly from a brokerage account. Don’t have a website yet? Portfolio Shadow can be your website.
Here are some features of the Portfolio Shadow.
- Provides stock and/or option position summary information though YOUR website
- Allows the creation of unlimited real or model portfolios
- Compare a model portfolio of yours to others or to industry benchmarks to show the value of your methodology and/or diversification
- Any portfolio may be visible on your homepage or only behind a user login
- Tracks the daily performance of stocks and/or options
- Handles automatic stock option expiration and assignment, allowing proper monitoring of covered calls, spreads, iron condors, butterflies, and other option trading strategies.
- Provides configuration options so you choose whether to display only summary performance information or display the profit or loss of individual positions.
- Allows users to filter by date, by company ticker, by stock or option, by option expiration, by sale or purchase
- Allows you to organize individual portfolios into groups for quick access & organization
- Provides security completely separate from brokerage accounts, never compromising the safety of the real accounts
Portfolio Shadow is a comprehensive trade tracking toolset that allows any investment publisher or individual trader/blogger to easily track their performance and control the display of data to any (or no) audience they desire. Enhances marketing results and saves resources.