What is Zenvesto?

Zenvesto functions as an all-in-one solution for monitoring investment portfolios and evaluating financial information, offering a user-friendly dashboard that showcases a comprehensive view of an individual's financial situation. Users can conveniently track a diverse range of assets, such as stocks, ETFs, and cryptocurrencies, across multiple portfolios while analyzing performance patterns, making comparisons with benchmarks, and obtaining insights related to allocation, diversification, and risk management all in a single interface.

The platform's essential features include health scoring for portfolios, spotting the top performers and underperformers, thorough monthly performance reviews, customizable watchlists, market insights, and extensive tools for stock research.

By converting scattered investment data into visually appealing and actionable insights, Zenvesto seeks to improve the portfolio management journey, empowering investors to make quicker and more informed choices. Moreover, its intuitive design is crafted to meet the needs of both beginner and seasoned investors, ensuring that everyone can benefit from its capabilities. Additionally, Zenvesto continues to evolve, incorporating user feedback to enhance functionality and user experience further.

Pricing

Price Starts At:
$8.99/month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

No integrations listed.
Similar Software to Zenvesto
eToro Reviews & Ratings
eToro
(31115 Ratings)
Engage in the trading of well-known cryptocurrencies and explore expertly curated investment portfolios. Join a thriving community of over 30 million traders to enhance your trading experience. With access to more than 30 of the most sought-after coins, you can create a well-rounded investment strategy. We prioritize your security and offer robust protection measures to ensure your peace of mind. Enjoy a transparent trading experience with no hidden costs. To refine your trading abilities, a virtual portfolio worth $100,000 is available for practice. Through eToro’s innovative CopyTrader feature, you can easily replicate the trades of successful investors. Simply choose a trader you wish to follow, specify an investment amount, and hit copy to trade alongside them. The user-friendly interface allows for effortless management of your cryptocurrency holdings. Utilize charts and advanced analytical tools to stay updated on market trends for each coin. Enjoy seamless integration with the eToro wallet for convenient transactions. With a solid reputation built over a decade, eToro is a trusted name in the fintech sector. Your funds are safeguarded by leading security measures, giving you confidence in your investments. We will never disclose your private information without your permission, ensuring your privacy is maintained. Additionally, funds held at eToro USA are FDIC insured, providing further reassurance that your cash remains secure and protected.
Learn more
Sharesight Reviews & Ratings
Sharesight
(546 Ratings)
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.
Learn more
StockMarketEye Reviews & Ratings
StockMarketEye
(6 Ratings)
StockMarketEye offers intuitive investment management software designed for both financial advisors and individual investors alike. With this platform, users can effortlessly monitor and manage all their investments in a centralized location, ensuring they stay informed about market trends and can access essential information for making sound investment choices. * Start quickly by importing your accounts directly from various brokerages. * Easily view prices, performance metrics, allocations, and a wealth of other important details. * Track the fluctuations in value of your investment portfolios over time. * Keep a vigilant watch on the securities that pique your interest. * Dive into historical price data for thorough analysis. * Companion applications are available for both Android and iOS devices. * Plus, it offers numerous additional features to enhance your investment strategy.
Learn more
Pro Stock Tracker Reviews & Ratings
Pro Stock Tracker
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.
Learn more

Screenshots and Video

Zenvesto Screenshot 1
Zenvesto Screenshot 1

Company Facts

Company Name:
Zenvesto
Date Founded:
2025
Company Location:
Canada
Company Website:
zenvesto.com
Edit This Page

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Zenvesto Categories and Features

Stock Portfolio Management Software

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

Zenvesto Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Staff Engineer
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The Portfolio Tracking Tool I Wish I Had Earlier

    Updated: Apr 21 2026
    Summary

    I got personal help during onboarding, and the process was smooth and easy. Within a few minutes, I was able to manage and track my investments. I have multiple portfolios, and I added them all successfully.

    Positive

    This is one of the best financial tracking tools I have used. I can track everything in one clean dashboard. I like the portfolio ranking score, the ability to add custom fields, and the monthly breakdown with benchmarks all laid out beautifully.

    Negative

    It seems they’re still new, but they’re eager to help. There was a stock I wanted to track that wasn’t on the platform, and they added it for me.

    Read More...
    Official Zenvesto Response
    Date: Apr 22 2026
    Thanks so much for the review, glad you liked it.
  • Reviewer Name: A Verified Reviewer
    Position: Operations Executive
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Portfolio health score on the dashboard is a great addition.

    Date: May 08 2026
    Summary

    Solid portfolio management software for investors who want both tracking and useful portfolio insights.

    Positive

    Beyond basic tracking, I like that Zenvesto gives more insight into performance, portfolio changes, and allocations. It feels more focused than generic finance apps, and I really like the portfolio health score and the monthly breakdown of my investments.

    Negative

    I would like deeper analytics on some stock page level.

    Read More...
    Official Zenvesto Response
    Date: May 08 2026
    Thanks so much for the thoughtful review! We’re glad to hear Zenvesto’s portfolio health score, allocation insights, and monthly investment breakdown are helping you go beyond basic portfolio tracking. Deeper stock-level analytics are definitely on our roadmap as we continue improving Zenvesto as a portfolio management and investment tracking tool. We appreciate your feedback and support!
  • Reviewer Name: A Verified Reviewer
    Position: Engineer
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Powerful benchmarks, and a very clean dashboard

    Date: May 01 2026
    Summary

    Overall, Zenvesto is a very solid investment portfolio tracker if you want a cleaner way to follow your portfolio, build watchlists, and compare performance against both market indexes and custom benchmarks.

    Positive

    What I liked most is that Zenvesto is not just a basic portfolio tracker. The dashboard is clean, the watchlist is excellent, and the portfolio views make it easy to understand what is happening. The benchmark feature was one of my favorite parts because it uses Time-Weighted Return (TWR), so comparisons are more useful. I could benchmark against the S&P 500, Nasdaq, or even a custom stock like NVDA, and having multiple benchmarks on the same chart made the feature even better.

    Negative

    so far so good but I would like to see yearly subscription with discounts, currently it’s monthly subscription.

    Read More...
    Official Zenvesto Response
    Date: May 08 2026
    Thanks so much for the detailed review! We’re happy to hear Zenvesto’s clean dashboard, watchlist, portfolio views, and TWR-based benchmarking are helping you track and compare your investments more clearly. Yearly plans with a discount are a great suggestion and something we’re considering as we continue improving our pricing options. We really appreciate your support and feedback!
  • Reviewer Name: A Verified Reviewer
    Position: Executive
    Has used product for: Free Trial
    Uses the product: Weekly
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Portfolio Tracker for Stocks and Crypto

    Date: May 13 2026
    Summary

    If you're looking for an easy, reliable way to track your stocks and crypto portfolio in one place, Zenvesto is absolutely worth trying.

    Positive

    Zenvesto completely changed how I manage my investments. Everything stocks, crypto, performance, allocation — is in one clean dashboard. No more switching between apps or updating spreadsheets manually. It's simple, fast, and actually enjoyable to use.

    Negative

    Broker syncing isn't available yet, but if you're a long-term investor, it honestly doesn't get in the way.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Junior Data Analyst
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Portfolio Tracking Tool for Modern Investors

    Updated: Apr 23 2026
    Summary

    Zenvesto is a promising and well-designed portfolio management tool. It simplifies investment tracking and provides valuable insights in one place. With more updates and growth, it has strong potential to become a top platform for investors. Highly recommended!

    Positive

    Easy-to-use and clean interface. Supports multiple asset types (stocks, ETFs, crypto).Helpful analytics and portfolio insights. All investments in one place .Good for both beginners and experienced users

    Negative

    Still a relatively new platform, so features are growing. Limited user community and reviews so far

    Read More...
    Official Zenvesto Response
    Date: Apr 27 2026
    Thanks a lot for the review <3, and yes we're in the early stages and activity developing. <3
  • Previous
  • You're on page 1
  • Next