Investment Portfolio management software reviews

Success Stories from traders who recognize the value of portfolio management software.

OTrader's portfolio management software is helping traders profit from doing the right things. From allowing traders to better understand their risk, to helping them make informed trading decisions, OTrader's customers are constantly finding new ways to apply and adapt portfolio management to meet their needs.

We receive hundreds of emails from traders who use OTrader Portfolio Management Software, as an integral part of their trading on a day-to-day basis! Here is what some of them have to say.

(How can this many people be wrong?)

"The amount of time I'm spending each night keeping track of trades is reduced to bugger all giving me more time to do my analysis. Those of you who get headaches trying to manage separate trading notes, an excel spreadsheet, your data costs and your portfolio well this is the answer to it - all in one spot. "
-N Alves - Australia

"Easy to use because I can intuitively use the program without a manual "
-P Lucas - Australia

"I would like to congratulate James on otrader - it is everything he said it would be and I can not recommend it strongly enough. Great work and that also goes for the otrader website.

That's money in the tin from me! "
-J Dumancic - Australia

"As a provider of financial education in how to trade the Options markets, with several thousand graduates across Australasia, we are happy to recommend OTrader to not only our graduates, but to anyone with a serious interest in creating significant wealth from the markets.

All successful traders rely on accurate and detailed record keeping, and OTrader will assist you with this task like no other product in the marketplace.

This simple to use tool is with you through the whole trading process, recording your market analysis, monitoring your open positions, and providing detailed reporting as you monitor your profits and losses, and watch your bank grow. OTrader has set a new benchmark, for all others to now follow.

Congratulations on a fantastic product. "
-L Beggs -

"I would just like to recommend to everyone that the Otrader software is fantastic!!

It is easy to use, excellent for reviewing trades, saving notes for each trade, has a range of reports, it is very quick and easy to enter your trades and it even updates current prices from the ASX for open positions to enable easy viewing of your portfolio value. It also has a section for writing options.

James has done a brilliant job and I recommend OTrader to all of you. "
-G Alves -

"I Had a Exel spread sheet with macro going every which way. It was great, if you didn't want to do anything to fancy. I had spent about a year of my time on this trading spread sheet. I even thought it was starting to get pretty good. That was until I found OTrader. After seeing what OTrader could do, I was sold. I haven't looked at the other one again since.

I think the best thing about OTrader is that the support is second to none. OTrader is always coming out with updates to improve the programs performance.

So don't wait another minute. Download the demo and see for your self."
-J Steensma -

"OTrader for me is a tool which I use to not only keep track of my trades but also to keep track of my thoughts when I enter a trade allowing me to analyze my psychology for each trade.I have found It is simple to use and the reports generated are very useful in refining my trading techniques to be much more profitable. "
-W Teasdale -

"A clear, organised mind lays the foundation for a successful trader. If you want to streamline trading administive tasks, learn critical lessons from your trading history, and free up more time for research and analysis, you have stumbled upon the most essential tool for an option trader. OTrader is modern, intuitive software so you will be up and running in minutes. OTrader has saved me much time and precious money."
-M Murphy -

"Just wanted to congratulate you on the new OTrader, its fantastic. I'm really enjoying using it and the new features. In particular the DDE connectivity and the ability to trade Equities and Warrants. Great job!"
-C Harrison -

"It has taken the hard work out of paper trading allowing me to concentrate on the trade itself. "
-N Alves - Perth

"I get paper reports from the broker. I can match these with Otrader and check that every trade is as expected. "
-R Bouwer -

"OTrader makes the paper much easier to handle as traders can view the results of all their trades in one report. "
-D Bevan -

"I would never stop using such a time saving and beneficial trading tool as Otrader has made my record keeping and trade analysis so simple. "
-T Dunn -

"Especially useful at taxtime. "
-R Howard -

"I am getting better at organisation thanks to otrader. "
-Danny Barletta -

"The reports are great and easy to read and it is such a simple process to enter all trades. "
-Kim Harris -

"Using OTrader has made tracking our paperwork so much simpler "
-Wendy Bergsma -

"I don't do any paper trading. All my trading is real time. If I make a mistake I can learn quickly from it by documenting it in OTrader. "
-Wendy Dayman -

"What an understatement! I couldn't imagine not using Otrader, I regard OTrader as one of my essential trading tools."
-Chris Howard -

"At the click of a button I have any report I require and makes reconciling my account easier and more professional. "
-Kathleen Mohring -

"The presentation of data makes checking against trading statements simple. "
-Robin Blackburn -

"It's great to actually have a very well organise portfolio. Where as before there were lots of pages to organise, were as now I can print off exactly what I need. Its Awesome. "
-Darren Dayman -

"The report print outs are fantastic The screen shots are brilliant for post analysis The professionalism of the whole package is outstanding "
-Craig Jamison -

"Reinforce trading rules; Professional record keeping; simplifies tax recording requirements. "
-Darren Nissen -

"Thank you James and all the others at O'Trader for makeing this program available for everyone! "
-Max Mittler-damon -

"If one is serious about trading, it is necessary to treat it strictly like a business with up to date figures always available. OTrader gives that facility and more. Also ANYTHING that assists in risk/money management is worthwhile. "
-Pam Wheatley -

"Keep the updates coming good work "
-Ronnie Nekrep -

"OTrader has been very well thought out. It is very user friendly and makes trading a pleasure not having to keep track of information in a number of different places. "
-Bill ODonnell -

"Otrader has presented itself as the answer to the paper management of trading "
-Peter Simons -

"I use it to complement optionvue, instead of buying their manager program, I use O trader, saving hundreds in the process!!!!!!!! "
-David Cheah -

"I bought OTrader in the early days of development and have seen it develop into a comprehensive trading programe that is still growing all the time. I couldn't see myself trading without it. "
-Jason Steensma -

"Much easier than previous software - and easier to start. I was expecting difficulties but so far so good. "
-Hans Bluhm -

"Thankyou, James, for a great product and your commitment to service and improvement. Thankyou for your patience in dealing with my queries. "
-Roger Howard -

"Thankyou to James & Otrader for such a great product it IS a WINNER. "
-Trevor Dunn -

"I found it rather refreshing that a software company is willing to listen to users, one of the benefits of OTRader support is that the team is willing to listen to any suggestions that you may have for future upgrades that you may see as a benefit for you "
-Derek Bevan -

"No trader should be without this all in one package tool. "
-Adrian Yeow -

"The great functionality is there because OTrader support listens to it's customer needs. Also having been designed by live traders they have address much needed software with all the functionality I need - all in one spot. "
-Nino Alves -

"At first thought it was a little expensive but now that i have it i could not do with out it. MONEY WELL SPENT EXCELLENT VALUE. "
-Greg Randall - New Zealand

"I have been using a basic program issued by Break Free with their seminars. Yours knocks it into a cocked hat and I look forward to making best uses of the features."
-James Reid -

"I can't complement you enough for the book, your timing was perfect. I have not had a good month & its for the exact reasons that are mentioned in the book. Some of the quotes were that accurate I didn't know weather to laugh or cry(I had a Laugh).I believe in my system & education what my problem is i need to believe in my self & you may have sent me exactly what i needed. thanks James "
-Danny Barletta -

"Far out - what can't this software do! My trial has run out so I am purchasing it today. Thanks for your prompt help."
-Tim Wilson - Tasmaina

"I have found the program to be a great trading tool .It is the third program I have had and by far the best keep up the good work.” "
-Troy & Suellen Davey - Australia - Perth

"It is very professional, I am a full time trader and run a successful business from option trading and i wouldn't do it without OTrader now. I feel more focused and more in control of the financial aspects of my trading business, being able to print out reports of all kinds has helped allot."
-Mandy Moore - Perth - Australia

"Your program really stops you getting over confident or too chicken-hearted while trading options. Thanks again. "
-David Mane - NSW - Australia

"Just a follow up to let you know how much I enjoy and value your product. It is the greatest. This is exactly what I needed to get myself organzed and make sense of the data. "
-Michael Myles - California USA

"Your software has been absolutely great. I have just used it for my recent tax return. All I sent the accountant for my options and share transactions was the reports generated by otrader. I used to document them in word files which was very cumbersome. Also it allows me to keep a running tab of my tax burden related to my portfolio activity which is enormously useful. "
-Cameron Leopold -