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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Fusio Portfolio, developed by Blockguard, is an innovative cryptocurrency investment platform that streamlines the management of digital assets for investors at any experience level. It offers a comprehensive dashboard that allows users to monitor, evaluate, and enhance their cryptocurrency portfolios seamlessly across various exchanges and wallets. By incorporating AI-powered insights, risk management tools, and automated portfolio rebalancing features, Fusio Portfolio assists users in optimizing their returns while navigating market volatility. This platform caters to both retail and institutional investors, making sophisticated investment strategies accessible to a broader audience. As a result, users are empowered to make well-informed investment decisions in the fast-paced and ever-changing world of cryptocurrencies. With its user-friendly interface and advanced functionalities, Fusio Portfolio stands out as a vital resource for modern investors seeking to thrive in the digital asset landscape.

Description

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

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Plaid No 
Yodlee No 

Integrations

Plaid Yes 
Yodlee Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support

For Professionals to manage and analyze client’s portfolios and share results: $299 per month
Free Trial Yes 
Free Version Yes 

Deployment

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

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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
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

BlockGuard

Founded

2022

Country

United Kingdom

Website

www.blockguard.org

Vendor Details

Company Name

Snowball Analytics

Founded

2022

Country

France

Website

snowball-analytics.com

Product Features

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 Yes 
Portfolio Rebalancing Yes 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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