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Ratings and Reviews 0 Ratings
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What is Vestiio?
Vestiio acts as a comprehensive portfolio management platform and an AI-powered analyst designed specifically for individual investors who hold stocks and ETFs across various brokerage accounts.
Users have the option to seamlessly link their US and Canadian brokerage accounts in a read-only mode through Plaid or to manually upload their statements if preferred. The platform offers valuable insights into time-weighted returns relative to chosen benchmarks, keeps track of dividend income, and provides a clear picture of portfolio composition, identifying duplicated companies, overlaps in ETFs, and actual sector distributions.
You can interact with the AI analyst, which is knowledgeable about your assets, notes, and investment strategies, offering feedback based on real-time market data. The Pro version includes a feature dubbed Radar, which delivers news notifications relevant to your holdings, while the Premium version introduces Scouts, enabling you to ask questions that Vestiio will validate weekly.
Research functionalities are extensive, featuring a stock screener that employs the V-Score, access to 13F filings from leading fund managers, and thorough market briefings. Furthermore, users can choose to share their portfolios privately or compete on a leaderboard with other investors.
Crucially, Vestiio functions solely in a read-only manner, refraining from any trading or financial transactions. All user data is securely stored in Switzerland, prioritizing privacy and data protection. You can start with a Demo that utilizes sample data without requiring a credit card, and subscription plans are available beginning at an affordable $19 per month, making Vestiio an invaluable tool for investors seeking in-depth insights and management capabilities for their portfolios. As a result, it caters to a wide range of investment preferences and enhances users' overall investment experience.
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.
API Availability
API Availability
Pricing Information
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
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
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Web-Based Support
Customer Service / Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Company Facts
Organization Name
Vestiio GmbH
Date Founded
2026
Company Location
Switzerland
Company Website
vestiio.com/en
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
Not specified
Categories and Features
Stock Portfolio Management
Not specified