Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Managing the performance of various investments and organizing them in one place for quick access can be a daunting and time-consuming task. Dion’s Portfolio Tracker offers an innovative solution that simplifies the management of investments across diverse asset classes through a user-friendly online platform. Currently, numerous investors and financial advisors in India rely on Dion’s tools for Portfolio Tracking and Reporting to efficiently oversee and analyze their holdings in areas such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically consolidates all investments, allowing both investors and their relationship managers to effortlessly monitor investment performance with just a few clicks, accessible across all devices from anywhere at any time. In addition, it provides insightful, value-added reports that include transaction summaries categorized by date, year, or industry, as well as annualized returns, enhancing the overall investment management experience for users. This comprehensive approach not only saves time but also empowers investors to make informed decisions regarding their financial futures.
API Access
Has API
No
API Access
Has API
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
Interactive Brokers
Yes
Robinhood
Yes
Integrations
Charles Schwab
No
Fidelity
No
Interactive Brokers
No
Robinhood
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
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Arincen
Founded
2015
Country
United Arab Emirates
Website
en.arincen.com/portfolio-tracker
Vendor Details
Company Name
Dion Global Solutions
Founded
1994
Country
India
Website
www.dionglobal.com/portfolio-tracker.html
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
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