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About BMarker
BMarker is a portfolio tracking and reporting tool that ingests brokerage trade exports and manually entered transactions to produce views of holdings, returns, and performance against a benchmark such as the SPY. It supports imports from CSV files from brokers like Fidelity and Schwab, as well as manual entry of trades including fractional shares and fees, and flags missing fields and possible duplicates for review before they affect calculations. The service offers private portfolio pages by default and allows users to selectively share reports. It is offered as a web application with demo, pricing, and API documentation pages available.
- Website
- bmarker.com
- Categories
- Computer software, Financial services, Internet
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