Why You Need an Investment Portfolio Tool

Disclaimer: The information provided in this article is for educational and informational purposes only and should not be considered financial advice. The author is not a financial advisor and the content of this article is not intended to be a substitute for professional financial advice. Always seek the advice of a qualified financial professional before making any financial decisions.

In today’s fast-paced financial landscape, having an investment portfolio tool is essential for staying ahead of the curve. Savvy Trader is an all-in-one solution designed to streamline your investment journey, providing valuable features catering to novice and experienced investors. 

Introducing Savvy Trader

Savvy Trader is a web-based investment portfolio tool for investors to manage their assets efficiently. It enables users to consolidate their holdings in a single, easy-to-view platform, monitor portfolio performance, and conduct in-depth research on stocks and cryptocurrencies. Additionally, investors can share their portfolios with others for free or charge a monthly subscription fee.

Investment Portfolio

Whether you are a beginner or an expert investor, there are many reasons why you should consider creating an investment portfolio with Savvy Trader:

  1. Organization: Creating a portfolio on Savvy Trader enables you to efficiently manage all your investments within a single platform, consolidating assets from various accounts and brokerages. Centralizing your assets allows you to maintain organization and make more informed decisions. With Savvy Trader, effortlessly monitor all your positions in one unified location. The following image is an example of an investment portfolio on Savvy Trader:
  1. Diversification: Investing in a diverse range of stocks and crypto can help reduce risk and increase potential returns. Creating a portfolio allows you to visualize the diversification of your investments across various sectors and industries. Also, with Savvy Trader, you can create multiple portfolios to organize all your holdings however you want. The following image shows a portfolio of diverse assets such as stocks, ETFs, and cryptocurrencies:
  1. Performance tracking: Creating a portfolio allows you to track the performance of all investments as a whole or even track individual assets over time. Seeing the big picture of your investments gives you valuable insight to help minimize your risk and maximize potential returns. The following image is an example of the Performance Graph set to Year-to-Date (YTD) for Tesla (TSLA):
  1. Research: Savvy Trader offers a range of research tools that can help you make informed investment decisions. From real-time stock and crypto quotes to summary information containing vital metrics like Next Earnings Date, Market Cap, and PE Ratio. Savvy Trader also provides convenient links like the company’s Investor Relations page, Website, and even Top Tweets related to the company—all you need to stay up-to-date with your investments. The following image is an example of the Summary information box for TSLA:
  1. Sharing: With Savvy Trader, you can share your portfolio with the world for free! By sharing your portfolio, you can connect with other investors, build trust, create value, and foster a sense of community in the investing world. You can also monetize your portfolio by charging a monthly fee for subscribers to access your insights and trades.

Create and Share Your Portfolio

To create a portfolio with Savvy Trader, sign up for an account and add your holdings, virtual cash amount, and share settings. Get Started Now

Discover Great Investment Portfolios

In addition, you can use Savvy Trader’s sophisticated search tools to explore and discover other investors’ portfolios. Like your subscribers, you can subscribe to other investor portfolios for free or pay a monthly fee. When you subscribe, you can see holding details, get trade notifications and comments, and view the log history of transactions, comments, and other portfolio details.

Savvy Trader

Creating a stock and crypto investment portfolio with Savvy Trader is smart for any investor. This unique online tool lets you stay organized, track performance, and access various research tools to help you make informed investment decisions. You will be able to share your portfolio or subscribe to other portfolios.