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What is Stock Portfolio Organizer?

The Stock Portfolio Organizer provides a comprehensive solution for managing your investment portfolio, enabling you to oversee various assets such as futures, shares, margin, CFDs, and forex. It offers the capability to assess your financial performance by analyzing gains, losses, and overall investment performance. With multi-currency support included, you can easily handle diverse currency investments. The platform accommodates End of Day (EOD), real-time, and tick data feeds, ensuring you can monitor your portfolio's performance as market fluctuations occur. Additionally, advanced users can enhance the tool's functionality through a robust JavaScript programming interface, allowing for the creation of custom brokerage calculation formulas and position sizing calculators, which adds significant flexibility and personalization to your investment strategies. This adaptability makes it a valuable resource for both novice and experienced investors.

What is Portfolio 360°?

Portfolio 360° is an all-encompassing online platform tailored for individual investors who wish to keep a close eye on their investment portfolios and performance metrics across multiple accounts. The service adeptly monitors a diverse array of assets, such as stocks, ETFs, cryptocurrencies, and cash, delivering in-depth analysis of returns by distinguishing between realized and unrealized gains, dividends, fees, and tax implications. Investors can conveniently record transactions manually, import data from brokerage firms through CSV or Excel files, or connect directly to supported brokerage accounts for effortless monitoring. This platform is equipped with a variety of analytical features, including performance charts, strategies for contributions and exits, portfolio comparisons, tax documentation, and currency conversion options for those dealing with international assets. Moreover, it provides price alerts and enables users to download their portfolio data in PDF, Excel, or CSV formats for further analysis. With a straightforward web interface and mobile applications, Portfolio 360° accommodates users in both English and Arabic, catering to a wide range of investors. By offering a comprehensive view of their investment scenarios, this service ultimately empowers individual investors to make well-informed financial decisions. In essence, Portfolio 360° serves as a vital tool for individuals looking to enhance their investment strategies and optimize their financial outcomes.

Media

Media

Integrations Supported

Integrations Supported

Charles Schwab
Fidelity
Interactive Brokers
Robinhood

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$29.57/month
Free plan available. Plus is $29.57/month billed annually. Premium is $56.24/month; billing commitment was not specified. Paid plans include a 7-day free trial.
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Stock Portfolio Organizer

Company Location

Australia

Company Website

www.stockportfolioorganizer.com

Company Facts

Organization Name

Arincen

Date Founded

2015

Company Location

United Arab Emirates

Company Website

en.arincen.com/portfolio-tracker

Categories and Features

Stock Portfolio Management

For Investment Advisors
For Traders
Portfolio Accounting
Risk Management
Tax Management

Categories and Features

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