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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 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.

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Integrations Supported

Integrations Supported

Charles Schwab
Fidelity
Interactive Brokers
Robinhood

API Availability

API Availability

Pricing Information

$4.99 per month (annually)
Free Version
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

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour 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

Arincen

Date Founded

2015

Company Location

United Arab Emirates

Company Website

en.arincen.com/portfolio-tracker

Categories and Features

Categories and Features

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