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What is Volaren?

Volaren is a cutting-edge digital platform designed for personal investing that brings together brokerage accounts, enabling investors to analyze their assets, track changes in their portfolios, and investigate different stocks and investment opportunities. The platform incorporates an AI copilot that elucidates shifts in portfolios, responds to research-related queries, and translates investment concepts into tailored portfolio suggestions. Users have the flexibility to create AI agents that can handle routine tasks like portfolio rebalancing, tax-loss harvesting, and monitoring disclosures from public investors and funds. These agents can function with virtual funds or execute trades through connected brokerage accounts, adhering to user-defined budgets and trading criteria. Investors have the option to either approve trades manually or set automated actions within their established limits. Moreover, Volaren provides an extensive array of resources, including real-time market data, news updates, regulatory documents, portfolio analysis tools, backtesting functionalities, daily summaries, and text-based communication features, which collectively enhance the investing experience. Through its diverse range of offerings, Volaren aspires to equip individual investors with the tools they need to make well-informed investment choices while facilitating a more streamlined approach to managing their financial assets.

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

Charles Schwab
Fidelity
Robinhood
Alpaca
Binance
Coinbase
E*TRADE
Kraken
OANDA
Plaid
Public
Questrade
TradeStation
Trading 212
Vanguard
Wealthsimple
Webull
eToro
moomoo
tastytrade

Integrations Supported

Charles Schwab
Fidelity
Robinhood

API Availability

API Availability

Pricing Information

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version

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

Volaren

Date Founded

2026

Company Location

United States

Company Website

www.volaren.ai/

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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