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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Gain a unique view into your portfolio. Earnings and dividends, portfolios, screeners, news, and more. Track all of your assets with one portfolio. Stocks, ETFs and commodities. Over 100k assets around the globe. Watch your portfolio's value change in real-time. Dividend tracking has never been easier. Stock Events offers the most comprehensive data on dividends in the world. We estimate future dividends so that you never miss important events, and we alert you when the ex-dates are approaching. Stock Events integrates the timeline in your portfolio. Never again lose track of important dates. View dividends and earnings, ratings, dips in prices, price changes and more on your timeline. Get detailed information and receive notifications. Track stocks, crypto, commodities, ETFs and more. We provide the most current asset data from around the world.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

Free
Free Trial No 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
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 Yes 
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

Stock Events

Country

Germany

Website

stockevents.app

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 

Alternatives

Alternatives