Average Ratings 1 Rating
Average Ratings 0 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
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
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.
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