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
StockFly enables you to monitor your investment portfolio using any currency, comprehend stock information with simplicity, and strategize your next actions within a secure, ad-free environment. Every transaction—whether a purchase, sale, or dividend—is adjusted according to the exchange rate applicable on that specific date, ensuring that the returns displayed reflect your genuine earnings. You can easily upload your historical data in one go, analyze money-weighted returns, benchmark your performance against various indexes and ETFs, and keep an eye on dividends after tax deductions. The Explorer feature allows you to assess trends, company valuations, financial health, risks, and the safety of dividends. Additionally, you can create hypothetical scenarios, establish target allocations, and generate tax summaries for exporting in PDF or Excel formats, making your investment management more comprehensive. Furthermore, StockFly supports users in making informed financial decisions by providing insights that are tailored to their specific portfolio needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Charles Schwab
Yes
Fidelity
Yes
Gemini
No
Google
No
Interactive Brokers
Yes
Microsoft Excel
No
Robinhood
Yes
Yahoo Finance
No
Integrations
Charles Schwab
No
Fidelity
No
Gemini
Yes
Google
Yes
Interactive Brokers
No
Microsoft Excel
Yes
Robinhood
No
Yahoo Finance
Yes
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
$0
The entire dashboard is free permanently, with no limit on the number of holdings. Portfolio tracking, money-weighted returns, automatic dividend recording net of withholding tax, benchmark comparison and the broker file import are all on the free tier.
Every new account gets 30 days of Pro with no card required.
Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.
Nothing is deleted or hidden when a trial or a subscription ends.
Every new account gets 30 days of Pro with no card required.
Pro is $4.99 per month or $49 per year (save 18%). Pro adds the year-end tax summary as PDF or Excel, target allocations, what-if scenarios, the plain-language insight cards in Explorer, the AI news brief, and the Value vs Invested and Winners & Losers reports.
Nothing is deleted or hidden when a trial or a subscription ends.
Free Trial
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Arincen
Founded
2015
Country
United Arab Emirates
Website
en.arincen.com/portfolio-tracker
Vendor Details
Company Name
StockFly
Founded
2026
Country
United Arab Emirates
Website
stockfly.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
Yes
Wash Sale Detection
No