Track portfolio performance and analyze trends
Monitor investment gains and losses over time. View detailed performance reports. Compare portfolio values across different time frames. Set custom alerts for market changes. Export data in spreadsheet format.
Showing 21–40 of 1,000 ranked alternatives.
OKX Inc.
Trade , track balances, secure funds
Monitor and manage digital assets with real-time market data and portfolio tracking. Trade , Ethereum, and other cryptocurrencies. Set up limit orders and stop-losses. Secure funds with two-factor authentication and cold storage.
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
Stessa, Inc.
Track income, expenses, and portfolio performance
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
VectorVest, Inc.
Analyze stocks, rank investments, track performance
View rankings based on Value, Safety, and Timing. Get buy/sell signals and analysis. Combine fundamental valuation with technical insights. Track performance and set alerts for price changes. Export reports and share recommendations.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Morningstar, Inc.
Track portfolios, research stocks, monitor markets
Monitor market trends and track portfolio performance with real-time data. Research stocks, mutual funds, ETFs, and CEFs. View investment commentary, news, and videos. Customize portfolio tools and access comprehensive financial data.
Peeksoft LLC
Track , funds, and currencies in real
Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.
Fountainhead Capital Management, LLC
View holdings, track portfolio, analyze investments, access
View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.
General Motors Financial Company, Inc.
Make payments, update info, track account
Make payments or set up auto pay. View payment history. Manage multiple accounts. Access account information 24/7. Update personal information. Track vehicle account details. Receive notifications for account changes.
StockLight Pty Ltd
Track , research ideas, manage portfolio
Track stock portfolios with real-time data and price alerts. Research using in- analysis tools. Monitor market trends and set investment goals. Access detailed company financials and . Place trades without commissions. Sync portfolio across devices.
TL Private Wealth LLC
View portfolio values and holdings
View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.
Fusion Media Limited
Track data, news, and alerts
Track real-time prices, indices, and commodities. Receive news updates and alerts. Monitor portfolio performance. Analyze financial data and follow global trends. Set price alerts for specific stocks. View historical data and chart trends.
Investor's Business Daily, Inc
Track stocks and follow trading plans
Access real-time stock data and analysis. Receive curated investment recommendations and trading strategies. Track portfolio performance and compare with market benchmarks. Subscribe to premium content for detailed research and actionable insights.
Boldizsar Tompe
Track dividends, view portfolio, analyze income
Track income from stocks with real-time updates and visualizations. View portfolio performance, analyze historical data, and monitor upcoming payout dates. Receive notifications for key events like payment dates.
Bloomberg Finance LP
Track stock prices and investment updates
Access real-time financial on global markets, stocks, and economic trends. Track stock prices, monitor investment portfolios, and read in-depth analysis. Customize feeds for specific markets and set alerts for price changes.
CoinTracking GmbH
Track crypto trades and generate tax reports
Import crypto trades from 110+ exchanges and wallets. Track portfolio value and unrealized gains. Generate tax reports and export data. Set up tax calculations and manage multiple crypto assets.
Blossom Social Inc.
Track stocks, ETFs, and dividends
Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.
Aspiriant, LLC
View portfolio data anytime, anywhere
Access portfolio data through a clean interface. View investment performance, track asset allocations, and receive real-time market updates. Set up custom alerts and export reports in various formats.
ZAO Raiffeisenbank
And track your portfolio
Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.
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