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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Forget the hassle of spreadsheets and intricate data entry; effortlessly monitor over 83,100 stocks and ETFs from your personalized dashboard. This user-friendly platform allows you to manage a portfolio of any scale, project future earnings, assess diversification, and remain informed about all relevant updates. It features a sophisticated online dividend calculator packed with impressive tools that enable you to evaluate any stock under various scenarios with just a few clicks! Understanding one's dividend income is essential for every investor, while astute investors seek additional key metrics to guide their decision-making process. All vital information regarding your monthly dividend income, along with essential metrics, is conveniently consolidated in one location and is automatically recalibrated every 24 hours. You can buy and sell popular dividend stocks, progressively enhancing your portfolio. Keep track of crucial metrics including dividend yield, yield on cost, P/E ratio, and much more, as you calculate your dividend income and other significant figures. This innovative tool not only helps you estimate your monthly dividend income but also facilitates diversification and effective monitoring of your dividend portfolio, ensuring you make informed investment choices.

Description

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy. The result: Teams can spend more time analyzing data than organizing it. Effective collection, no overhead PortCos offers automated data requests. No duplication of work when you use Docs and Forms to get metrics Dashboard to track requests status and data gaps Zero manual work No more copying and pasting from Docs into spreadsheets 100% accurate data extraction, no checks required Alerts sent automatically when key metrics change Track everything that Matters PortCo metrics can be captured. Track actuals and estimates Audit trails for tracking metric history and re-statements Create insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived Metrics across your Portfolio Benchmarking effectively with time-shifts

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Alpaca
DEGIRO
Fidelity
Interactive Brokers
Questrade
Robinhood
TD Ameritrade
TradeStation
Tradier

Integrations

Alpaca
DEGIRO
Fidelity
Interactive Brokers
Questrade
Robinhood
TD Ameritrade
TradeStation
Tradier

Pricing Details

$5.3 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dividend.watch

Website

dividend.watch/

Vendor Details

Company Name

Synaptic

Founded

2006

Country

India

Website

portfolioiq.ai/

Product Features

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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