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Web Portfolio Manager

Tools for Your Users to Track, Manage and Analyze Their Investments

Attract and retain website users by providing them the power of QuoteMedia's Web Portfolio Management applications, easily implemented and customized in your site.

Your customers will appreciate returning to your website to track, manage and analyze their portfolios of investments and assets in our user friendly, intuitive and robust Portfolio Management solutions.

You can provide access to the full range of Equities, Funds, Commodities, Futures, Indices, Forex, ETFs, News, Fundamentals, Advanced Charting, Research, Analysis, Corporate Actions, Events, Filings and much more, tailoring the Web Portfolio Manager to your users' specific needs.

Users can create multiple portfolios, with custom views readily accessed, such as Portfolio View, Detailed View, Custom Watchlists, Fundamentals, Markets Overview, Assets, Allocations, Net Worth, and much more.

Position your site as the location of choice for your clients to unify their portfolios and get the complete picture of their finances and market holdings. They will keep coming back to track and manage their portfolios and assess their financial health. It's simple and extremely cost effective.

Contact Us

We would love to discuss QuoteMedia Data Solutions with you. If you have any questions or you would like a demo, please reach out to us. We look forward to meeting you.