Xcitek Portfolio Service

The Portfolio Service delivers an overnight email to you based on your portfolio and which databases you subscribe to. Here are some samples from each of our databases:

Featuring:
  • Automated File Upload Functionality
  • Computer-Readable Format
  • Easy Report Set-Up
  • Intra-Day Daily Alerts on Held Securities
  • Predefined Index Portfolios
  • Unlimited Number of Securities and/or Portfolios
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