Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Embrace the mindset of a strategic investor by developing, testing, and applying your own rule-based investment strategies. Discover why both industry experts and researchers place their confidence in Portfolio123. Transform your account management experience like never before. Every tool and feature you rely on has been innovatively redesigned and significantly enhanced. Take advantage of complimentary real-time quotes, utilize free analytical investor resources, manage several accounts seamlessly, place orders directly with your broker, and keep a detailed record of your investment choices. Benefit from the finest data available, professional-grade quantitative tools, an adaptable yet intuitive workspace, an exceptionally fast simulation engine, and insights from an expert community. We are committed to revolutionizing the investment landscape. Our vision is to empower individuals to invest in stocks, boost their potential for superior returns, and lead fulfilling lives. Regardless of the amount of time you wish to commit to your investment strategy—whether you prefer a "set it and forget it" approach or wish to delve into concepts like free cash flow and factor models—effective portfolio management should be accessible to everyone, regardless of their experience level. Ultimately, our goal is to make the world of investing more inclusive and rewarding for all.
Description
Manage your financial life effortlessly in a single location, eliminating the hassle of logging into various platforms. By connecting directly with your financial institutions, we streamline your financial management, allowing you to monitor your balances, holdings, and transaction histories with ease. Wealthica provides a comprehensive historical overview of your net worth's progression, enabling you to concentrate on the broader financial picture while keeping tabs on your goals, whether they relate to net worth, investments, or retirement. You can effortlessly track a diverse range of assets, including stocks, ETFs, funds, cryptocurrencies, and private investments, all without the usual complications. Wealthica automates the process, making it straightforward to maintain your portfolio. Additionally, you can create budgets, export data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance investments with Passiv, and generate reports on capital gains, income, or fees, among other features. These powerful capabilities are just a glimpse of what Wealthica offers. Available as a fully-featured web application and a mobile app for both iOS and Android, Wealthica ensures that your net worth is always accessible and at your fingertips, empowering you to take control of your financial future.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Google Sheets
No
Microsoft Excel
No
Passiv
No
Yahoo Finance
No
Integrations
Google Sheets
Yes
Microsoft Excel
Yes
Passiv
Yes
Yahoo Finance
Yes
Pricing Details
$9 per 21 days
Free Trial
No
Free Version
No
Pricing Details
$11.99 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
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
Portfolio123
Website
www.portfolio123.com
Vendor Details
Company Name
Wealthica
Founded
2015
Country
Canada
Website
wealthica.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