List of the Best The Rich Alternatives in 2025
Explore the best alternatives to The Rich available in 2025. Compare user ratings, reviews, pricing, and features of these alternatives. Top Business Software highlights the best options in the market that provide products comparable to The Rich. Browse through the alternatives listed below to find the perfect fit for your requirements.
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Sharesight
Sharesight
Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions. -
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StockMaster
Supertech
Streamline your investments with powerful insights and tools.Since its inception in 1996, StockMaster has evolved into the leading investment portfolio management software in Australia. Designed specifically for investors who wish to streamline their investment oversight and tax documentation, it boasts a unique trade record feature that simplifies the recording and reporting of trade activities and dividends. Users can take advantage of its online charting and query functions, making it easy to visualize data and perform real-time inquiries related to their shares. StockMaster goes beyond basic portfolio management by integrating tools for cash flow and property management, enabling users to efficiently track daily financial movements and expenses tied to their investment properties. Additionally, the software provides real-time updates on a wide range of financial instruments, including shares, managed funds, and options. It also offers comprehensive analysis capabilities, allowing investors to forecast dividend income and examine imputation credits for the upcoming year, along with detailed insights into their asset allocation. With its extensive features, StockMaster equips investors with a robust platform that caters to multiple facets of their financial management strategies. This makes it an invaluable resource for anyone serious about managing their investments effectively. -
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JStock
Yocto Enterprise
Streamline your investments with powerful insights and alerts.JStock streamlines the investment process by enabling users to conveniently oversee their stock holdings. It compiles essential market information to help develop sound investment strategies. Users can monitor stock prices and create custom alerts, ensuring they remain updated. Additionally, JStock offers valuable insights into insider trading activities, shedding light on who is actively engaging in buying or selling shares. The platform keeps users informed with the latest stock market news and provides in-depth evaluations of a company's financial status, which includes both quarterly and yearly reports. Users can also compare financial metrics with peers in the same industry for a more comprehensive understanding. A portfolio summary chart gives a quick overview of annualized returns, while detailed company information supports extensive stock evaluation. Users can effortlessly log their buying, selling, and dividend activities. Moreover, JStock integrates seamlessly with JStock Desktop, which can be downloaded for free. Alerts can be customized to notify users when stock prices surpass or drop below predetermined levels. The platform also includes technical analysis tools for stocks on charts, as well as an excellent portfolio summary chart for efficient performance tracking. Collectively, JStock acts as a powerful resource for both beginner and experienced investors, enhancing their overall trading experience and providing essential tools for making informed decisions. With its user-friendly features, JStock continues to evolve to meet the dynamic needs of the investment community. -
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Portseido
Portseido
Empower your investments with comprehensive tracking and insights.Portseido is a comprehensive portfolio tracking tool that offers extensive analytics and visual representations of investment data. It features insights into historical performance, trade analysis, and asset allocations, complemented by in-depth analytics capabilities. With access to more than 70 stock exchanges, upwards of 20,000 cryptocurrencies, and various ETFs, it enables both international and global investors to consolidate their investment portfolios in a single platform. By doing so, it empowers users to monitor and manage their investments more effectively. Ultimately, our mission is to equip investors with a user-friendly resource that enhances their investment decision-making skills. -
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Snowball Analytics
Snowball Analytics
Optimize your investments with seamless global portfolio tracking.Snowball Analytics serves as a comprehensive portfolio tracking platform that generates in-depth reports regarding your dividends. By allowing users to connect their brokerage accounts, it ensures seamless and automatic updates, enabling the tracking of a vast array of stocks, funds, and cryptocurrencies globally. This platform is compatible with over 1,000 brokers spanning the US, Europe, the UK, and Asia, thus facilitating the monitoring of virtually any stock, ETF, or mutual fund found worldwide. Supporting all major stock exchanges, it also provides portfolio performance insights in more than 25 currencies. Additionally, Snowball Analytics is equipped with a variety of analytical tools tailored for dividend screening. These tools include rebalancing features, yield on cost calculations, customizable withholding tax options, and dividend ratings, as well as performance assessments that account for fees and dividends. Users can also engage in benchmarking, backtesting, and constructing and testing dividend portfolios using historical data to enhance their investment strategies. The combination of these features makes Snowball Analytics an invaluable resource for investors looking to optimize their portfolios. -
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Pro Stock Tracker
Pro Stock Tracker
Comprehensive investment tracking for confident portfolio management.Pro Stock Tracker is a sophisticated investment portfolio management tool designed for long-term investors who prioritize accuracy and comprehensive data analysis. Covering over 250,000 securities across 80+ global exchanges, the platform tracks a wide range of assets including stocks, ETFs, crypto, forex, and bonds. With its Money-Weighted Rate of Return (MWRR) calculations, Pro Stock Tracker offers a true representation of portfolio performance, factoring in dividends, corporate actions, and brokerage fees. Investors can automate their portfolio updates with dividend and corporate action tracking, and gain access to in-depth reports on sector diversification, risk analysis, and market trends. The platform also supports multi-currency reporting, enabling investors to manage portfolios in different currencies. With advanced filtering tools and easy-to-understand visual dashboards, Pro Stock Tracker simplifies the investment tracking process while providing key insights to help investors make smarter, data-driven decisions over the long term. -
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getquin
getquin
Master your investments with real-time analytics and community insights.Effectively oversee and manage various assets while simultaneously analyzing your trades and portfolio in real-time. Connect with a community of fellow investors to exchange insights and strategies. You have the capability to add and monitor a diverse array of assets such as stocks, ETFs, funds, cryptocurrencies, decentralized finance investments, real estate, angel investments, luxury items, art, commodities, and more. Leverage our dividend calendar to keep track of total payouts, anticipate future dividends, and evaluate trends such as year-on-year growth rates and dividend yields. Plan your future cash flows meticulously to determine the precise timing for your incoming payments. Identify top-performing stocks that meet your dividend investment objectives. Access in-depth insights into your portfolio with comprehensive breakdowns by geography, industry, and asset class, all conveniently available from one dashboard. Visualize your investments through insightful charts and fine-tune your strategies with smart data analytics. Engage in enriching discussions with other investors and take part in our vibrant investment community, where you can find continuous activity, including polls and stock analyses. This engaging platform promotes collaboration and the exchange of knowledge, significantly enriching your overall investment journey while also providing opportunities for networking and learning from experienced investors. -
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Kubera
Kubera
Seamlessly manage and monitor all your global investments.Explore the cutting-edge portfolio management tool that effortlessly handles both your traditional and cryptocurrency assets. This platform allows you to connect with a wide range of global banks and brokerages, ensuring your investments are neatly organized without hassle. You can either link your online brokerage accounts or enter individual stocks manually to keep an eye on their real-time values. Additionally, it provides access to current balances from your cryptocurrency wallets and exchange accounts, or you can input your coins to monitor your crypto portfolio's valuation in your chosen currency. Kubera supports integration with over 20,000 banks worldwide and utilizes advanced account aggregation technology, guaranteeing reliable connections to various online financial entities globally. Furthermore, you can evaluate the current value of your real estate using real-time market information from Zillow, which serves only the US market, and keep track of the estimated worth of your vehicles. Kubera also offers the capability to determine the market value of any domain names you own. With support for nearly all currencies, you can blend your Japanese Yens with Euros to create a detailed dashboard that presents their values in your local currency, giving you a comprehensive view of your financial situation. This integrated method of asset management not only simplifies the tracking process but also enhances your ability to make well-informed investment choices effortlessly. Ultimately, it equips you with the tools necessary to navigate the complexities of modern finance confidently. -
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Stock Events
Stock Events
Empower your investments with real-time insights and tracking.Discover a fresh perspective on your investment portfolio with a comprehensive suite of tools. Monitor earnings, dividends, and an extensive range of assets including stocks, ETFs, and commodities all in one centralized portfolio. With access to over 100,000 global assets, you can observe the real-time fluctuations in your portfolio's value. Dividend tracking has reached new heights in simplicity, as Stock Events delivers unparalleled insights into dividends worldwide. We proactively forecast future dividends, ensuring you stay informed about critical events, while notifying you as ex-dates draw near. The timeline feature within your portfolio helps you keep a close eye on significant dates, allowing you to view dividends, earnings, price changes, and more all in one place. Receive detailed information and timely alerts as you manage your investments across stocks, cryptocurrencies, commodities, ETFs, and beyond. Our platform is dedicated to providing you with the latest asset data, empowering you to make informed decisions in the dynamic world of finance. -
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Robinhood
Robinhood
Trade smarter with low fees and 24/7 support.Robinhood is a versatile investment platform designed to streamline managing a diverse portfolio that includes stocks, ETFs, options, and cryptocurrencies. Users gain access to intuitive trading tools that simplify strategy creation and market analysis, helping them navigate investments with confidence. The platform stands out by enabling crypto trading 24/7, supporting a wide range of popular coins such as Bitcoin, Solana, and Dogecoin. Members of Robinhood Gold enjoy additional perks like zero management fees on portfolios exceeding $100,000 and receive proactive portfolio management by seasoned professionals. Security remains a cornerstone, featuring multi-factor authentication, protection guarantees, and round-the-clock customer service to safeguard accounts from unauthorized access. In addition to brokerage and crypto services, Robinhood offers futures and cleared swaps trading, all within regulated environments. The platform also integrates spending accounts and credit cards, enhancing users’ financial flexibility. Educational resources are readily accessible, empowering investors to sharpen their skills while on the move. By combining low-cost access, expert insights, and robust security, Robinhood appeals to both novice and seasoned traders. Their broad suite of financial tools and products makes investing accessible, secure, and comprehensive in one place. -
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Digrin
Digrin
Empower your dividend growth journey with seamless management tools.Digrin serves as a complimentary portfolio management tool tailored for dividend growth investors, allowing them to monitor and manage their investments in real-time. It operates on a freemium model, offering most features at no cost, while also providing premium memberships for those who want additional functionalities or wish to support the platform. Users can track essential metrics, including internal rate of return and yield on cost. Each stock's dividends can be reinvested automatically, with settings available to manage future reinvestments seamlessly. Furthermore, users have the option to share their portfolios publicly, showcasing their investment strategies. A dividend-focused screener enables investors to filter stocks based on various criteria such as dividend yields, payout ratios, and growth rates over different time frames. Additionally, the platform allows users to focus on stocks that consistently pay and increase dividends over periods of 5, 10, or even 25 years. This straightforward tool simplifies the daily monitoring of dividend yields, and users will receive email notifications whenever their targeted dividend yield is reached, enhancing their investment experience. -
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Empower
Empower
Empowering your financial journey with personalized expert guidance.Skilled financial advisors who truly engage with clients, along with powerful tools, foster an effective partnership. By merging cutting-edge technology with seasoned fee-based finance professionals, we offer customized solutions that emphasize your unique requirements. Experience a new level of financial insight that surpasses what you've encountered before. Our dedicated team of financial specialists focuses on developing a Personal Strategy that resonates with your distinct aspirations and objectives, ensuring its implementation through a portfolio crafted to be tax-efficient, risk-aware, and adaptable to your changing situation. Whether you're seeking a variety of investment avenues or sophisticated financial management, our goal is to help you build a comprehensive portfolio that aligns with your values and priorities. Collectively, we can traverse the intricate landscape of financial planning to fulfill your dreams and ambitions. As we work together, you'll gain confidence in your financial journey. -
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Dividend Notebook
Baldwin Apps
Maximize your dividends with streamlined stock tracking insights!Dividend Notebook provides users with the ability to examine expected dividend distributions alongside crucial details from a tailored stock list. The platform boasts a user-friendly interface; by simply entering a stock quote, you can access a neatly organized report in no time. Users can readily view all projected payout amounts for dividend stocks, ensuring they remain updated on the timing and amount of their forthcoming dividend payments, complete with real-time stock market information. The application offers sorting options based on various parameters, such as dividend size, market capitalization, company name, share count, or ticker symbol. Furthermore, it allows you to monitor both the forecasted payments and the historical payment records for the stocks in your portfolio. Information on upcoming dividend-paying companies, along with their payment schedules and amounts, is prominently featured. You can also categorize your investment portfolio by payment frequency or sector, enhancing your analysis capabilities. To further assist in managing your investments, the app provides alerts for upcoming dividend payments related to your owned shares. This dividend-focused tool delivers in-depth insights into the US stock market, encompassing stocks, ETFs, and mutual funds, making it a crucial resource for quick and effective portfolio analysis. With this innovative application, you can experience seamless stock tracking while making well-informed investment decisions to optimize your financial growth! -
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Diversiview
LENSELL
Optimize your investments with powerful insights and strategies.Diversiview is an innovative cloud-based software designed for Portfolio Analysis and Optimization, enabling both individual and professional investors to enhance their portfolio performance significantly. This powerful tool equips users to compute essential portfolio metrics such as expected returns, volatility, Alpha, Beta, and the Sharpe ratio, providing a comprehensive view of their investments. Users can also access in-depth insights into investment diversification and examine the specific breakdown of assets, particularly ETFs, that constitute their portfolio. Furthermore, the platform offers four distinct strategies for optimizing asset allocation to meet various objectives, including creating portfolios with minimal risk, achieving optimal configurations, and identifying efficient positions along the Efficient Frontier. Additionally, Diversiview empowers investors to backtest their investment strategies against leading indexes, model portfolios, or other relevant benchmarks, ensuring they can make informed decisions. By utilizing this software, investors can better navigate the complexities of portfolio management and strive for improved financial outcomes. -
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MarketRisk
Dacris Software
Maximize investment success with tailored risk assessment solutions.What is the best way to distribute assets in your investment portfolio? MarketRisk simplifies this decision-making process by employing a distinctive algorithm that assesses the risk associated with each asset according to its present market value. By aligning the risk exposure of your portfolio with your individual risk tolerance, MarketRisk ensures that your investments remain within your comfort zone. You can select from a maximum of seven different investable assets, such as stock indices, precious metals, and bonds. Using your specified market price and risk tolerance, MarketRisk determines the optimal position size for each asset you choose. While MarketRisk is not a substitute for a financial advisor, it serves as a valuable research tool. Over the past five decades, the performance has averaged an impressive 16.3% annually. Each potential portfolio mix has been meticulously backtested from 1929 through 2020, providing a comprehensive view of potential outcomes. The data from the last fifty years of performance is thoroughly analyzed and presented for your consideration. -
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Dividend Data
Dividend Data
Achieve financial independence with precise investment tracking tools.Define your long-term investment goals and leverage our platform to effectively track your advancement. With a 30-day money-back guarantee, you can try our offerings without any financial commitment. Broaden your investing knowledge by exploring our free educational content available on YouTube. Utilize our advanced stock research tool to conduct thorough fundamental analysis, helping you assess your investments with precision. As you work toward fulfilling your financial ambitions, consistently monitor your investment performance. Achieving your financial dreams and securing financial independence is attainable. Establishing a strong base of high-quality dividend-paying stocks can significantly enhance your financial future. Seamlessly manage multiple portfolios in one place by either manually uploading your data or automatically linking your accounts from US brokerages. Perform detailed analysis on all your stocks while accurately logging shares purchased and those gained through dividend reinvestment plans (DRIPs). Determine your actual total returns from dividend reinvestment and automatically create forecasts for your annual dividend income, overall portfolio yield, yield on cost, and the advantages of reinvesting dividends. Furthermore, gain valuable insights into the dividend income and yield metrics for each stock in your portfolio, ensuring a well-rounded perspective on your investments. By harnessing these tools, you are not only tracking your progress but also equipping yourself with the knowledge to make savvy investment choices that pave the way for a thriving financial future, ultimately fostering both confidence and success in your investment journey. -
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Stock Dividend Tracker
Newsparkapps
Effortlessly track stocks and dividends for smarter investing.The Stock Portfolio and Dividend Tracker is an essential tool for stock market investors, allowing them to efficiently manage and oversee their stock holdings as well as monitor the dividends generated by their investments. Users can easily log in with their Google accounts to securely back up their dividend data with each update, ensuring their information is always safe. Furthermore, the application sends timely notifications about dividend payments for each stock on specified dates, making it easy for users to enter the quantity of shares owned and the dividends received per share directly into the system. This feature streamlines the tracking process and keeps investors well-informed about their financial gains. Overall, this app enhances the investment experience by providing a user-friendly interface and essential updates that benefit users' financial decision-making. -
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Divplan
Invest Trade
Stay informed, invest wisely, and boost your income!Now, you can conveniently view your dividend and coupon payment schedule right from your smartphone. Your security values are refreshed daily, ensuring you are always aware of the annual income generated by your investments. With this feature, you can create your own steady income streams, like earnings from a job or rental income from properties. The dedicated project team monitors market trends on a daily basis, providing you with timely updates directly on your device. Stay in the loop with the latest market changes using Divplan; all you need to do is add a company to your Portfolio to receive pertinent investment alerts directly through the app. Moreover, utilize the dividend calculator to effectively manage your payment schedule while staying informed about market news and investment signals from major exchanges such as Nasdaq, Frankfurt, Moex, and the London Stock Exchange. This holistic approach not only empowers you to make well-informed financial choices but also allows you to enhance your investment strategies. By staying engaged with the latest data and trends, you can navigate the financial landscape with greater confidence. -
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DividendNow
DividendNow
Streamline your dividend investments with comprehensive, real-time insights.Enhance the efficiency of your dividend management by keeping track of your income, evaluating potential returns, and being updated on company news and announcements. Effortlessly gather all your dividends within a single, user-friendly dashboard that incorporates data from every publicly traded stock in the US market. Obtain valuable insights into dividend distributions, critical ex-dividend dates, and historical performance for your stocks, encompassing those that are past, present, or on the horizon. Stay abreast of the latest stock news from multiple sources to remain aware of market fluctuations and trends. Receive timely notifications about impending dividend announcements, complete with income forecasts customized for your portfolio. Leverage visual tools such as a projected monthly income bar chart, a sector distribution bar chart, a stock allocation pie chart, a dividend yield pie chart, and a detailed ex-dividend calendar. Manage your investments in one easy-to-navigate location, while also keeping an eye on essential aspects like upcoming ex-dividend dates, income goals, and the 52-week high and low for your holdings, in addition to current yield and yield on cost metrics. This comprehensive strategy empowers you to maintain control over your dividend investments effectively, ensuring that you can make informed decisions as market conditions change. Furthermore, by having all this information at your fingertips, you can enhance your overall investment strategy and adapt to evolving market dynamics. -
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Passiv
Passiv
Elevate your investments effortlessly for optimal portfolio management.Passiv elevates your brokerage account into a sophisticated instrument for portfolio management. With just one click, you can craft a personalized index, invest, and effortlessly rebalance while managing multiple accounts seamlessly. By linking accounts from our supported partner platforms, you can optimize your investment strategy. If your brokerage isn't on our list, we encourage you to join our mailing list for updates on new integrations. Gain mastery over your investments and effectively maintain your target allocations. Thanks to Passiv’s "buy-only" feature, identifying underweight assets in your portfolio becomes a quick and simple task. The platform automates trade calculations and execution, saving you valuable time in keeping your investments balanced. Furthermore, you will receive notifications whenever new cash or dividends are deposited or if your portfolio diverges from its planned allocation. We work closely with brokerages and leverage their APIs to guarantee that your information stays secure, ensuring compliance with their regulations. You will find that utilizing Passiv for your investment management brings both convenience and a sense of security. Overall, Passiv not only simplifies the investing process but also empowers you to make informed decisions with ease. -
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Purple Brick
Purple Brick
Effortlessly track dividends and optimize your investment journey.Purple Brick stands out as the ultimate application for tracking dividends, allowing users to effectively oversee their investment portfolios and keep tabs on dividend income. It caters to both experienced investors and those just starting out, providing a user-friendly interface that makes organization straightforward and boosts your understanding of financial activities. With its efficient features, you can be confident that no dividend payments will slip through the cracks. The app simplifies the process of adding and tracking your dividend-earning stocks and funds; all you need to do is input the ticker symbol along with the share quantity, and Purple Brick manages everything else. You'll have a thorough overview of all your investments in one accessible place, displaying critical information such as dividend yield, payment timelines, and amounts received. Moreover, the app includes real-time alerts, keeping you updated with the most current information about your assets. This dedication to providing timely updates empowers you to make well-informed investment choices and optimize your financial growth, ensuring that you remain proactive in managing your wealth. -
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Marketlog
Myfxbook
Effortlessly track and compare your stock portfolios today!Marketlog is the result of a carefully crafted project that took two years to complete, spearheaded by the creators of Myfxbook.com, which is recognized as the premier forex portfolio service. Designed with a commitment to excellence, Marketlog aims to provide an exceptional user experience that reflects the insights gained over the past 15 years. This service is free to use, with optional paid plans available, enabling users to analyze and compare their stock portfolios effortlessly and automatically. Its user-friendly interface allows for seamless tracking of trading portfolios across a vast array of brokerages, boasting compatibility with over 10,000 platforms. Users can manage all their stock portfolios from a single dashboard and have the option to view the portfolios of other traders who choose to share theirs. With an investment exceeding $3 million dedicated to research and development, we are excited about the outcomes and trust you will appreciate them just as much as we do. We are also committed to continuously enhancing the service by regularly introducing new features! -
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22 Dividends
Stefan Warwas
Track dividends effortlessly with precise insights and forecasts!The 22 Dividends App enables users to monitor DRIP transactions effectively, enhancing the precision of dividend growth tracking. It provides a visual representation of BUY, SELL, and DRIP activities for each stock position through informative charts, along with displaying the average share price for each asset. Supporting more than 10,000 US stocks, ADRs, ETFs, and various financial instruments, the app also features a dividend calendar that outlines cash flows for every stock on a monthly and yearly basis. Additionally, it forecasts future values, offering insights into potential revenue. The 22 Dividends App seamlessly calculates both combined dividend performance and value gain performance, making it a comprehensive tool for investors. With its user-friendly interface, the app empowers users to make informed investment decisions based on accurate and timely data. -
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Stock Rover
Stock Rover
Revolutionize your investing with unmatched screening and analysis.Stock Rover distinguishes itself as a sophisticated investment research and analysis tool that far surpasses the capabilities of conventional equity research websites. Its screening functionalities are unmatched, attracting many users who are initially impressed by its powerful stock screening and ranking features. In the realm of comparisons, Stock Rover excels by providing evaluations of alternative investment choices that no other platform can offer. The system effectively calculates fair values and margin of safety, while also emphasizing crucial trends and scoring companies based on quality, growth, value, and sentiment. Users have the added advantage of tracking their investment performance with precise real-time updates by connecting their brokerage accounts for effortless portfolio management. Moreover, Stock Rover's charting features are above industry standards, enabling users to contrast screeners, portfolios, and benchmarks while also visualizing key fundamental metrics. This all-encompassing resource covers a variety of categories, including trading, stock analysis, charting, portfolio management, and screening, making it indispensable for dedicated investors. The platform's user-friendly interface further enhances the overall experience, ensuring that investors can navigate through its extensive features with ease. -
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DiviTrack
DiviTrack
Effortlessly manage and predict your dividend investments today!Effortlessly track and predict your dividend income through one comprehensive, no-cost platform. Get notifications regarding ex-dividend dates and forecast your dividend earnings for up to a year in advance. Manage your investments across various portfolios and accurately record share quantities with precision extending to eight decimal points. Our service supports stock symbols from the UK, US, European markets, and others. You can begin by adding your portfolio for free to explore what we offer. DiviTrack is tailored to help you effectively oversee your dividend stocks. By collecting market data from various sources and comparing it with your provided portfolio details, we can calculate essential metrics such as yield on cost and anticipated annual income. We are thrilled to announce that new features will be rolled out soon. Currently, stock prices are updated daily at 07:00 UTC, showcasing the previous day's closing price. Although dividends and prices are modified for stock splits, any reinvestments need to be entered manually by clicking the add order button. Our objective is to simplify the investment tracking process while continuously enhancing our platform's capabilities. With user-friendly tools and resources, we aim to empower investors to make informed decisions about their dividend portfolios. -
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Statmetrics
Statmetrics
Master your investments with comprehensive data and analysis tools.Enhance your comprehension of the risk-return dynamics associated with your investments. By leveraging a blend of thorough technical, fundamental, and quantitative analyses, you can make more informed investment choices. Statmetrics serves as an all-encompassing tool for portfolio evaluation and investment research. Tailored for Android mobile devices, Statmetrics offers seamless access to worldwide market data, timely news updates, and functionalities to track and evaluate markets, along with advanced charting and technical analysis capabilities. Additionally, it enables you to create and backtest diverse multi-asset portfolios while implementing strategies focused on optimizing portfolio risk and return. Furthermore, you can delve into the fundamental aspects of both portfolios and prospective investments for a more rounded investment strategy. -
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divTimer
divTimer
Effortlessly track dividends and optimize your financial future!Always keep track of dividend earnings, distribution schedules, and custody accounts, no matter where you are. Get real-time alerts about your dividend payments through push notifications, ensuring you're always informed of your earnings. Once you enter your shares into the divTimer app, it will precisely calculate the expected dividend amounts and payment dates, while offering a detailed annual summary of your portfolio’s income. These calculations take into account taxes, allowances, and your purchase history to provide a clear financial overview. Navigate effortlessly with the intuitive dividend calendar that showcases specific distribution dates and projected amounts. In the comprehensive section of the divTimer calendar, you can find the exact days when dividends will be paid out by your invested companies. Manage your portfolio from leading global indices and enjoy the hassle-free setup of new portfolios and stocks, including fractional shares from your savings plans. Moreover, our dedicated divTimer support team is available every day to help customers with any questions or needs they may have. This means that for anyone looking to manage their finances, the process has never been more efficient and user-friendly. You can now take control of your investments with confidence and ease. -
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AllInvestView
AllInvestView
"Effortlessly manage and optimize your diverse investment portfolio."AllInvestView serves as a sophisticated investment dashboard designed to simplify the oversight of your entire investment portfolio. This platform supports a diverse set of investment types, encompassing stocks, bonds, mutual funds, and cryptocurrencies, providing users with both a comprehensive summary and in-depth analytics. It features a dedicated fixed income module and automated dividend tracking, all presented through a user-friendly interface that enhances usability. What sets AllInvestView apart is its ability to manage a wide variety of asset classes, coupled with specialized tools for monitoring fixed income and yield performance. An efficient ticketing system is also integrated, allowing for quick adjustments and easy access to transaction details. Furthermore, the platform enriches investment strategies with sophisticated asset allocation tools, including efficient frontier analysis, which empowers users to optimize their portfolios. Looking ahead, planned upgrades will introduce tax reporting capabilities, making financial management even more seamless for users as they navigate their investment journeys. -
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Portfolio Trader
Purescope
Maximize your investments with powerful, real-time portfolio management.The Portfolio Trader app is a sophisticated tool designed for monitoring stock portfolios on both iPhone and iPad, providing in-depth analysis of equity investments and other assets. It functions as a powerful portfolio management solution and a stock tracking platform, enabling users to evaluate and oversee multiple portfolios in various currencies, complete with different perspectives on Profit & Loss and numerous charting capabilities. This application caters to both experienced traders and casual investors who are looking for effective ways to manage their stock trading and portfolio performance. Users can enjoy individual charts for each asset, which are viewable in full-screen mode and can be analyzed over multiple timeframes. It supports holdings in various currencies within a single portfolio and ensures quick currency conversions and aggregate totals are available at a glance. Moreover, the app automatically updates prices and pulls data from major stock exchanges to reflect current market conditions. Its capability to import and export portfolios from text files further enhances user experience, allowing for easier management of extensive investment sets. This makes Portfolio Trader an essential tool for anyone serious about optimizing their investment strategy. -
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Portfolio123
Portfolio123
Transform your investing journey with personalized, strategic planning.Adopt the perspective of a strategic investor by creating, refining, and implementing your personalized rule-based investment plans. Understand why both professionals and academics trust Portfolio123 for their investment needs. Experience a transformative approach to managing your accounts that you never thought possible. Each tool and feature you depend on has been creatively reimagined and greatly improved. Enjoy complimentary real-time quotes, access free investor analytics, manage multiple accounts with ease, place trades directly with your broker, and maintain a comprehensive log of your investment decisions. Leverage top-tier data, high-level quantitative tools, a flexible yet user-friendly workspace, a lightning-fast simulation engine, and the collective wisdom of an expert community. We are dedicated to changing the investment landscape for the better. Our mission is to enable individuals to invest in stocks, enhance their chances for exceptional returns, and live rewarding lives. Whether you prefer a passive "set it and forget it" strategy or wish to explore detailed concepts such as free cash flow and factor models, effective portfolio management should be within reach for everyone, regardless of their background or expertise. Ultimately, we aspire to create a more inclusive and rewarding investing environment that benefits all individuals seeking financial growth. Investing should not just be for the seasoned few but a journey that everyone can embark on with confidence.