Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • Summ Reviews & Ratings
    4.5 out of 5 stars 878 Ratings
    Company Website for Summ
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • BYDFi Reviews & Ratings
    4.7 out of 5 stars 5,933 Ratings
    Company Website for BYDFi
  • Planview ProjectAdvantage Reviews & Ratings
    4.3 out of 5 stars 121 Ratings
    Company Website for Planview ProjectAdvantage
  • TradingView Stock Widgets Reviews & Ratings
    5.0 out of 5 stars 16 Ratings
    Company Website for TradingView Stock Widgets
  • Project Insight Reviews & Ratings
    4.5 out of 5 stars 122 Ratings
    Company Website for Project Insight
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios

What is Stock Portfolio Tracker?

The Stock Portfolio Tracker is an innovative platform tailored for long-term investors who prioritize accuracy and clarity in managing their finances. With a comprehensive database that spans over three decades of historical data, it allows users to track a wide variety of assets, such as stocks, ETFs, foreign currencies, cryptocurrencies, bonds, and mutual funds, across 85 exchanges and covering upwards of 250,000 holdings. The platform features advanced analytics and guarantees seamless integration of corporate actions like dividends and stock splits, thus providing users with dependable insights. Utilizing a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker effectively evaluates investment performance by reflecting the actual impact of cash flows over time. Moreover, it provides investors with powerful tools for assessing performance and enhancing their portfolios, leading to a more profound understanding of their financial results and a clearer perspective on their investments. In a world where investment strategies are constantly evolving, Stock Portfolio Tracker stands out as an invaluable asset for individuals aiming to refine their approach and reach their financial aspirations. This dedication to empowering investors makes the platform an indispensable tool in today’s dynamic financial landscape.

What is Collective?

Employing an exchange alongside Collective's exchange fund and a non-recourse exchange loan can greatly reduce the risks tied to holding a single stock, significantly boost your after-tax liquidity, and simplify the process when compared to a conventional stock sale. Unlike the traditional route of selling your stock, which involves the tedious tasks of finding a broker, securing a buyer, negotiating terms, and preparing requisite documents, an exchange loan presents a quick and efficient solution. The entire procedure can be completed online in just five minutes, making it an appealing option. Additionally, opting for a stock sale might lead to tax liabilities of up to 46% on your profits, whereas neither converting shares into the fund nor utilizing an exchange loan triggers capital gains taxes. Moreover, by transferring shares into the fund instead of selling, you can take advantage of the long-term growth potential offered by a portfolio of exceptional unicorns while still having access to liquidity when needed, thereby crafting a compelling investment strategy. This innovative approach not only increases financial flexibility but also supports long-term investment aspirations, making it a smart choice for savvy investors. Ultimately, this strategy allows for a balanced approach to both immediate needs and future growth.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$4.99 per month (annually)
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Stock Portfolio Tracker

Date Founded

2022

Company Location

United Kingdom

Company Website

stockportfoliotracker.app/

Company Facts

Organization Name

Collective Liquidity

Company Location

United States

Company Website

www.collectiveliquidity.com

Categories and Features

Categories and Features

Finance

Not specified

Popular Alternatives

Popular Alternatives

ATrad Reviews & Ratings

ATrad

Ironone Technologies
5.0 out of 5 stars
Portseido Reviews & Ratings

Portseido

5.0 out of 5 stars
Tiger Brokers Reviews & Ratings

Tiger Brokers

5.0 out of 5 stars
Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars