Portfolio123 makes managing your account a cinch. You can link your Portfolio123 accounts to the brokers we support and take advantage of our incredible time saving features for managing orders. The positions and cash balances of linked accounts are automatically kept in sync.
Entering orders is a very tedious process, error prone, and stressful. And, if you manage multiple accounts, you will understand why we decided that something had to be done. Linked accounts is continually evolving to make managing your accounts a pleasure. Do let us know your feedback!
- One click rebalancing of portfolios
- Intuitive and consistent interface
- No need to login to your broker's site
- Shortcuts for repeating orders
- Automatic limit orders
- Schedule trades at future times
- Monitor order status