Alternatives to Portseido

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

StockMaster was created in 1996. It has grown to be Australia's most popular portfolio management software. It is designed for investors who want to manage and generate tax reports. It features a unique trade record system that allows you to easily record and report trade activity and dividends within a portfolio. You can plot and execute ad-hoc queries on shares online, thanks to its online charting system and query system. StockMaster is more that a portfolio management tool. It also includes property management and cash book. This allows you to track your cash transactions, income, and expenses for investment properties. Real-time tracking of shares, managed funds and warrants, as well as options, CFDs, fixed interest, and other options. Analyze your dividend income cashflow, imputation credit over the next 12 months, as well as asset allocation in your portfolios.

The world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency.

Investing in the same stock with other shareholders is more reliable. Share your investment insights with other certified shareholders! All my investments from stocks to coins in one glance. Expected monthly dividends and analysis of all my assets at once! The Rich's backtesting engine allows you to simulate past data before investing. With just one click, you can compare your portfolio with the S&P 500 index.

Import and track any assets. Real-time analysis of your portfolio and trading. Exchange ideas with other like-minded members of the community. Add and track any asset, including stocks, ETFs and funds, crypto, DeFi investment, real estate, Angel investments, luxury collectibles and art, commodities and more. Use our dividend calendar for tracking cumulative payouts and to see future dividend forecasts. You can also view the growth rate of dividends over time. Find out when you will receive your payments and plan future cash flow. Find the best stocks to fit your dividend portfolio. Get detailed portfolio breakdowns by geography, industry and asset class. Track all the numbers you care about in one dashboard. Visualize your holdings with clear charts and adjust investment strategies based on intelligent data. Join our interactive community and share your ideas with other users. There's always something happening, whether it's polls or stock analyses.

Gain a unique view into your portfolio. Earnings and dividends, portfolios, screeners, news, and more. Track all of your assets with one portfolio. Stocks, ETFs and commodities. Over 100k assets around the globe. Watch your portfolio's value change in real-time. Dividend tracking has never been easier. Stock Events offers the most comprehensive data on dividends in the world. We estimate future dividends so that you never miss important events, and we alert you when the ex-dates are approaching. Stock Events integrates the timeline in your portfolio. Never again lose track of important dates. View dividends and earnings, ratings, dips in prices, price changes and more on your timeline. Get detailed information and receive notifications. Track stocks, crypto, commodities, ETFs and more. We provide the most current asset data from around the world.

Digrin is free dividend portfolio manager that provides dividend growth investors with a tool for tracking and managing their portfolio in real-time. Freemium model with most features available for free, and paid memberships for extra features or supporters. Your portfolio will include key statistics such as internal rate of return, yield on cost and more. Dividend reinvesting is possible for each stock and dividend. Dividends in the future can be set up to be automatically reinvested. A portfolio can be shared publicly. Check out a VR Finance portfolio. You can use a dividend-focused screener to filter stocks based on dividend yields, payout ratios, DGR3, DGR5, or sector. You can also limit the stocks that pay and raise dividends over a period of 5, 10, or 25. Simple tool for checking dividend yield every day. You will receive an email if your desired dividend yield has been met.

Stock Portfolio, Dividend tracker is an easy and very useful tool that allows stock market investors to keep track of their stock portfolios, dividends they receive from the stocks in which they have invested. Sign in with your Google account to backup your dividend data. Stock Dividend Tracker App will send you dividend issue notifications for each stocks issued in respective days so that the user can add stock count and dividends to the app.

JStock simplifies stock investment. JStock allows you to easily track your stock investments. It offers well-organized information on the stock market to help you choose your best investment strategy. Set stock alerts and watch stock prices. Watch stock prices and set up stock alerts. Insider transactions. Know who is buying and selling stocks. Stock market news. Financial health of companies. Quarterly and annual financial reports. Compare your financial ratios with those of other companies in the same industry. Portfolio summary chart. Annualized yield in a glance. Information on the company for stock analysis. Record dividends, buy, sell and transactions. JStock Desktop seamlessly integrates with JStock. Download JStock Desktop separately. Stock market alerts are sent when the price of the stock moves above or below the threshold. Stock technical analysis can be drawn on the chart. Stock portfolio summary chart is a great way to keep track of stocks.

DivTracker makes it easy to track your dividend income. View insights into your payouts and see all your portfolios in a single place. Visualize your annual and monthly dividends. DivTracker helps you visualize and track your dividend income. You don't need to manually add up your stock dividends or check your statements every day. With DivTracker you can view your entire portfolio, analyze your dividend income and view upcoming and projected dividend payouts. DivTracker will also keep you up to date with the latest news about companies that you own shares in. Your phone will send you notifications about key dividend events, such as payment dates. DivTracker can save you countless work hours when tracking your dividend income. This app is for dividend income investors that hold stocks to generate cash flow.

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Your smartphone will always show you the schedule for dividends and coupons. The value of the securities is updated daily, so you'll always know how much income you can expect from your investments. You can create a personal regular income, such as a salary, rental income, etc. The project team monitors market trends on a daily base and provides you with the latest data. Divplan allows you to keep up with the latest trends. Add the company to your Portfolio to receive all investment signals about it in your app. Dividend calculator to control your payment schedule. Market news and investing signals from Nasdaq. Frankfurt, Moex, London Stock Exchange.

All your financial information in one place. No more logging in to multiple websites. Our financial services connect with your financial institutions to simplify your financial life. We can save your transactions history, balances, and holdings. Wealthica provides a historical view of your net worth over time. This allows you to focus on the big picture and track your progress towards your financial, networth or retirement goals. Track stocks, ETFs and funds, as well as private investments, cryptocurrency, and other investments. You can keep track of your portfolio easily. Wealthica makes it easy and automated. You can create a budget and export it to Google Spreadsheet or Excel. Portfolio, rebalance with Passiv, report capital gains, income, or fees. These are just a few of the Wealthica power-ups. Wealthica is available both as a web app and as a mobile companion app for iOS and Android. Wealthica will ensure that you always have your net worth in hand.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Dividend Notebook allows you to view estimated dividends and other key information from a customized stock list. Easy to use! Enter a stock price and you will see a report organized at your fingertips. View all estimated dividend payout amounts. Based on the latest stock market data, you can find out when and how much your next dividend will be paid. Sort by dividend amount or capital, company name, shares, ticker symbol, number of stocks, or company name. View the payment history and forecast of the shares in the portfolio. The next dividend company, date and payment amount will always be visible. Review your investment portfolio based on payment frequency or stock sector. Receive notifications when dividends are due on shares in your portfolio. This app focuses on dividends and covers the US stock market, including stocks, ETFs and mutual funds. This handy stock tracker allows you to analyze your portfolio in a single glance!

Set your long-term investment goals and use our software for tracking your progress. You can try it risk-free for 30 days with a 30-day refund guarantee. Learn more about investing by using our free YouTube educational resources. Our stock research tool allows you to perform a thorough fundamental analysis. Track your investments and progress towards your goals. You can achieve financial freedom and your investing goals. A solid foundation of dividend-paying stocks will help you secure your financial future. Track multiple portfolios in one place. Upload or link US brokerages manually or automatically. Analyze your entire stock portfolio. Keep track of all your shares, both bought and DRIP. Calculate the true total return on dividend reinvestment. Calculate your projected annual dividend income, overall portfolio dividend yield, yield on cost and the effect of dividend reinvestment. Dividend income and yield metrics are available for each stock within your portfolio.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.

Financial professionals who listen and tools that deliver. You can get robust technology that works seamlessly with highly-skilled fee-based financial professionals in order to deliver a truly customized solution for you. Financial transparency is now more transparent than ever. Our financial professionals will help you create a Personal Strategy based on your unique goals and preferences. Then, they'll implement it into a portfolio which is tax optimized, minimizes risk and is regularly rebalanced in order to match your constantly changing situation. We can help you create a portfolio that is diversified around the things that you care about, whether you are looking for sophisticated financial management or more advanced investment solutions.

Robinhood believes that the financial system should work for everyone. We believe that investing should be done at your own pace and on your terms. We believe everyone should have equal access and use of financial tools. No matter how much money you plan to invest, there will be no account minimums nor commissions for buying or selling stocks, ETFs or options on Robinhood. Robinhood Crypto allows you to buy and sell Bitcoin, Ethereum and Dogecoin 24/7. You can manage your cryptos with confidence. Your coins and personal data are safe. You can immediately use the funds to purchase cryptocurrencies in Robinhood Crypto accounts when you make a deposit or sell investments in your Robinhood Financial brokerage.

The 22 Dividends App allows you to track DRIP transactions. This allows you to track your dividend growth more accurately. We show the BUY, SELL and DRIP transactions for each stock position in the chart. We also show your average share price. We support over 10,000 US stocks, ADRs, ETFs and other financial instruments. Dividend calendar gives you an overview of cashflows for each stock, month and year. Future values are forecast. The 22 Dividends App calculates the combined dividend performance and value gain performance.

Use a modern solution instead of a spreadsheet to track your dividend income. The Dividend Tracker lets you know exactly how much dividend income you can expect and when that money will be deposited into your brokerage account. Dividend payout calendar allows users to keep track of their dividend payments. You can easily see the amount you'll get paid, the date that you'll receive it, and the breakdown of the companies that are paying out. This is important for investors who depend on dividends to supplement or replace their income. Our dividend payout calendar allows users to easily plan their finances, and keep track of their investment income. Receive notifications as soon as a new dividend payment is announced or when a company cuts or increases their dividends. With our suite of tools and calculators, you can project your dividend income in the future and see your dividends grow over time.

The Intelligent Portfolio Tracker for Australian Investors. Instant access to our entire suite of investment portfolio tracking and analytics tools. Access on website & mobile app. You can add and analyze stocks and funds from the ASX NASDAQ & NYSE. To automatically update your portfolio with new trades and automate reporting on dividend income, use your account's customized email address.

Save time by tracking your dividends. You can also analyze your dividend income and view estimated and upcoming dividend payouts. Get the latest news about all companies. Track all your dividends automatically in one place. View all dividends and distributions from all stocks listed in the US. View and analyze dividends, ex-dividends, and more, for past, present, and upcoming stocks. Stay up-to-date with the latest stock news from multiple sources. As soon as the dividends are announced, you can see the actual income based on the current positions in your portfolio. Projected monthly income bar chart. Sector bar chart. Stock percentage pie chart. Dividend percentage pie chart. Ex-dividend Calendar. Set your dividend income goals, 52-week low/high bar, current yield, and yield on cost. - Bar chart of projected monthly dividend income

You can forget about complicated spreadsheets and data entry. You can easily track over 83100 stocks & ETFS within your dashboard. This is a convenient way to keep track of a portfolio, regardless of size, estimate future earnings, calculate diversification and stay up-to-date with all updates. A web-based advanced dividend calculator with many features. Calculate any stock under any scenario with just a few clicks. Every investor should know his dividend income. Smart investors are always looking for useful metrics to help them make the best decisions. All the information you need about your monthly dividends is available in one place, along with useful metrics that are automatically recalculated each 24 hours. Build your portfolio by buying and selling popular dividend stocks. Track all important metrics such as dividend yield, yield on cost, income from dividends, P/E ratio and more. Calculate dividend income as well as other metrics. Estimate your monthly income. Diversification of your dividend portfolio and keeping track.

Portfolio Trader, a stock portfolio tracking app for iPhone or iPad, provides detailed analysis of your share holdings as well as other investments. Portfolio Trader is a powerful portfolio manager that can also be used to track and analyze stock positions. It offers a variety Profit & Loss views as well as chart options.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

You can easily track and estimate your dividend income in one place. Be notified when dividends expire. Estimate dividend income one year in advance. Divide your holdings into multiple portfolios. Record shares to 8 decimal place. Our symbols cover UK and US listings, as well as European and other listings. Try us out by adding your portfolio. DiviTrack is a tool that helps you track your dividend stocks. We display market data from multiple sources against the portfolio data that you upload. We can then calculate metrics such as the yield on cost or estimated annual income and show you. We plan to add many more features in the near future. All stock prices are currently updated at 07:00 UTC using the previous close price. Dividends and prices will be adjusted to reflect splits. Currently, we do not support this. You can manually add each reinvestment by clicking on the Add Order button.

Purple Brick is a dividend tracking app which helps you to keep track of all your investments and dividend payments. Purple Brick is the perfect tool for any investor, whether you are a seasoned investor or a beginner. Our user-friendly interface, along with our robust features, will ensure that you never miss another dividend payment. Purple Brick allows you to easily add and track dividend-paying funds and stocks. Our app will take care of the rest. Just enter the ticker symbol, the number of shares that you own and our app does the rest. You can see all of your investments, including dividend rates, payout dates, and payment amounts, in one place. Our real-time updates will ensure you always have the latest information.

Dividend Tracker allows you to create several lists of stocks, and view their dividend history. Dividend payment history allows you to view a stock’s prospective yield and sort your list of stocks by name or yield. The app allows users to enter the number of shares they own for each stock, and view annual dividends as well as upcoming dividend payments. You can add notes and information about stock splits on the detail screen. If the stock categories are empty, you can delete them. Click on the list name in Settings->Manage Lists. A dialog will appear to delete it. A simple click will bring up a List Rename Dialog. Dividend Tracker displays the average dividend yield for each stock category. To turn on this feature, go to Settings.

Stock Rover is for all investors. Stock Rover is a must-have for all investors who use Yahoo Finance, MSN Money or the website of your brokerage company for investment research. Each feature we offer is built on demand from real investors like yourself. Stock Rover is an investment research and analysis tool that does more than what investors are used too from other equity research sites. Stock Rover is an advanced web platform that uses standard desktop software user interface conventions, such as right-click menus and resizable detachable and collapsable panel layouts. Stock Rover is powerful and functional while being easy to use and quick to learn. Stock Rover can also be used on smartphones, tablets, desktops, laptops and tablets. Our screening capabilities are unmatched at all price points. Stock Rover is a popular choice because of its powerful screeners, which can rank and find stocks.

Accounting firms offer stock portfolio accounting to clients with high net worth. This important, but labor-intensive function can be difficult to provide at a reasonable cost. Write-Up is the #1 selling stock portfolio software. Write-Up software streamlines and speeds up accounting processes for tracking, recording, and reporting stock transactions for holding corporations, trusts, and estates. Access to historical data and a simplified year-end process Write-Up allows you to close one year in each module and carry forward any open security positions in broker module to the next year. Both modules allow you to view previous years. Write-Up supports multiple currencies and the corresponding foreign currency entries to simplify investment management. Write-Up supports three types of transactions: bank transactions, broker transactions, and adjusting entries.

We have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest.

Dividend.com provides comprehensive dividend stock research in the form daily articles, data and ratings. Dividend.com was founded and is operated by Mitre Media II LLC. Dividend.com uses their proprietary DARS™, or Dividend Afvantage Rating System, in order to rank nearly 1,600 dividend paying stocks. Dividend stocks are rated using DARS (Dividend Afvantage Rating System), a proprietary rating system.

Our stock portfolio tracker makes tracking and analysis of all your investments easy. EquityStat is an easy-to-use investment portfolio application. It was created by investors for investors. EquityStat was founded on the old adage that "necessity, mother of invention". We discovered that the tools available to track, manage, and evaluate investments were not adequate. The brokerage firms' portfolio management tools were too complicated, did not have useful features, and were only geared towards buying and selling stocks. The Fortune 500 investment portfolio application was initially adequate, but over time, the useful features began to disappear. Other applications could only run on Windows computers, which meant that you could only access the portfolio management software from your computer.

Connect your brokerage account or import a spreadsheet to track your dividends, dividend safety, diversification and more. After a quick set-up, you will be able to see a detailed view of each holding, as well as a large picture of your accounts. This information is updated in real time, tailored for dividend investors, and available at your fingertips. You'll discover more the deeper you go. You're never more than a few clicks away from anything. You won't get lost in a slow, clunky, poorly organized site. Everything is neatly organized so you don't have to pull your hair out trying to manage your portfolio. Dividend Safety Scores™ are the core of our service. They provide investors with a window into dividend risk that can help them navigate these murky situations.

Claritus, a technology-driven private wealth management service, allows you to track, understand and take control your wealth from one place. Claritus believes that you should be able to see your assets and investments clearly and easily without needing a master's degree in finance. We understand that privacy and security are very important to you. That is why we adhere to the highest standards in data security and encryption. Claritus allows you to know that your data is only for your eyes with Claritus. Claritus allows you to access, track, and take full control of your portfolio from one interface. Claritus is your beacon of light in a confusing sea of apps, services and spreadsheets. It's easier than ever to get real-time data from over 17,000 global financial institutions, brokerages and other financial organizations. To automatically keep track your portfolio.

Be informed of dividend income, distribution dates, and custody accounts. Push messages will let you know when to expect which dividend. The app calculates your exact dividend amount and payment date after you enter the shares in your divTimer Depots. It also gives you a complete overview of your depots' income for the year. In the calculation, taxes, allowances and purchase data will be taken into consideration. The clearly designed calendar will help you keep track of the date and month of distribution, as well as the expected amount. The divTimer calendar allows you to see the exact date your companies will be paying you your dividend. Find your depot using the most important world indices. Easy creation of depots. Even odd fractions that run through savings plans can also be specified. DivTimer support is available to meet the needs of our customers.

Stock Portfolio Organizer allows you to manage your stock portfolio and track your investments in futures, shares, margin, CFDs, futures, and forex. It allows you to analyze gains, losses, and performance for all of your investments. It also supports multi currency support. Stock Portfolio Organizer supports EOD, Realtime, and Tick data feeds to allow you to track the performance of portfolio as market changes occur. Stock Portfolio Organizer can be extended in many ways by advanced users using a powerful JavaScript programming language. This allows you to create brokerage calculation formulas and position sizing calculators.

We are the preferred share trading software for large portfolio Australian investors. We are trusted by over 60,000 customers worldwide as the backbone to their businesses. StockMarket+ is your trusted partner. Get your risk-free trial now and say goodbye to tedious share tracking spreadsheets. Your portfolio and accountant both will be grateful. Australian investors can use Share Portfolio Management Software. StockMarket Plus is an all-in-one platform that tracks, records, and forecasts your shares and dividends. It also helps you manage property financials. The best share portfolio management software Australia has available. It's easy to manage your portfolio with over 15 professional reports, cash flow forecasting, automatic broker calculation, and the ability track and log your share history. No more complicated spreadsheets, simplify and automate the process.

How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.

It can be a time-consuming task to keep track of multiple investments and consolidate them in one place for easy access. Dion's intelligent Portfolio Tracker was created to help investors manage multiple asset classes through an easy-to-use online platform. Dion's Portfolio Tracking & Reporting tools are used by thousands of Indian investors and financial advisors to analyze and manage their investment portfolios across various asset classes such as equities and mutual funds, FDs and loans, real estate, derivatives and borrowings. Portfolio Tracker consolidates all investments automatically. This allows Investors and their RM to monitor their investments' performance with just a few clicks on all devices. It is accessible from anywhere, at any time. Intelligent, value-added reports such as transaction reports (date-, yearly or industry-wise), annualized return, etc.

Enjoy Tech. Enjoy Investing. No minimum deposit and no commissions. Smart tools for smart investing are available to everyone. Diversifying your portfolio using a wide range of investment products, including options, stocks, ETFs, ADRs, and ETFs. You can invest in thousands of companies with our trading tools and analytics. Options offer a strategic alternative for investing in equity. Diversify your holdings with the same ease as trading one stock. Webull Traditional, Roth, or Rollover IRAs can help you save for retirement. An individual brokerage account allows you to trade securities and assets. Webull supports extended hours trading. This includes pre-market (4:00 AM to 9:30 AM ET) as well as after-hours (4:00 PM to 8:00 PM ET). Webull offers intuitive and powerful advanced charts, multiple indicators and the premier Level 2 Advance (Nasdaq TotalView), to assist users.

Dividend payments are a good indicator of a company's health, growth and value. The best dividend spreadsheet doesn't look like a spreadsheet. Imagine a tool which updates automatically, sends alerts for dividends and shows future payments. TrackYourDividends is exactly what you need. Start With the TYD Dividsafety Score and dividend-focused analysis, you can feel confident that your income stream will be safe. Our comprehensive diversification tools, upcoming dividend calendar and future value tools will help you optimize your portfolio. Dividend safety score, yield history, payout rates, and a complete history of payments are all broken down. Visualize your favorite financial metrics and their history.

Passiv turns your brokerage account into a modern portfolio management tool. You can create your own index, invest and rebalance at the click of one button, and manage multiple accounts seamlessly. These partner platforms allow you to connect your accounts. If your platform is not listed, you can sign up for the mailing list to be notified of when it becomes available. Maintain your target allocation and build your portfolio. Passiv's "buy only" setting allows you to identify underweight assets in your portfolio. Passiv will calculate and execute trades to maintain a balanced portfolio. We will notify you when new cash or dividend payments are made, and we use their APIs to keep your information secure. This ensures you don't violate their terms & condition.

Track stocks, equity, ETFs and currencies on the stock market. Unlisted equity is also tracked. Manage your stock portfolios, and view performance over the years, using metrics such as realized and unrealized gains. Stock market news and news for every stock quote. You can choose which international markets you want to receive news from. Convert stock portfolios into one currency by using real-time exchange rates. Mix stock quotes and holdings of different stock markets, and display them using the currency of your choosing. Pie charts allow you to see the allocation balance for each stock in your portfolio. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.

With the combined power of AI/Automation, you can make your crypto investments easy. Our all-in one crypto platform provides many benefits to crypto traders and investors, allowing them to increase their crypto funds with minimal losses and risk. Our dynamic technical analysis tool is integrated into our platform to generate crypto signals. Tradingview powers our signals indicator. It reads multiple technical analyses to help you make the right buy and sell decisions. Our platform allows users to quickly swap cryptocurrencies with other coins, without having to move their funds to other exchange marketplaces. We offer instant swap options and the lowest conversion fees on the market. You can track your balances, overall panels and performance analytics from anywhere. You can view crypto prices in real time, get a detailed overview of your trading performance, and diversify your portfolio with smarter and more profitable trading decisions.

Beautiful and innovative website that is compatible with web view and mobile devices. Portfolios can be tested before publishing. Start with 5-year portfolio performance. Each portfolio should have a risk, name, description, and description. Add your disclaimer on the site. A questionnaire page is available to help customers find the right portfolio for them. All USA-based assets can be added to the portfolio. Assess the portfolio's performance over different time periods and change status to "visible" when it is done. Your prospects can share the URL of your TRobo website. As a trigger to encourage potential customers to visit your TRobo website, embed the preview portfolios widget.