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Portfolio-Terminal is a Finance tool that helps users import and track investment portfolios with AI parsing. It supports various file formats and offers a review process before applying changes.
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About
Portfolio-Terminal is a professional portfolio tracking and analytics platform designed to simplify the import and management of investment portfolios. It utilizes AI parsing to quickly process broker exports, spreadsheets, pasted statements, and even screenshots, making it easy to centralize financial and non-financial assets. Users can review parsed positions before applying them, ensuring accuracy and control over their data. The platform offers features like real-time market data, advanced charting, and comprehensive risk analysis, including a Fundamental Quality Audit that generates a Health Score based on valuation, leverage, and cash flow. It also provides client risk monitoring, automated drawdown alerts, and streamlined reporting, making it suitable for both individuals and financial advisors.
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Pricing & Plans
Likely Not Free
Not publicly disclosed. Check portfolio-terminal.com for current pricing.
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