Claritus

Claritus

4.5 out of 5 stars
Claritus FolioSpan

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Claritus:

About

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.
FolioSpan:

About

FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
Claritus:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
FolioSpan:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Claritus:

Audience

Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
FolioSpan:

Audience

Individual investors tracking stocks, ETFs, crypto, precious metals, and public blockchain wallets.
Claritus:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
FolioSpan:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Claritus:

API

Offers API Not Supported
FolioSpan:

API

Offers API Not Supported
Claritus:

Screenshots and Videos

FolioSpan:

Screenshots and Videos

Claritus:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
FolioSpan:

Pricing

$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version Supported
Free Trial Not Supported
Claritus:

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.5 / 5
support 4.5 / 5
FolioSpan:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Claritus:

Pros & Cons from Real Users

Pros

  • Very intuitive to use! I love it! Saves me a lot of time. Let me track my investments easily. Much better than my old spreadsheet. Super useful. Gives lot of flexibility to analyze my returns across assets and investments.
  • I can track anything I'm holding right now. Although it's still in beta, I'm getting a lot out of it compared to the other tools I've tried and to my old spreadsheet. It has cool tagging options, so I can organize my holdings by buckets.

Cons

  • Still missing quite a lot of functionality. supports US dollar only. The solution is still basic. Mainly for investment tracking. not for budgeting or day-to-day financials.
  • I'd like more insight into my stock portfolio. I guess that'll come sometime.
Claritus:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
FolioSpan:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Claritus:

Company Information

Claritus
United States
claritus.io
FolioSpan:

Company Information

FolioSpan
Italy
getfoliospan.com
Claritus:

Alternatives

FolioSpan:

Alternatives

No Alternatives
Claritus:
Claritus:
OnePortfolio

OnePortfolio

5.0 out of 5 stars
Claritus:
Wealthica

Wealthica

4.0 out of 5 stars
Claritus:
FolioSpan:
Claritus:

Categories

FolioSpan:

Categories

Claritus:

Integrations

Bank of America Business Advantage Supported
Charles Schwab Supported
Chase Business Complete Banking Supported
Fidelity Supported
Interactive Brokers Supported
Koinly Not Supported
Robinhood Supported
TD Ameritrade Supported
Vanguard Supported
Wells Fargo Business Checking Supported
FolioSpan:

Integrations

Bank of America Business Advantage Not Supported
Charles Schwab Not Supported
Chase Business Complete Banking Not Supported
Fidelity Not Supported
Interactive Brokers Not Supported
Koinly Supported
Robinhood Not Supported
TD Ameritrade Not Supported
Vanguard Not Supported
Wells Fargo Business Checking Not Supported
Claritus:
Claim Claritus and update features and information
Claim Claritus and update features and information
FolioSpan:
Claim FolioSpan and update features and information
Claim FolioSpan and update features and information