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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 Finnhub?

The leading stock API available in the market is revolutionizing access to financial information. It offers Real-Time RESTful APIs and Websockets for various financial instruments, including Stocks, Currencies, and Cryptocurrencies. Users can take advantage of free access to real-time stock APIs, along with institutional-quality fundamental data that can enhance investment strategies. Additionally, the service provides in-depth financial statements spanning over three decades for companies around the globe. For those interested in dividends, a thorough database covering 30 years is also accessible. A detailed directory of shareholders, including both individual and institutional investors, is available. The platform also features real-time notifications for earnings, historical earnings surprises, analyst price targets, and information on upgrades or downgrades. Moreover, it offers extensive data on ETFs and Indices, detailing profiles, holdings, industry exposure, and historical constituents. Users benefit from 25 years of historical information on the US market, continuously updated in real time. There is a direct connection to more than 10 forex brokers, and with a single API, access to over 15 cryptocurrency brokers is provided. Furthermore, the API includes support for precomputed technical indicators, levels of support and resistance, pattern recognition, and aggregated signals from technical indicators, making it a robust tool for traders and investors alike. Ultimately, this powerful API not only simplifies data access but also empowers users to make informed investment decisions.

Media

No images available

Media

Integrations Supported

NimbleBrain
Portfolio Performance

Integrations Supported

NimbleBrain
Portfolio Performance

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$50 per month per market
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

Finnhub

Company Location

United States

Company Website

finnhub.io

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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