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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.

About

OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Investors and traders looking for an intuitive, all-in-one platform to track, analyze, and manage their diverse investment portfolios across multiple brokers and asset classes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$6 per month (annually)
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • Friendly interface that makes portfolio tracking actually enjoyable. Excellent value for the features offered.
  • Very complete dashboard with just the information that I need and I want. Excellent dividend tracker with automatic paid dividends notifications on payment date. Product is updated regularly since they add new features.
  • Easy to use stock portfolio tracker that makes portfolio management simple and efficient. If you have brokers with different currencies it makes everything much easier. Clean, intuitive interface.
  • Well, this portfolio tracker got itself a real clean setup - no frills, just works. Drag and drop your trades is super convenient - assuming your broker's supported. No fuss, no mess. Mobile version is actually pretty decent.
  • Lovely bit of kit with a modern interface that's easy on the eyes. Cuts straight to the point with handpicked simple return and risk KPIs. The dividend tracker does the job well enough.

Cons

  • Automatic trades updates would be really nice to have.
  • I encountered a small bug but the support team fixed it very fast.
  • While it offers a free tier, It could be cheaper....
  • As a few other reviews say, while simplicity is great, I'd like to see a few more detailed metrics sometimes but i get the point.
  • Mind if you are not a retail investor you'll probably find yourself wanting a few more KPIS

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Claritus
United States
claritus.io

Company Information

OnePortfolio
Founded: 2025
Switzerland
oneportfolio.io

Alternatives

Alternatives

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking

Integrations

Bank of America Business Advantage
Charles Schwab
Chase Business Complete Banking
Fidelity
Interactive Brokers
Robinhood
TD Ameritrade
Vanguard
Wells Fargo Business Checking
Claim Claritus and update features and information
Claim Claritus and update features and information
Claim OnePortfolio and update features and information
Claim OnePortfolio and update features and information