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What is PortfolioTrackr?

PortfolioTrackr serves as an effective and user-friendly portfolio management platform tailored for passionate investors. It allows users to keep track of stocks from major international markets, digital currencies like Bitcoin and Ethereum, and commodities such as gold, silver, and oil, all while offering real-time pricing insights on a unified dashboard. Investors have the ability to establish price targets (T1, T2) and set stop-loss orders for each asset, which facilitates detailed monitoring of overall gains and losses, performance metrics, and dividend income. You will receive instant price notifications via email, Telegram, or WhatsApp as soon as your target prices are achieved, ensuring you remain updated on your investments. No software download is necessary, as it operates effortlessly on any device. You can begin with a complimentary three-day trial, followed by a Starter plan priced at $9 monthly, with the Pro version available for $19 a month, and a Lifetime plan option providing lasting value. This versatility makes PortfolioTrackr an appealing solution for investors looking for an uncomplicated method to oversee their portfolios, enhancing their overall investing experience.

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.

Media

Media

Integrations Supported

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
Stripe
TD Ameritrade
Telegram
Twilio
Vanguard
Wells Fargo Business Checking
WhatsApp

Integrations Supported

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
Stripe
TD Ameritrade
Telegram
Twilio
Vanguard
Wells Fargo Business Checking
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

$9/month
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

PortfolioTrackr

Date Founded

2024

Company Location

United Arab Emirates

Company Website

portfoliotrackr.com

Company Facts

Organization Name

Claritus

Company Location

United States

Company Website

claritus.io

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

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

Popular Alternatives

Popular Alternatives