Alternatives to Snowball Analytics

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.

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.

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...

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.

XL Feeds, an Excel Add-In, displays in Excel real-time stock prices, fx rate and other market quotes from various providers – such as Yahoo Finance. The live quotes can be true real-time data or have a delay of up 15 minutes depending on the provider and market segment. It can also display historical data going back several decades, with a frequency that ranges from daily to minute. The XL Feeds Add-In does not operate as a SAAS. It is installed on the client’s computer and does not rely on external servers except to fetch the live quotes. Its operation is governed by a license, which can be purchased once and last for life.

Pro Stock Tracker offers a powerful solution for investors looking to track and manage their portfolios with precision. The platform supports a wide range of asset classes including stocks, ETFs, crypto, forex, and bonds, across 80+ global exchanges. Investors can rely on the tool’s advanced analytics, which go beyond surface-level price tracking by incorporating factors like dividends, corporate actions, and brokerage fees into performance calculations. Pro Stock Tracker also offers multi-currency support, automated dividend syncing, and a customizable dashboard for tracking key metrics, making it a one-stop solution for serious investors who want accurate and actionable insights to enhance their strategies.

Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location. Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

Monitor and manage any type of asset effectively while analyzing your trades and portfolio in real time. Engage with a community of like-minded investors to share insights and strategies. You can add and keep track of a wide range of assets, including stocks, ETFs, funds, cryptocurrencies, decentralized finance investments, real estate, angel investments, luxury items, art, commodities, and much more. Utilize our dividend calendar to monitor total payouts, anticipate future dividends, and analyze trends like year-on-year growth rates and dividend yields. Strategize your future cash flows to pinpoint the exact timing of your incoming payments. Discover top-performing stocks that align with your dividend investment goals. Gain comprehensive insights into your portfolio with detailed breakdowns by geography, industry, and asset class, all accessible from a single dashboard. Visualize your investments with informative charts and refine your strategies using intelligent data insights. Participate in discussions with fellow investors and immerse yourself in our dynamic investment community, where there is always lively activity, including polls and stock analysis. This interactive platform fosters collaboration and knowledge sharing, enhancing your investment experience.

Discover the ultimate modern portfolio tracker designed to manage all your assets seamlessly—both traditional and cryptocurrency. With the ability to connect to a multitude of global banks, brokerages, stocks, and currencies, you can keep your investments organized effortlessly. Link your online brokerage accounts or manually input individual stocks to monitor their current values in real-time. Access up-to-date balances from your cryptocurrency wallets and exchange accounts, or simply add your coins to keep tabs on your crypto portfolio's worth in your preferred currency. Kubera is compatible with over 20,000 banks across the globe and employs cutting-edge account aggregation technology, ensuring dependable connectivity to numerous online financial institutions worldwide. In addition, you can track the current value of your properties using real-time market data sourced from Zillow (available for the US only) and monitor the estimated market worth of your vehicles. Kubera also allows for the assessment of the market value of any web domain names you possess. Supporting almost every currency globally, you can combine your Japanese Yens with your Euros to create a comprehensive dashboard that displays their values in your local currency, providing you with a clear overview of your financial landscape. This holistic approach to asset tracking empowers you to make informed investment decisions with ease.

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.

Launched in 1996, StockMaster has transformed into Australia's top-selling software for managing investment portfolios. Tailored for investors aiming to simplify investment management and tax reporting, it features a distinctive trade record system that facilitates the easy documentation and reporting of trade activities and dividends within a portfolio. Its online charting and query capabilities enable users to plot data and conduct on-the-fly queries regarding shares effortlessly. Beyond mere portfolio management, StockMaster encompasses cash book and property management tools, allowing users to monitor daily cash flows, as well as their income and expenses related to investment properties, creating a comprehensive investment management solution. The software also offers real-time tracking of shares, managed funds, warrants, options, CFDs, fixed interests, and more. Furthermore, it allows for in-depth analysis of anticipated dividend income cash flow and imputation credits over the next year, as well as detailed asset allocation insights within your portfolios. With StockMaster, investors have access to an all-encompassing platform that addresses various aspects of their financial management needs.

Forget the hassle of spreadsheets and intricate data entry; effortlessly monitor over 83,100 stocks and ETFs from your personalized dashboard. This user-friendly platform allows you to manage a portfolio of any scale, project future earnings, assess diversification, and remain informed about all relevant updates. It features a sophisticated online dividend calculator packed with impressive tools that enable you to evaluate any stock under various scenarios with just a few clicks! Understanding one's dividend income is essential for every investor, while astute investors seek additional key metrics to guide their decision-making process. All vital information regarding your monthly dividend income, along with essential metrics, is conveniently consolidated in one location and is automatically recalibrated every 24 hours. You can buy and sell popular dividend stocks, progressively enhancing your portfolio. Keep track of crucial metrics including dividend yield, yield on cost, P/E ratio, and much more, as you calculate your dividend income and other significant figures. This innovative tool not only helps you estimate your monthly dividend income but also facilitates diversification and effective monitoring of your dividend portfolio, ensuring you make informed investment choices.

JStock simplifies the process of investing in stocks, allowing users to easily monitor their investments. It organizes crucial stock market data to assist in formulating effective investment strategies. Users can track stock prices and set personalized alerts, making it easier to stay informed. Additionally, JStock provides insights into insider transactions, revealing who is actively buying or selling shares. The platform also offers the latest stock market news and detailed analyses of a company's financial health, including both quarterly and annual reports. Users can compare financial ratios with other companies in the same sector for a broader perspective. A portfolio summary chart presents the annualized yield for quick reference, while comprehensive information about companies aids in thorough stock analysis. You can document your buy, sell, and dividend activities seamlessly. Furthermore, JStock integrates smoothly with JStock Desktop, which is available for free download. Users can set alerts to notify them when stock prices exceed or fall below specific thresholds. The tool also features stock technical analysis options on charts, along with an outstanding portfolio summary chart to monitor stock performance efficiently. Overall, JStock serves as a robust platform for both novice and seasoned investors to enhance their trading experience.

Collaborating with fellow investors who share the same stock interests enhances reliability in investment decisions. Engage in conversations with verified shareholders to obtain valuable insights on your investments! I can easily view all my investment assets, ranging from stocks to cryptocurrencies, along with the anticipated monthly dividends and asset analysis in one comprehensive overview. Take advantage of the backtesting engine offered by The Rich to simulate past data before committing your funds. Additionally, with a single click, you can evaluate the backtesting results of your portfolio against the S&P 500 market index, allowing for informed comparisons and strategic planning. This streamlined approach not only simplifies investing but also empowers you to make data-driven decisions.

Dividend Notebook allows users to explore projected dividend distributions along with essential information from a personalized stock list. It's user-friendly; simply input a stock quote and access a well-organized report right away. You can easily check all anticipated payout figures for dividend stocks, keeping you informed about the amount and timing of your upcoming dividend payments with real-time stock market updates. The platform enables sorting by various criteria, including dividend amount, capital, company name, number of shares, or ticker symbol. Additionally, you can track the payment forecast and historical payments for the shares in your portfolio. Upcoming dividend companies, their payment dates, and amounts are always prominently displayed. You have the option to review your investment portfolio categorically by payment frequency or stock sector as well. Stay on top of your investments with alerts for impending dividend payments for the shares you own. This dividend-centric application offers comprehensive insights into the US stock market, covering stocks, ETFs, and mutual funds, making it an invaluable tool for analyzing your portfolio quickly and efficiently. Enjoy the benefits of seamless stock tracking and informed decision-making with this innovative app!

Forget about the cumbersome spreadsheet and embrace a contemporary method to monitor your dividend earnings. The Dividend Tracker provides a clear overview of your expected earnings and the timing of those funds hitting your brokerage account. With our dividend payout calendar, users can effortlessly manage their upcoming payments and see detailed information about the amounts, payment dates, and the companies responsible for the payouts. This tool is essential for investors who depend on dividends as either a main source of income or a supplementary one. By utilizing our calendar, you can effectively organize your finances and maintain an accurate picture of your investment income. Receive timely notifications for new dividend announcements, as well as updates regarding any increases or reductions in dividends from companies. Additionally, our range of calculators and tools allows you to forecast your future dividend income and observe the compounding effects over time, ultimately helping you to make informed financial decisions. This comprehensive approach ensures you are always in the know about your investments and can adjust your strategies accordingly.

Establish your long-term investment objectives and utilize our platform to monitor your progress effectively. With a 30-day money-back assurance, you can explore our services without any financial risk. Enhance your knowledge about investing by accessing our complimentary educational materials available on YouTube. Perform comprehensive fundamental analysis using our robust stock research tool, enabling you to evaluate your investments thoroughly. As you strive to achieve your financial aspirations, keep track of your investments consistently. Attaining your financial goals and gaining financial independence is within reach. Building a solid foundation of high-quality dividend-paying stocks can greatly contribute to your future financial security. Effortlessly manage multiple portfolios in a single location by either manually uploading data or automatically linking your accounts from US brokerages. Conduct an in-depth analysis of all your stocks while keeping an accurate record of purchased shares and those accumulated through dividend reinvestment plans (DRIPs). Calculate your true total returns from dividend reinvestment and automatically generate projections for your annual dividend income, overall portfolio yield, yield on cost, and the benefits of reinvesting dividends. Additionally, gain insights into the dividend income and yield metrics associated with each stock in your collection, ensuring you have a comprehensive view of your investments. By utilizing these tools, you are not only tracking your progress but also empowering yourself to make informed investment decisions for a prosperous future.

OnePortfolio is a powerful tool for investors to manage their portfolios across different platforms, offering a complete view of investments in stocks, ETFs, and cryptocurrencies. The platform provides detailed performance analysis, risk monitoring, and dividend tracking, helping users gain deep insights into their portfolio's health. Features like portfolio breakdowns, sector distribution, and dividend calculators ensure that investors can make data-driven decisions to optimize returns. The tool also supports easy import of data from popular brokers, streamlining portfolio management.

The Stock Portfolio and Dividend Tracker serves as a straightforward yet invaluable resource for investors in the stock market, enabling them to monitor their stock portfolios and the dividends they receive from their investments. By signing in with a Google account, users can ensure that their dividend information is securely backed up with every update. Additionally, the app provides notifications regarding dividend issuances for each stock on the designated days, allowing users to conveniently input the number of stocks held and the dividends per share directly into the application. This functionality not only simplifies tracking but also helps investors stay informed about their earnings.

DivTracker offers a seamless solution for monitoring your dividend income effortlessly. You can access insights about your payouts, manage your portfolios all in one central location, and visualize both your annual and monthly dividends with ease. As a top-tier dividend tracker, DivTracker eliminates the hassle of manually calculating stock dividends or constantly sifting through statements. Instead, you can conveniently view your entire investment portfolio, analyze your dividend earnings, and keep track of both upcoming and projected payouts. Additionally, DivTracker ensures you stay informed with the latest news regarding the companies in which you hold shares. Your device will provide timely notifications about significant dividend events, including payment dates. Ultimately, DivTracker is designed to save you a significant amount of time when managing your dividend income portfolio, making it an essential tool for investors focused on cash flow from their stocks. This app is particularly beneficial for those who prioritize dividend income in their investment strategy.

The 22 Dividends application enables users to monitor their DRIP transactions effectively. By doing so, it enhances your ability to assess your dividend growth performance more accurately. For each stock position, we provide a chart that details your BUY, SELL, and DRIP transactions. Additionally, we visualize your average share price, offering further insights into your investments. With support for over 10,000 US stocks, ETFs, and ADRs, the app caters to a wide range of investment options. The dividend calendar supplies a comprehensive overview of cash flow for every stock throughout the year. Future projections of values are also included, allowing for better financial planning. Furthermore, the 22 Dividends app computes the overall dividend yield and value gain performance, giving you a complete picture of your investment progress.

Easily monitor and forecast your dividend earnings in one centralized, free platform. Receive alerts for ex-dividend dates and project your dividend income up to a year ahead. Organize your investments using multiple portfolios, and document shares with precision down to eight decimal points. Our platform includes symbols for UK, US, European, and various other markets. Start by adding your portfolio at no cost to experience our services. DiviTrack is designed to assist you in managing your dividend stocks effectively. We gather market information from diverse sources and juxtapose it with the portfolio data you provide, allowing us to compute important metrics like yield on cost and projected annual income. We are excited to introduce additional features in the near future. Currently, stock prices are refreshed daily at 07:00 UTC, reflecting the previous close price. While dividends and prices are adjusted for splits, reinvestments must be added manually by selecting the add order button. Our goal is to make tracking your investments as seamless as possible while expanding our offerings.

From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.

The Smart Portfolio Manager Designed for Australian Investors. Gain immediate access to our comprehensive range of tools for tracking, analyzing, and reporting on investment portfolios. You have the ability to incorporate as many as five different portfolios into your account, which can be accessed via both our website and mobile application. Effortlessly add and evaluate stocks and funds from various exchanges, including the ASX, NASDAQ, and NYSE, among others. Additionally, utilize a personalized email address linked to your account to automatically refresh your portfolio with new trades and streamline the reporting of dividend income, ensuring you stay updated with minimal effort. This innovative platform simplifies the management of your investments, making it easier than ever to optimize your financial growth.

Streamline your dividend management by monitoring your income, analyzing potential earnings, and staying informed about company updates and announcements. Effortlessly consolidate all your dividends in a single dashboard, featuring data from all publicly traded stocks in the US market. Gain insights into dividend payouts, ex-dividend dates, and historical data for your stocks, whether they are past, present, or upcoming. Access the latest stock news from various sources to keep yourself informed about market movements and trends. Be alerted to upcoming dividend announcements promptly, with income projections tailored to your specific portfolio. Utilize visual aids such as a projected monthly dividend income bar chart, sector distribution bar chart, stock allocation pie chart, dividend yield pie chart, and a comprehensive ex-dividend calendar. Keep track of your investments in one convenient location while also monitoring important details like upcoming ex-dividend dates, setting income targets, and reviewing your holdings' 52-week high and low, alongside current yield and yield on cost metrics. This holistic approach ensures you are always in control of your dividend investments.

Purple Brick is the premier app designed for tracking dividends, enabling you to efficiently manage your investment portfolio and monitor dividend payments. Suitable for both seasoned investors and newcomers, Purple Brick provides an intuitive platform that simplifies organization and enhances awareness of your financial activities. With its streamlined features, you can rest assured that you won’t overlook any dividend disbursements. The app allows you to effortlessly add and monitor your dividend-generating stocks and funds; just enter the ticker symbol and the quantity of shares, and Purple Brick takes care of the rest. You will gain a comprehensive view of all your holdings in one convenient location, showcasing details such as the dividend yield, payment schedule, and amount received. Additionally, our app offers real-time notifications, ensuring that you are always equipped with the latest information regarding your investments. This commitment to timely updates empowers you to make informed decisions and maximize your investment potential.

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

Plainzer is an intuitive tool that helps investors manage and monitor their dividend portfolios. It offers real-time analytics, tracks dividend payments, and provides detailed insights to help users maximize their returns. Investors can stay informed with customizable dashboards and alerts about upcoming payments and performance of their portfolios. Plainzer simplifies your portfolio management so you can stay on top of income strategy, whether you're an experienced investor or just getting started.

Manage your financial life effortlessly in a single location, eliminating the hassle of logging into various platforms. By connecting directly with your financial institutions, we streamline your financial management, allowing you to monitor your balances, holdings, and transaction histories with ease. Wealthica provides a comprehensive historical overview of your net worth's progression, enabling you to concentrate on the broader financial picture while keeping tabs on your goals, whether they relate to net worth, investments, or retirement. You can effortlessly track a diverse range of assets, including stocks, ETFs, funds, cryptocurrencies, and private investments, all without the usual complications. Wealthica automates the process, making it straightforward to maintain your portfolio. Additionally, you can create budgets, export data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance investments with Passiv, and generate reports on capital gains, income, or fees, among other features. These powerful capabilities are just a glimpse of what Wealthica offers. Available as a fully-featured web application and a mobile app for both iOS and Android, Wealthica ensures that your net worth is always accessible and at your fingertips, empowering you to take control of your financial future.

At Robinhood, our philosophy is that the financial system should be accessible to all individuals. This principle drives us to develop products that empower you to invest at a pace and on terms that suit you best. We are committed to ensuring that everyone has equitable access to financial resources. No matter the amount you plan to invest, you will encounter no account minimums or commissions when trading stocks, ETFs, or options on our platform. Additionally, with Robinhood Crypto, you can engage in buying and selling Bitcoin, Ethereum, Dogecoin, and a variety of other cryptocurrencies around the clock without incurring any fees. We prioritize your security, ensuring your digital assets and personal data are safeguarded. Funds from deposits or sales in your Robinhood Financial brokerage account are instantly accessible for cryptocurrency purchases within your Robinhood Crypto account, providing seamless investment opportunities. This commitment to accessibility and security underlines our mission to transform the financial landscape for everyone.

Introducing the ultimate accounting software for trading preferred shares, tailored specifically for Australian investors with substantial portfolios. With a user base exceeding 60,000 globally, we serve as a reliable foundation for their investment endeavors. Experience the assurance of StockMarket+ and start your risk-free trial now, freeing yourself from the hassle of tedious share tracking spreadsheets. Your investment portfolio and accountant will surely appreciate the transition. Designed by Australian investors for their peers, StockMarket Plus is a comprehensive platform that enables users to track, record, and forecast their shares and dividends while also managing property finances. Discover the premier share portfolio management software available in Australia. Benefit from a selection of more than 15 professional reports, cash flow forecasting, automatic brokerage calculations, and the capability to meticulously log your share history, making it easier than ever to gain control over your investments. Streamline and automate your investment management process without the chaos of unwieldy spreadsheets, and unlock the potential of your financial portfolio today.

A company's dividend distributions serve as an important indicator of its financial well-being, growth potential, and overall market value. The most effective tool for managing dividends isn't just a regular spreadsheet; envision a dynamic platform that refreshes on its own, provides alerts for dividend announcements, and outlines projected payments. This description perfectly encapsulates what TrackYourDividends offers. By utilizing the TYD Dividend Safety Score alongside in-depth dividend research, you can feel secure about the stability of your income stream. Our extensive analysis of diversification, a calendar for upcoming dividends, and tools designed for forecasting future value empower you to examine and enhance your investment portfolio. Additionally, you can delve into the specifics of the TYD Dividend Safety Score, review yield trends, assess payout ratios, and explore a complete history of payments. Furthermore, visualize essential financial metrics and gain insights into the historical performance of various fundamentals. Overall, TrackYourDividends is designed to simplify and optimize your dividend investment strategy.

The Dividend Tracker application enables users to create various stock lists while also offering a view of their dividend payment history. Users can assess a stock's potential yield based on its past dividend payments and have the capability to organize their stock lists either by name or yield. Additionally, the app allows for the input of the number of shares owned for each stock, providing insights into annual dividends and upcoming payment schedules. On the detail screen, users can also input information about stock splits and add personal notes for each ticker symbol. If a stock category is empty, it can be removed from the list. To delete a list, navigate to Settings -> Manage Lists and perform a long click on the desired list name, which will prompt a List Delete dialog. A simple click on the list name will bring up a List Rename dialog for easy adjustments. Furthermore, Dividend Tracker can calculate and display the average dividend yield for each stock category, a feature that can be activated in the Settings menu. This comprehensive functionality helps investors stay organized and informed about their investments.

Our investment portfolio tracker simplifies the process of monitoring and evaluating your financial assets all in one convenient location. EquityStat stands out as an effective and user-friendly application designed specifically for investors. Created by individuals who understand the needs of investors, its inception was inspired by the principle that necessity drives innovation. We realized that the available options for tracking, managing, and assessing investments fell short of expectations. Brokerage firms' portfolio management tools were often too complex, lacked essential functionalities, and were primarily focused on facilitating stock trading rather than comprehensive investment analysis. Initially, a certain Fortune 500 investment portfolio application met our needs, but over time, it inexplicably lost several valuable features. Additionally, many competing applications were restricted to Windows operating systems, limiting access to investment portfolios solely from the computers that hosted the management software. With EquityStat, you can enjoy seamless access to your portfolio from any device, ensuring that you stay informed about your investments anytime, anywhere.

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.

Link your brokerage account, upload a spreadsheet, or manually enter your holdings to monitor your dividend earnings, assess dividend security, evaluate diversification, and much more. With a prompt setup, you gain an expansive overview of all your accounts alongside comprehensive information on each investment—constantly refreshed in near real-time, specifically designed for dividend investors, and all easily accessible with remarkable precision. As you explore further, you'll uncover even more features, with everything just a click or two away, ensuring you won't wander through a cumbersome, sluggish, or disorganized site. The interface remains clean and orderly, allowing you to manage your portfolio without frustration. Central to our offerings, Dividend Safety Scores™ equip investors with predictive insights into dividend risks, helping you steer through challenging scenarios with confidence. This streamlined approach not only enhances your investment experience but also empowers you to make informed decisions effortlessly.

Monitor various assets including stocks, equities, funds, ETFs, currencies, and even unlisted equity in the financial market. Effectively manage your investment portfolios and analyze their performance over specified periods, utilizing key metrics such as realized and unrealized gains, daily fluctuations, total changes, and annualized returns. Stay informed with a continuous stream of stock market news, including updates specific to each stock you track. Tailor the news feed to include updates from selected international markets to enhance your insights. Effortlessly convert your stock portfolios into a single currency by leveraging real-time foreign exchange rates, allowing for seamless integration of stock quotes and holdings from diverse markets, all displayed in your preferred currency. Visualize the allocation of each stock within your entire portfolio using pie charts for better understanding. Support for multiple stock portfolios enables you to monitor various stock exchanges, manage different portfolios, or create comprehensive watchlists. This multifaceted approach ensures that you have a holistic view of your investments while keeping you informed and in control.

Managing the performance of various investments and organizing them in one place for quick access can be a daunting and time-consuming task. Dion’s Portfolio Tracker offers an innovative solution that simplifies the management of investments across diverse asset classes through a user-friendly online platform. Currently, numerous investors and financial advisors in India rely on Dion’s tools for Portfolio Tracking and Reporting to efficiently oversee and analyze their holdings in areas such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically consolidates all investments, allowing both investors and their relationship managers to effortlessly monitor investment performance with just a few clicks, accessible across all devices from anywhere at any time. In addition, it provides insightful, value-added reports that include transaction summaries categorized by date, year, or industry, as well as annualized returns, enhancing the overall investment management experience for users. This comprehensive approach not only saves time but also empowers investors to make informed decisions regarding their financial futures.

Stock Rover stands out as an advanced investment research and analysis platform that significantly exceeds the offerings of typical equity research websites. Its screening features are unparalleled at any cost, with many users initially drawn to Stock Rover for its robust stock screening and ranking abilities. In terms of comparison, it shines uniquely, providing assessments of competing investment options that no other site matches. The platform calculates fair values and margin of safety while highlighting important trends and scoring companies based on quality, growth, value, and sentiment. Users can also monitor their performance with real-time accuracy by linking their brokerage accounts for seamless portfolio updates. In addition, Stock Rover's charting capabilities surpass industry norms, allowing users to compare screeners, portfolios, and benchmarks while also visualizing fundamental metrics. This comprehensive tool encompasses various categories such as trading, stock analysis, charting, stock portfolio management, and screening, making it an essential resource for serious investors.

Expert financial advisors who actively listen, combined with effective tools, create a powerful synergy. By integrating advanced technology with experienced fee-based financial professionals, we provide tailored solutions that prioritize your individual needs. Discover a level of financial clarity that you haven't experienced previously. Our team of financial experts is dedicated to crafting a Personal Strategy that aligns with your specific goals and preferences, and we ensure its execution through a portfolio designed to be tax-efficient, risk-sensitive, and regularly adjusted to suit your evolving circumstances. Regardless of whether you're in search of diverse investment opportunities or advanced financial oversight, we are here to assist you in constructing a well-rounded portfolio that reflects your values and priorities. Together, we can navigate the complexities of financial planning to achieve your aspirations.

You can now access your dividend and coupon payment schedule directly from your smartphone. The values of your securities are updated daily, ensuring you remain informed about the annual income your investments generate. With this tool, you can establish your own regular income sources, such as a salary or rental income from properties. The project team diligently tracks market trends every day, delivering timely information straight to you. Stay updated with the latest market movements through Divplan; simply add a company to your Portfolio and receive all relevant investment notifications right in your app. Take advantage of the dividend calculator to manage your payment schedule effectively, while also keeping an eye on market news and investment signals from Nasdaq, Frankfurt, Moex, and the London Stock Exchange. This comprehensive approach empowers you to make informed financial decisions and maximize your investment potential.

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.

Dividend.com serves as a financial services platform dedicated to delivering in-depth research on dividend stocks, featuring daily articles, insightful data, and comprehensive ratings. Operated by Mitre Media II LLC, the site employs a unique Dividend.com Rating system that evaluates stocks based on five specific criteria to identify those likely to yield substantial total returns for investors. Each stock is assessed and assigned a rating, scored from 1 to 5, reflecting its overall dividend quality, yield appeal, reliability of dividends, potential for earnings growth, valuation, and price momentum. To qualify for the upcoming dividend payment, investors must own the stock prior to its ex-dividend date; however, it is typically permissible to sell the stock on that same ex-dividend date and still receive the next dividend. This system not only helps investors make informed decisions but also emphasizes the importance of timing in dividend investing.

Claritus offers a technology-focused private wealth management solution that enables you to monitor, comprehend, and manage your financial resources seamlessly! We at Claritus strive to ensure that you can easily grasp the details of your assets and investments without needing an advanced finance education! Understanding how crucial privacy and security are for you, we uphold the highest standards of data protection and encryption. With Claritus, your information is strictly confidential and accessible only to you. Our platform empowers you to manage, track, and maintain complete oversight of your investment portfolio, all through a single, user-friendly interface. In a confusing landscape filled with numerous apps, services, and spreadsheets, Claritus serves as your guiding light. By providing real-time data from over 17,000 global financial institutions, brokerages, and other financial entities, tracking your portfolio has never been more straightforward or effortless! Plus, our commitment to user-friendly design ensures that everyone can benefit from financial clarity without any hassle.

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.