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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

Vestiio serves as a portfolio management tool and AI-driven analyst tailored for individual investors who possess stocks and ETFs across multiple brokerage accounts. You can easily connect your US and Canadian brokerage accounts in a read-only format via Plaid, or you can opt to import your statements manually. Vestiio provides insights into your time-weighted returns in comparison to your selected benchmarks, tracks your dividend income, and reveals the actual composition of your holdings—highlighting duplicated companies, ETF overlaps, and the genuine distribution of sectors within your portfolio. You can engage with the AI analyst regarding your personal portfolio, which is aware of your assets, annotations, and investment strategies, offering responses informed by real-time market data. The Pro version includes a feature called Radar, which sends you news alerts related to your holdings, while the Premium version introduces Scouts, allowing you to pose questions that Vestiio will verify on a weekly basis. Research capabilities are robust, featuring a stock screener that utilizes the V-Score, access to 13F filings from prominent fund managers, and comprehensive market briefings. Additionally, you can share your portfolio privately or compete on a leaderboard with others. It's important to note that Vestiio operates in a read-only capacity, meaning it does not engage in trading or financial transactions. All data is securely stored in Switzerland, ensuring user privacy. You can begin with a Demo using sample data without the need for a credit card, and subscription plans start at a very affordable rate of $19 per month. This makes Vestiio a valuable resource for investors seeking detailed insights and management tools for their portfolios.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Interactive Brokers No 
Plaid No 
Stripe Yes 
Telegram Yes 
Twilio Yes 
WhatsApp Yes 

Integrations

Interactive Brokers Yes 
Plaid Yes 
Stripe No 
Telegram No 
Twilio No 
WhatsApp No 

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.
Free Trial Yes 
Free Version Yes 

Pricing Details

$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial Yes 
Free Version No 

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

Customer Support

Business Hours No 
Live Rep (24/7) No 
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

PortfolioTrackr

Founded

2026

Country

United Arab Emirates

Website

portfoliotrackr.com

Vendor Details

Company Name

Vestiio GmbH

Founded

2026

Country

Switzerland

Website

vestiio.com/en

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 

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

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