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Average Ratings 8 Ratings
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Description
Establish your long-term investment objectives and utilize our platform to monitor your progress effectively. With a 30-day money-back assurance, you can explore our services without any financial risk. Enhance your knowledge about investing by accessing our complimentary educational materials available on YouTube. Perform comprehensive fundamental analysis using our robust stock research tool, enabling you to evaluate your investments thoroughly. As you strive to achieve your financial aspirations, keep track of your investments consistently. Attaining your financial goals and gaining financial independence is within reach. Building a solid foundation of high-quality dividend-paying stocks can greatly contribute to your future financial security. Effortlessly manage multiple portfolios in a single location by either manually uploading data or automatically linking your accounts from US brokerages. Conduct an in-depth analysis of all your stocks while keeping an accurate record of purchased shares and those accumulated through dividend reinvestment plans (DRIPs). Calculate your true total returns from dividend reinvestment and automatically generate projections for your annual dividend income, overall portfolio yield, yield on cost, and the benefits of reinvesting dividends. Additionally, gain insights into the dividend income and yield metrics associated with each stock in your collection, ensuring you have a comprehensive view of your investments. By utilizing these tools, you are not only tracking your progress but also empowering yourself to make informed investment decisions for a prosperous future.
Description
OnePortfolio is a powerful tool for investors to manage their portfolios across different platforms, offering a complete view of investments in stocks, ETFs, and cryptocurrencies. The platform provides detailed performance analysis, risk monitoring, and dividend tracking, helping users gain deep insights into their portfolio's health. Features like portfolio breakdowns, sector distribution, and dividend calculators ensure that investors can make data-driven decisions to optimize returns. The tool also supports easy import of data from popular brokers, streamlining portfolio management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$10 per month
Free Trial
Yes
Free Version
No
Pricing Details
$6 per month (annually)
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dividend Data
Founded
2020
Website
www.dividenddata.com
Vendor Details
Company Name
OnePortfolio
Founded
2025
Country
Switzerland
Website
oneportfolio.io
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
No
