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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
Stock Portfolio Tracker is a cutting-edge platform designed specifically for long-term investors who value both precision and transparency in their financial management. Boasting an extensive database with over 30 years of historical data, it enables users to monitor a diverse array of assets, including stocks, ETFs, foreign exchange, cryptocurrencies, bonds, and mutual funds, spread across 85 different exchanges and encompassing more than 250,000 holdings. The platform offers sophisticated analytics and ensures effortless synchronization of corporate actions such as dividends and stock splits, thereby providing users with reliable insights. Employing an advanced Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker accurately assesses investment performance, capturing the true effects of cash flows over time. Additionally, the platform equips investors with robust tools for performance assessment and portfolio enhancement, allowing them to gain deeper insights into their financial outcomes and maintain a clearer view of their investment portfolios. Ultimately, Stock Portfolio Tracker is an essential resource for anyone looking to optimize their investment strategies and achieve their financial goals.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$4.99 per month (annually)
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
DividendAtlas
Founded
2026
Country
Netherlands
Website
dividendatlas.com
Vendor Details
Company Name
Stock Portfolio Tracker
Founded
2022
Country
United Kingdom
Website
stockportfoliotracker.app/
Product Features
Product Features
Stock Portfolio Management
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
Alternatives
No Alternatives
