Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
Description
Investors managing their own money across more than one market use PortfolioTrackr for stocks, ETFs, crypto, commodities, forex and futures on one screen. Coverage spans 100 exchanges and 100 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh.
Enter a position by voice, text, screenshot, CSV, or a broker connection. Each position carries its own target and stop loss, with profit and loss tracked per position and overall. Alerts fire on WhatsApp, Telegram, email or push when a target is reached.
Dividend forecasting, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reporting and short positions come standard.
No ads, no data resale, no algorithm recommending what to buy. A co-pilot, not an autopilot.
Native iOS and Android apps, plus a full web dashboard. Starts with a free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime option.
One dashboard, every position, clear decisions.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Alpha Vantage
Yes
Auth0
Yes
CoinTracking
Yes
Microsoft 365
Yes
Slack
Yes
Stripe
No
Telegram
No
Twilio
No
WhatsApp
No
Xignite
Yes
Integrations
Alpha Vantage
No
Auth0
No
CoinTracking
No
Microsoft 365
No
Slack
No
Stripe
Yes
Telegram
Yes
Twilio
Yes
WhatsApp
Yes
Xignite
No
Pricing Details
$1500/month
Free Trial
No
Free Version
No
Pricing Details
$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)
Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.
Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF)
Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios.
Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PortfolioShop
Founded
1998
Country
United States
Website
www.portfolioshop.com
Vendor Details
Company Name
PortfolioTrackr
Founded
2026
Country
United Arab Emirates
Website
portfoliotrackr.com
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
No
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
No
Wash Sale Detection
Yes
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
Yes
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No