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Description
The Ethos Universal Wallet Watchfolio allows users to effortlessly monitor a diverse range of cryptocurrencies, assess their performance, and synchronize their holdings, all through a user-friendly interface. During the setup of your Watchfolio, you can input your initial purchase price, enabling you to calculate your gains or losses based on current market trends relative to your entry point. The Watchfolio offers customization options, is easy to update, and simplifies the management of multiple portfolios, making it a highly efficient tool for investors. Additionally, you can create fantasy portfolios at the touch of a button, providing insights into the performance of various portfolio configurations. Below are the capabilities and advantages of the Watchfolio. We recognize that your digital assets may be stored in various locations; therefore, with Watchfolio, whether your assets reside on an exchange or within a secure paper wallet, you can effectively track everything in one central location. It serves as a portable portfolio tracker, enabling you to analyze, track, and gain insights from an ever-growing collection of cryptocurrencies. This comprehensive tool ensures that managing your digital assets is not only convenient but also educational, empowering you to make informed investment 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
API Access
Has API
Integrations
Google Sheets
Microsoft Excel
Passiv
Yahoo Finance
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$11.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ethos
Founded
2017
Website
www.ethos.io/watchfolio-tracking-your-crypto-on-the-blockchain
Vendor Details
Company Name
Wealthica
Founded
2015
Country
Canada
Website
wealthica.com
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
