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Description
DividendAtlas serves as a dedicated platform for dividend research and portfolio management, tailored specifically for retail investors across Europe.
Many existing dividend analysis tools cater primarily to American users, offering support that does not align with European brokerage services, focusing heavily on US dividend information, and utilizing tax and currency frameworks that are designed for US accounts. In contrast, DividendAtlas is intentionally crafted from a European perspective.
The platform offers a streamlined one-click portfolio import feature that connects seamlessly with brokers such as DeGiro, Trading 212, Interactive Brokers, and Nordnet, while also allowing for generic CSV imports from any other brokerage.
Each stock is assigned a Dividend Health Score that ranges from 1 to 99, taking into account factors such as payout sustainability, dividend coverage, balance sheet integrity, and historical dividend cut occurrences.
Additionally, users can assess the valuation of stocks by comparing fair value estimates with the company's own performance over the past five years.
Designed specifically for the European market, DividendAtlas operates in euros and accommodates transactions in nine different currencies.
Users can access a free plan that allows for the management of 25 holdings and one portfolio, complete with the entire suite of dividend features; for those requiring more, a premium plan is available at 7.99 EUR per month or 79.90 EUR per year, which includes unlimited holdings, comprehensive fundamental analytics, and the ability to export data via CSV.
Description
Portfolio 360° is a comprehensive online service designed for individual investors seeking to monitor their investment holdings and performance across various accounts. It effectively tracks a range of assets including stocks, ETFs, cryptocurrencies, and cash, and provides detailed insights into returns by categorizing them into realized and unrealized gains, dividends, fees, and taxes. Users have the flexibility to manually input transactions, import data from brokers via CSV or Excel, or link to supported brokerage accounts for seamless tracking. The platform features a suite of analytical tools such as performance charts, contribution and exit strategies, portfolio comparisons, and tax reporting, along with currency conversion capabilities for those managing multi-currency portfolios. Additionally, it offers price alerts and allows users to export portfolio information into PDF, Excel, or CSV formats. Accessible through a user-friendly web interface and mobile applications, Portfolio 360° supports both English and Arabic languages, making it an inclusive choice for diverse investors. Ultimately, this service empowers individual investors to make informed decisions by providing a clear overview of their investment landscape.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Charles Schwab
No
Fidelity
No
Interactive Brokers
No
Robinhood
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
Interactive Brokers
Yes
Robinhood
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$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
Yes
Free Version
No
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)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DividendAtlas
Founded
2026
Country
Netherlands
Website
dividendatlas.com
Vendor Details
Company Name
Arincen
Founded
2015
Country
United Arab Emirates
Website
en.arincen.com/portfolio-tracker
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
