James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

While Premium membership is no longer available for purchase, legacy Portfolio Manager is still accessible for former Premium members who are current Investor subscribers. Portfolios in Investor are ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Robert Kelly is managing director of XTS Energy LLC, and has more ...

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm. Some ...

Portfolio management is the process of building and maintaining investments. You can manage your own portfolio, or hire a portfolio manager or investment advisor. Many, or all, of the products ...

Kayla Missman specializes in making complicated topics more approachable. She has eight years of experience in journalism, editing and marketing, allowing her to dive into interesting topics and ...

Note: Any portfolios you’ve created using Portfolio Manager, as well as any updates you’ve made to them, will be mirrored in Investor. If you update these portfolios in Investor, those changes will be ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...