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What is My Stocks Portfolio?

Keep track of a range of assets like stocks, equities, funds, ETFs, currencies, and even private equity in the financial landscape. Effectively oversee your investment portfolios and assess their performance over designated timeframes, employing critical metrics such as realized and unrealized gains, daily price changes, total variations, and annualized returns. Stay updated with a constant flow of stock market news, including specific updates about each individual stock you monitor. Customize your news feed to feature updates from chosen international markets, which can significantly enrich your understanding. Seamlessly convert your stock portfolios into a single currency by utilizing real-time forex rates, enabling the smooth integration of stock quotes and holdings from various markets, all presented in your selected currency. Use pie charts to visualize the distribution of each stock within your complete portfolio for enhanced clarity. With support for multiple stock portfolios, you can easily track several stock exchanges, manage various portfolios, or compile extensive watchlists. This comprehensive strategy guarantees that you maintain a well-rounded perspective of your investments while ensuring you remain informed and in command of your financial decisions. Additionally, consider implementing alerts for significant market movements to further enhance your investment strategy.

What is DiversifyFund?

Is your investment approach missing out on the asset class preferred by the wealthy? For over thirty years, real estate has not only outperformed the stock market but has also demonstrated significantly less daily volatility. It’s time to move away from the erratic fluctuations of the stock market and build your wealth through real estate investments. Historically, the rich have turned to real estate as a reliable means of wealth accumulation, and now you have the chance to follow in their footsteps. At DiversyFund, we make it easy for you to invest in a carefully curated portfolio of multifamily real estate properties. With just a simple click, you can gain partial ownership in our fund, which includes a diverse range of properties. Your investment strategy will be designed with one primary goal: to elevate your net worth to the levels seen in the top 1%. DiversyFund is transforming how everyday investors generate wealth. Learn how we empower the 99% to attain financial freedom and overcome traditional obstacles. Our mission is grounded in the belief that everyone deserves access to the wealth-building tools that the affluent have leveraged for generations. Take advantage of this chance to reshape your financial destiny and start your journey towards prosperity today. There has never been a better time to invest in your future.

Media

Media

Integrations Supported

Bitcoin
Ethereum
Google Drive
Litecoin

Integrations Supported

Bitcoin
Ethereum
Google Drive
Litecoin

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Peeksoft

Company Website

peeksoft.co

Company Facts

Organization Name

DiversifyFund

Date Founded

2014

Company Location

United States

Company Website

diversyfund.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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TJPS Software