
Saves immense time for marketers, traders & support staffÂ
Portfolio Shadow Saves Time and Resources
Save Hours of Time Every Week
- Marketing personnel can immediately find the best-performing recent trades to highlight in sales materials.
- Copies data directly from the web interface into Excel
- Saves internal comments, documentation and images associated with an order
- Provides ability to view orders & positions as of any date in the past
- Provides trade alert templates for email and sms (integration possible with most Email Service Providers, also)
- Handles automatic stock option expiration and assignment, allowing proper monitoring of covered calls, spreads, iron condors, butterflies and other option trading strategies