Easily Track, Share, & Market Your Trading Performance

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If you have any questions, or if you’d like a demo of Porfolio Shadow, please contact us with the form below.

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What is Portfolio Shadow?

Portfolio Shadow is a comprehensive trade tracking toolset that allows any investment publisher or individual trader/blogger to easily track their performance and control the display of data to any (or no) audience they desire. Enhances marketing results and saves resources.

Investment Advisers & Financial Planners

Financial service providers have always struggled to provide better communication with customers and to differentiate their services from competitors. The proliferation of funds that only publish performance numbers on a monthly or quarterly basis has made these problems even more pronounced. The Portfolio Shadow addresses these industry-wide problems providing unique value to your customers and a competitive advantage to you.

Internal Only or Publicly Published

You can publish the portfolios to the world on your website, or choose to keep it internally only. It can help your marketing team create sales emails that use more recent trade data, too!

Advanced Features
Decreased Costs
Increase Marketing Capabilities
Increase Subscriber Satisfaction

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