Average Ratings 1 Rating
Average Ratings 4 Ratings
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
The smarter way to monitor your cryptocurrency portfolio. Tookbox sends you a message every day via social media - WhatsApp, Facebook Messenger, Telegram, Viber, Line or Signal - to your phone. This will give you a snapshot of your crypto portfolio. This app is for those who want to keep an overview of their crypto without getting too involved with fancy apps and the like. It is web-based and requires only a few minutes to setup. Quickly and easily you'll receive your first test message via your phone. You can view reports about your coin sales as well as hypothetical coin sales showing profit or loss. Tookbox allows you to compare your crypto portfolio with a hypothetical portfolio that is entirely made up of Apple stock. This provides a benchmark of your coins against an established Nasdaq stock. Tookbox uses CoinMarketCap to provide real-time coin prices. Every coin's price can be found. It supports 20 fiat currencies. There is a free version with a subscription required to unlock features.
API Access
Has API
No
API Access
Has API
No
Integrations
Telegram
Yes
WhatsApp
Yes
Facebook Messenger
No
LINE
No
Signal
No
Stripe
Yes
Twilio
Yes
Viber
No
Integrations
Telegram
Yes
WhatsApp
Yes
Facebook Messenger
Yes
LINE
Yes
Signal
Yes
Stripe
No
Twilio
No
Viber
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.
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
Free
Free version with subscription required to unlock some features.
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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
No
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
Tookbox
Founded
2021
Country
Australia
Website
www.tookbox.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