FolioSpan
5.0 out of 5 starsClaritus
4.5 out of 5 starsRatings and Reviews 1 Rating
Ratings and Reviews 2 Ratings
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What is FolioSpan?
FolioSpan operates as a personal portfolio management tool that enables users to monitor their investments across a range of assets, including stocks, ETFs, cryptocurrencies, and precious metals, as well as balances linked to public blockchain addresses. Users can conveniently scan a public wallet address to view on-chain balances; importantly, the app does not require seed phrases or private keys and does not support trading, sending, swapping, staking, or custody of assets. The application provides a comprehensive portfolio overview that includes critical metrics such as cost basis, profit and loss analyses, asset allocation, transaction histories, watchlists, and price alerts. By default, users' holdings are stored locally on their devices, although they can opt for cloud synchronization with their accounts for added convenience. The free version permits manual tracking and limited wallet scanning while displaying advertisements, whereas upgrading to FolioSpan Pro offers benefits like unlimited scans, automatic synchronization, an ad-free interface, and the ability to utilize CSV tools for managing data. The app is designed to be compatible with both Android and iOS devices and includes a guest mode for easy access without account creation. It's crucial to remember that information related to the market and blockchain may not always be up-to-date or entirely accurate, and thus, the app is not intended to provide financial or tax advice. Furthermore, users have access to a variety of customization options to tailor their tracking experience to their preferences, enhancing usability and engagement. This flexibility allows users to better manage their investments according to their unique strategies and goals.
What is Claritus?
Claritus presents a cutting-edge private wealth management solution centered on technology, allowing you to effortlessly track, understand, and control your financial assets! Our mission at Claritus is to make it easy for you to grasp the intricacies of your investments, eliminating the necessity for an extensive background in finance! Acknowledging the importance of privacy and security, we adhere to the highest levels of data protection and encryption standards. With Claritus, your personal information remains confidential and is solely available to you. Our innovative platform equips you to manage, monitor, and retain full visibility over your investment portfolio through a streamlined, user-friendly interface. In a complex environment populated by countless apps, services, and spreadsheets, Claritus stands out as your beacon of clarity. By delivering real-time data from more than 17,000 global financial institutions, brokerages, and other financial entities, managing your portfolio has never been easier or more convenient! Moreover, our dedication to intuitive design guarantees that anyone can achieve financial clarity without encountering difficulties. With Claritus, you can confidently navigate your financial journey, knowing that support is just a click away.
Integrations Supported
Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking
API Availability
API Availability
Pricing Information
$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
Android
iPhone
iPad
Mac
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Company Facts
Organization Name
FolioSpan
Company Location
Italy
Company Website
getfoliospan.com
Company Facts
Organization Name
Claritus
Company Location
United States
Company Website
claritus.io
Categories and Features
Crypto Portfolio Management
Not specified
Stock Portfolio Management
Not specified
Categories and Features
Crypto Portfolio Management
Not specified
Stock Portfolio Management
Not specified