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Ratings and Reviews 13 Ratings
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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 Financial Modeling Prep?
We provide a complimentary stock API, along with historical data and financial statements APIs. Our financial statements are refreshed in real time, ensuring that every document is audited, standardized, and current. Our coverage extends to major exchanges including NYSE, NASDAQ, AMEX, EURONEXT, TSX, as well as indexes, ETFs, mutual funds, forex, and cryptocurrencies. Additionally, we strive to deliver comprehensive market insights for all types of investors.
Media
No images available
Integrations Supported
Quickwork
API Availability
Has API
API Availability
Has API
Pricing Information
$4.99 per month (annually)
Free Trial Offered?
Free Version
Pricing Information
$14 per month
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
Stock Portfolio Tracker
Date Founded
2022
Company Location
United Kingdom
Company Website
stockportfoliotracker.app/
Company Facts
Organization Name
Financial Modeling Prep
Date Founded
2016
Company Location
France
Company Website
financialmodelingprep.com/developer/docs/
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