Average Ratings 0 Ratings
Average Ratings 1 Rating
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
Monitor and manage any type of asset effectively while analyzing your trades and portfolio in real time. Engage with a community of like-minded investors to share insights and strategies. You can add and keep track of a wide range of assets, including stocks, ETFs, funds, cryptocurrencies, decentralized finance investments, real estate, angel investments, luxury items, art, commodities, and much more. Utilize our dividend calendar to monitor total payouts, anticipate future dividends, and analyze trends like year-on-year growth rates and dividend yields. Strategize your future cash flows to pinpoint the exact timing of your incoming payments. Discover top-performing stocks that align with your dividend investment goals. Gain comprehensive insights into your portfolio with detailed breakdowns by geography, industry, and asset class, all accessible from a single dashboard. Visualize your investments with informative charts and refine your strategies using intelligent data insights. Participate in discussions with fellow investors and immerse yourself in our dynamic investment community, where there is always lively activity, including polls and stock analysis. This interactive platform fosters collaboration and knowledge sharing, enhancing your investment experience.
API Access
Has API
No
API Access
Has API
No
Integrations
Bitcoin
No
Charles Schwab
Yes
Coinbase
No
Ethereum
No
Fidelity
Yes
Interactive Brokers
Yes
Kraken
No
MetaMask
No
Robinhood
Yes
Trade Republic
No
Integrations
Bitcoin
Yes
Charles Schwab
No
Coinbase
Yes
Ethereum
Yes
Fidelity
No
Interactive Brokers
No
Kraken
Yes
MetaMask
Yes
Robinhood
No
Trade Republic
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
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
No
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)
Yes
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
getquin
Country
Germany
Website
www.getquin.com
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