Decreased Costs

Decreased Costs

Saves immense time for marketers, traders & support staff 

Portfolio Shadow Saves Time and Resources

Save Hours of Time Every Week

Stretch your resources

  • Marketing personnel can immediately find the best-performing recent trades to highlight in sales materials.
  • Copies data directly from the web interface into Excel
  • Saves internal comments, documentation and images associated with an order
  • Provides ability to view orders & positions as of any date in the past
  • Provides trade alert templates for email and sms (integration possible with most Email Service Providers, also)
  • Handles automatic stock option expiration and assignment, allowing proper monitoring of covered calls, spreads, iron condors, butterflies and other option trading strategies