You're struggling to keep track of your investments. How can portfolio management software help?

1 Track your returns

Portfolio management software can help you monitor your returns over time and compare them with your goals, benchmarks, and peers. You can see how each investment contributes to your portfolio's growth or decline, and identify which ones are underperforming or overexposed. You can also track your fees, taxes, and dividends, and calculate your net worth and cash flow.

2 Manage your risk

Portfolio management software can help you assess your risk profile and tolerance, and adjust your portfolio accordingly. You can see how your portfolio reacts to different market scenarios, such as interest rate changes, inflation, or volatility. You can also measure your portfolio's risk metrics, such as standard deviation, beta, Sharpe ratio, or value at risk. You can also use portfolio management software to diversify your portfolio across different asset classes, sectors, regions, and currencies.

4 Access your data

Portfolio management software can help you access your data anytime, anywhere, and on any device. You can use portfolio management software to sync your data across different platforms and accounts, such as brokerage firms, banks, robo-advisors, or financial advisors. You can also use portfolio management software to import and export your data in various formats, such as CSV, PDF, or Excel. You can also use portfolio management software to generate reports and charts that visualize your portfolio's performance, risk, and allocation.

5 Learn and improve

Portfolio management software can help you learn and improve your investment skills and knowledge. You can use portfolio management software to access educational resources, such as articles, videos, podcasts, or webinars, that cover various topics related to portfolio management, such as asset allocation, risk management, diversification, or rebalancing. You can also use portfolio management software to get feedback and advice from experts, peers, or communities, who can help you refine your portfolio and strategy.

Portfolio management software can help you overcome the challenges of managing your investments and achieve your financial goals. Whether you are a beginner or an experienced investor, portfolio management software can provide you with the tools and insights you need to make smarter and more confident decisions.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?