Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Whether it's stocks, ETFs, crypto, commodities, forex or futures, PortfolioTrackr keeps it on one screen for people who manage their own money. It reaches 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh. Positions go in however suits you: say them, type them, screenshot a broker app, upload a CSV, or link a broker. Each one gets a target and a stop loss, with per-position and total profit and loss tracked. Alerts hit WhatsApp, Telegram, email or push when a target does. Also on board: dividend income forecasts, a benchmark check against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reports, and short position support. Native apps for iOS and Android, plus a full dashboard in a browser. Free for 3 days, then Starter is $9/month, Pro $19/month, or go Lifetime once. Every position, one dashboard, clear decisions.

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 

Screenshots View All

Screenshots View All

Integrations

Google Sheets No 
Microsoft Excel No 
Passiv No 
Stripe Yes 
Telegram Yes 
Twilio Yes 
WhatsApp Yes 
Yahoo Finance No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
Passiv Yes 
Stripe No 
Telegram No 
Twilio No 
WhatsApp No 
Yahoo Finance Yes 

Pricing Details

$9/month
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.

Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Trial Yes 
Free Version Yes 

Pricing Details

$11.99 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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 No 
Live Rep (24/7) No 
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

PortfolioTrackr

Founded

2026

Country

United Arab Emirates

Website

portfoliotrackr.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 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 

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