Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Summ Reviews & Ratings
    842 Ratings
    Company Website
  • eToro Reviews & Ratings
    32,059 Ratings
  • CoinStats Reviews & Ratings
    101,121 Ratings
    Company Website
  • Planview AdaptiveWork Reviews & Ratings
    714 Ratings
    Company Website
  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website
  • Wave Browser Reviews & Ratings
    52 Ratings
    Company Website
  • Buildium Reviews & Ratings
    2,546 Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    200 Ratings
    Company Website
  • Planview Software Product Delivery Reviews & Ratings
    2 Ratings
    Company Website

What is PortfolioTrackr?

Investors managing their own money across more than one market use PortfolioTrackr for stocks, ETFs, crypto, commodities, forex and futures on one screen. Coverage spans 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Enter a position by voice, text, screenshot, CSV, or a broker connection. Each position carries its own target and stop loss, with profit and loss tracked per position and overall. Alerts fire on WhatsApp, Telegram, email or push when a target is reached. Dividend forecasting, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reporting and short positions come standard. No ads, no data resale, no algorithm recommending what to buy. A co-pilot, not an autopilot. Native iOS and Android apps, plus a full web dashboard. Starts with a free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime option. One dashboard, every position, clear decisions.

What is PortfolioShop?

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

Media

Media

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Stripe
Telegram
Twilio
WhatsApp
Xignite

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Stripe
Telegram
Twilio
WhatsApp
Xignite

API Availability

Has API

API Availability

Has API

Pricing Information

$9/month
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.

Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version
Free Trial Offered?

Pricing Information

$1500/month
Free Version
Free Trial Offered?

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

2026

Company Location

United Arab Emirates

Company Website

portfoliotrackr.com

Company Facts

Organization Name

PortfolioShop

Date Founded

1998

Company Location

United States

Company Website

www.portfolioshop.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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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

PackHedge™ Reviews & Ratings

PackHedge™

FinLab Solutions SA
Arbor Portfolio Manager Reviews & Ratings

Arbor Portfolio Manager

Arbor Financial Systems
FundCount Reviews & Ratings

FundCount

FundCount Americas