Rating: 4 out of 5 stars

Reviewing: The INO Portfolio Tracker

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Nearly all the traders and investors who want to monitor a portfolio of investments use a portfolio tracker. In a global economy investors and traders want to monitor stocks, ETFs, mutual funds, futures, and currencies, but hardly any portfolio trackers do this. INO makes available for free access to a portfolio tracker that can do all of these functions and provides detailed analysis on what you are managing.

To begin assemble your list of what you are interested in tracking.  The search tool makes it simple to identify the ticker you are looking for regardless of what it is. If you are unsure the instrument is just key in the keywords and the INO Portfolio Tracker will help discover it. There are more than 300,000 instruments in the INO Portfolio Tracker system and upon receipt of the search results, you can shorten your selection to equities, futures, or spreads. Choose the symbol and inspect its details. If it is a futures contract for example, the INO Portfolio Tracker will display all the choices of monthly contracts and you can choose the one you like. INO will dynamically add it to the Portfolio Tracker.

Upon entering into the Portfolio Tracker you can begin by looking at the Fast View.  The Fast View illustrates the symbol Open, High, Low, Last, Close plus the percentage change. Click on one of the instruments and the Portfolio Tracker will illustrate a personalized chart with intraday, daily, weekly, and monthly time period selections. Detailed information about the annual low and high, 52 week low and high, and the average and daily volume is available as well. INO’s Portfolio Tracker also displays the short interest, volatility, and beta which is information every investor needs to know. Finally the Portfolio Tracker even offers the option expiration and pricing if there is one for the security.

INO MarketClub members have all the analysis and tools linked on page for ease of use.

In the Detailed View of the Portfolio Tracker, traders can examine how the instrument is changing today. Open, High, Low, Close and Volume are all on screen as well as changes in percentage for each symbol in the portfolio.  Traders can rearrange the order of the symbols and customize the design to their individual preference. Links for opening charts, viewing option chains, and MarketClub analysis is here as well.

The Quote board is another great function..  The Portfolio Tracker Quote Board hangs a small floating window encapsuling your portfolio activity which you can park anywhere on your desktop. Right click and refresh to update the quoted prices. Investors can look at changes in their Portfolio Tracker by just surveying the small window.

Finally INO has terrific no cost offers for Portfolio Users from their partners including trading and investment education, futures and forex guides, and online seminars.

Bottom Line: Traders and Investors looking for a Portfolio Tracker will love INO’s for its flexibility, feature set, and price – it’s free.

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Sea Lion Capital Management LLC