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Description
Passiv transforms your brokerage account into an advanced tool for managing your portfolio. You can create a customized index, invest, and rebalance effortlessly with just a click, while also managing several accounts with ease. By linking your accounts from supported partner platforms, you can streamline your investment process. If your brokerage is not included in the list, consider signing up for our mailing list to receive updates on future integrations. Take control of your investments and maintain your desired allocation efficiently. With Passiv’s "buy-only" feature, you can quickly pinpoint underweight assets in your portfolio. It saves you time by automating the trade calculations and executions necessary for maintaining balance within your investments. Additionally, you will receive alerts whenever new cash or dividend payments are made or if your portfolio strays from its intended alignment. We collaborate directly with brokerages and utilize their APIs to ensure that your data remains secure, safeguarding your compliance with their terms and conditions. You'll appreciate the convenience and peace of mind that comes with using Passiv for your investment management needs.
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
No images available
Integrations
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
Integrations
Alpaca
Interactive Brokers
Kraken
Questrade
TD Ameritrade
Tradier
Unocoin
Wealthica
Zerodha
Pricing Details
$99 per year
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
Passiv
Founded
2017
Country
Canada
Website
passiv.com
Vendor Details
Company Name
Stock Portfolio Tracker
Founded
2022
Country
United Kingdom
Website
stockportfoliotracker.app/
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
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