Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Showing 61–80 of 1,000 ranked alternatives.
AppFolio
Track investments, view reports, submit interest
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Africa Prudential PLC
Invest in stocks, bonds, and funds
Track and manage investments across multiple asset classes. View portfolio performance and rebalance holdings. Set investment goals and receive market insights. Schedule regular contributions and monitor expenses.
PayTM Mobile Solutions Private Limited
Invest in IPOs, stocks, and mutual funds
Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.
DeGiro B.V.
Invest in stocks, bonds, and funds
Manage investments with customizable portfolios, track performance, and access market data. Set up automatic contributions and adjust risk levels. Monitor expenses and generate reports. Withdraw funds and view transaction history.
Gauss Rewards LLC
Move balances to low APR lines
Transfer funds between cards to reduce interest costs. Set up instant transfers up to $15k from high APR cards to a low APR line. Monitor scores and track payment history. Build through a reporting line.
National Financial Services LLC
Access real-time market data and trade securely
Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.
Baraka Technology Holding Ltd
Trade , , and crypto assets
Invest in US and , including TSLA, AMZN, AAPL, and NVDA. Trade crypto and Shariah-screened, halal . Set up accounts, place trades, and monitor portfolios. Access real-time market data and track investment performance.
Plainzer Sp. z o.o.
Track Dividends and Portfolio Performance
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
Raphael Odermatt
Track value and daily changes
Track performance with current asset value, daily changes, and total P&L. Manage multiple portfolios and add stock positions. View profit and loss for portfolios and individual holdings. Receive automatic dividend updates.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
HSCORE ADVISORS, LLC
Analyze stocks and build portfolios
Analyze stock investments with real-time data and historical trends. Generate ideas based on fundamentals and market performance. Research stocks using financial metrics and compare companies. Build and manage portfolios with customizable settings.
Sherpa Brokers LLC
Invest in companies and portfolios
Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.
Mobile Innovations LLC
Track expenses, set budgets, pay bills
Track expenses, set budgets, and monitor spending habits. Create repayment plans and receive notifications. Sync data across devices and view detailed financial reports. Manage multiple accounts and set payment reminders.
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