Portfolio 360° 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.

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Pricing

Pricing Starts At:
$29.57/month
Pricing Information:
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

Integrations

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Company Details

Company:
Arincen
Year Founded:
2015
Headquarters:
United Arab Emirates
Website:
en.arincen.com/portfolio-tracker

Media

Play Video Candlestick chart with entry, stop-loss, and multiple take-profit levels. Candlestick chart with entry, stop-loss, and take-profit price levels. Candlestick price chart with entry price and stop-loss markers. Candlestick price chart with a marked stop-loss level.
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Product Details

Platforms
Web-Based
iPhone App
Android App
Types of Training
Training Docs
Customer Support
Live Rep (24/7)
Online Support

Portfolio 360° Features and Options

Portfolio 360° User Reviews

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