Creates Cross-Sells & Up-Sells
- Customers come back to the website far more frequently with a quality portfolio manager
- Existing customers are the most likely to buy another of your products
- Marketing opportunities increase proportional to the amount of time your customers spend on your website
Immediate identification of best performing trades for regular marketing communication
- By absolute value
- By return percentage
- By annualized return
- By length of trade
More great features:
- Shows the risk of option trades, including risk of spreads, condors, butterflies, etc.
- Filter trades to show best performers in just the past week, month, or any other past timeframe
- Filter trades to find performance of only open or closed trades
- Copy/Export performance data to Excel