Ratings and Reviews 1 Rating
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
-
eToroEngage in the trading of well-known cryptocurrencies and explore expertly curated investment portfolios. Join a thriving community of over 30 million traders to enhance your trading experience. With access to more than 30 of the most sought-after coins, you can create a well-rounded investment strategy. We prioritize your security and offer robust protection measures to ensure your peace of mind. Enjoy a transparent trading experience with no hidden costs. To refine your trading abilities, a virtual portfolio worth $100,000 is available for practice. Through eToro’s innovative CopyTrader feature, you can easily replicate the trades of successful investors. Simply choose a trader you wish to follow, specify an investment amount, and hit copy to trade alongside them. The user-friendly interface allows for effortless management of your cryptocurrency holdings. Utilize charts and advanced analytical tools to stay updated on market trends for each coin. Enjoy seamless integration with the eToro wallet for convenient transactions. With a solid reputation built over a decade, eToro is a trusted name in the fintech sector. Your funds are safeguarded by leading security measures, giving you confidence in your investments. We will never disclose your private information without your permission, ensuring your privacy is maintained. Additionally, funds held at eToro USA are FDIC insured, providing further reassurance that your cash remains secure and protected.
-
CoinStatsCoinStats stands out as a premier crypto portfolio management solution, boasting 1.2 million active users globally. It allows individuals to monitor their crypto, DeFi, and NFT holdings in real-time by integrating with over 300 wallets and exchanges. Additionally, the CoinStats DeFi wallet offers the capability to safely store, purchase, and exchange cryptocurrencies. With assets exceeding $100 million under management, CoinStats is dedicated to enabling users to effectively handle their portfolios through a user-friendly interface. You can view all your investments from a single dashboard, making it easier to enhance your approach to crypto investing. The platform is free, secure, and designed for simplicity. Become part of the community of satisfied users and take charge of your crypto assets with confidence today. By leveraging CoinStats, you can transform your investment experience and make informed decisions.
-
SummSumm (formerly Crypto Tax Calculator) is leading crypto tax software that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your crypto tax software, Summ turns crypto chaos into confidence. Add clarity. Subtract doubt.
-
IUXIUX Markets is a globally recognized trading platform catering to professional traders with a wide range of over 250 financial instruments including forex pairs, CFDs on stocks, indices, cryptocurrencies, commodities, and thematic indices. It offers highly competitive trading conditions with spreads as low as 0.0 pips, zero commission fees, and no requotes, ensuring that traders enjoy some of the best prices and seamless order execution in the market. The platform’s robust technology infrastructure relies on low-latency fiber optic networks and Equinix LD4 data centers, delivering lightning-fast trade execution times averaging under 30 milliseconds, which is critical for active and high-frequency trading strategies. Users can trade across multiple interfaces such as the proprietary IUX App Trade, available on iOS and Android, and the popular MetaTrader 5 platform, supporting desktop, web, and mobile access. IUX Markets complements its trading services with powerful tools like real-time market charts, an economic calendar, and margin and spread calculators to provide traders with comprehensive market data and analysis. Licensed by the Financial Services Commission (FSC) of Mauritius, the company operates under strict regulatory oversight and complies fully with PCI DSS security standards to protect customer information and funds. It emphasizes transparency, offering a clear risk warning about the high risks of leveraged trading, and excludes residents from certain sanctioned countries. The platform’s dedication to client service and innovation has earned it multiple prestigious awards from leading financial publications. For new traders, IUX Markets offers a free demo account to practice trading strategies without financial risk. Overall, IUX Markets combines institutional-grade technology, broad market access, and regulatory compliance to deliver a secure, efficient, and user-friendly trading environment.
-
Gemini Credit CardThe Gemini Credit Card® allows you to earn cryptocurrency rewards immediately with each transaction, which are then credited straight to your Gemini account. With attractive reward rates like 4% on gas, 3% on dining, and 2% on groceries, it caters to individuals looking to grow their crypto portfolio through everyday expenses. There are no annual fees or charges for foreign transactions, and users can opt to receive their rewards in a selection of cryptocurrencies. Designed with security in mind, the card features no visible card number, providing reassurance while boasting a sophisticated and stylish appearance. Additionally, this card appeals to those who value both financial benefits and a sleek aesthetic in their payment methods.
-
DXchartsIn just a matter of days, you can seamlessly incorporate and personalize a high-speed financial table into your product. You have the flexibility to modify existing features or design an entirely new interface from scratch. Interested in more options? We provide a comprehensive access alternative that includes data feeds for futures, indices, equities, FX, and cryptocurrencies by default. Don't hesitate—sign up today to receive your data feeds. DXcharts is designed to integrate effortlessly with any market data source, making it data feed-agnostic. It supports native libraries across all platforms, including web, mobile, and desktop applications. Secure a solution that is specifically customized to meet the needs of your product. By analyzing trading statistics, you can assess securities and forecast their future price movements. Additionally, you can develop custom studies using the user-friendly dxScript, allowing you to arrange chart layouts to your preference while syncing them by instrument, chart type, timeframe, range, studies, and visual style. With such versatility, your financial analysis will be more efficient and tailored than ever before.
-
AttentiveCraft messages that captivate your customers and prompt them to take action. Attentive's AI-driven SMS and Email solution empowers retailers and e-commerce entrepreneurs to effectively engage their audience, generating billions in revenue. Our platform is designed to enhance your marketing strategy by enabling you to pinpoint the right audience, assess key performance indicators, and refine your overall marketing efforts. With over 100 adaptable integrations, you can effortlessly connect with the rest of your marketing ecosystem. We collaborate with top-tier companies in sectors such as retail and e-commerce, food and beverages, as well as media and entertainment. Attentive's AI-enhanced SMS and Email platform can potentially double your return on investment within just a few months. Don't miss the opportunity to discover more about our 30-day free trial, which allows you to experience the benefits firsthand.
-
BuildiumJoin countless property managers who rely on Buildium to effectively manage every facet of their operations and boost revenue for each unit. This software has earned its reputation as the most highly recommended option for good reason. Buildium serves as a comprehensive property management solution, packed with essential features that foster success—ranging from accounting and communications to leasing and highly-rated mobile applications. You will discover new avenues for revenue through resident services while benefiting from award-winning customer support and a network of trusted integrations available via the Buildium Marketplace. Regardless of your property portfolio size, Buildium is specifically designed to meet your needs. With plans beginning at only $62 per month, and with no hidden charges, it's little surprise that Forbes has recognized Buildium as the “Best Real Estate Accounting Software for Property Managers.” This combination of affordability and functionality makes it a top choice for property management professionals looking to enhance their business.
-
TrueLoyalTrueLoyal delivers a next-generation loyalty platform that helps consumer brands keep customers engaged for life. Leveraging AI-driven personalization and omnichannel integration, it allows businesses to design and manage loyalty programs that work across eCommerce, retail, and distributor networks. The platform includes features such as gamification, rewards catalogs, predictive churn prevention, advocacy programs, and receipt-based engagement, enabling brands to turn every interaction into an opportunity for retention. With advanced analytics and data collection, TrueLoyal empowers companies to capture zero- and first-party data to fuel smarter marketing decisions. Its pre-built integrations and open API ensure seamless connectivity with major systems, reducing complexity and accelerating deployment. Case studies from industries like beauty, automotive, and food & beverage highlight measurable results, including over 150% increases in repeat revenue and significant boosts in customer satisfaction scores. Beyond the technology, TrueLoyal offers consulting and strategy services to ensure brands launch with confidence and continuously optimize their programs. Customers benefit from a holistic loyalty ecosystem that drives advocacy through social commerce, user-generated content, surveys, and product sampling. By aligning loyalty initiatives with brand strategy, TrueLoyal transforms transactional relationships into long-term partnerships. Its mission is to provide brands with the flexibility, intelligence, and tools they need to scale retention and revenue in a sustainable way.
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 JStock?
JStock streamlines the investment process by enabling users to conveniently oversee their stock holdings. It compiles essential market information to help develop sound investment strategies. Users can monitor stock prices and create custom alerts, ensuring they remain updated. Additionally, JStock offers valuable insights into insider trading activities, shedding light on who is actively engaging in buying or selling shares. The platform keeps users informed with the latest stock market news and provides in-depth evaluations of a company's financial status, which includes both quarterly and yearly reports. Users can also compare financial metrics with peers in the same industry for a more comprehensive understanding. A portfolio summary chart gives a quick overview of annualized returns, while detailed company information supports extensive stock evaluation. Users can effortlessly log their buying, selling, and dividend activities. Moreover, JStock integrates seamlessly with JStock Desktop, which can be downloaded for free. Alerts can be customized to notify users when stock prices surpass or drop below predetermined levels. The platform also includes technical analysis tools for stocks on charts, as well as an excellent portfolio summary chart for efficient performance tracking. Collectively, JStock acts as a powerful resource for both beginner and experienced investors, enhancing their overall trading experience and providing essential tools for making informed decisions. With its user-friendly features, JStock continues to evolve to meet the dynamic needs of the investment community.
API Availability
Has API
API Availability
Has API
Pricing Information
$9/month
Free Trial Offered?
Free Version
Pricing Information
Free
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
Yocto Enterprise
Company Location
Malaysia
Company Website
www.jstock.co
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