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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Excellent serves as a comprehensive online operations platform tailored for upscale restaurant groups, integrating event sales and service along with staff training, marketing, and investor communication. The Excellent Events module facilitates lead management, proposal generation, electronic contracts, online payments, banquet event orders, scheduling for venues, menu and package options, guest access portals, and reporting across multiple locations. Meanwhile, Excellent Craft offers a range of staff training programs, including assessments, certifications, and a repository for compliance documentation. For marketing purposes, Excellent Marketing creates social media posts and guest emails informed by group event details, ensuring that all communications are subject to human review prior to distribution. Additionally, Excellent Partner aids in preparing financial projections and keeping investors updated with relevant company information. The platform also connects various locations and guest records while providing support in both English and Spanish on mobile and desktop devices. Importantly, all AI-generated messages must receive approval from a human before they are sent out, ensuring quality and accuracy in communication. This dual-layer of oversight not only enhances the reliability of the information shared but also fosters a more personalized interaction with clients and stakeholders.

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 Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Charles Schwab No 
Claude Yes 
Fidelity No 
Instagram Yes 
Interactive Brokers No 
Model Context Protocol (MCP) Yes 
Robinhood No 
Stripe Yes 

Integrations

Charles Schwab Yes 
Claude No 
Fidelity Yes 
Instagram No 
Interactive Brokers Yes 
Model Context Protocol (MCP) No 
Robinhood Yes 
Stripe No 

Pricing Details

$360/location/month
Monthly billing is $360 per location per month; annual billing is $3,600 per location per year ($300/month equivalent, billed yearly). All users are included, with no setup or per-user fees.
Free Trial Yes 
Free Version No 

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

Excellent AI LLC

Founded

2026

Country

United States

Website

beexcellent.ai

Vendor Details

Company Name

Arincen

Founded

2015

Country

United Arab Emirates

Website

en.arincen.com/portfolio-tracker

Product Features

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

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 

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