Portfolio 360°Arincen
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Related Products
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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.
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About
Portfolio 360° is an online portfolio-tracking service for individual investors who want to review holdings and investment performance across accounts. It tracks stocks, ETFs, cryptocurrencies and cash, and breaks returns down into realized and unrealized gains, dividends, fees and taxes. Users can record transactions manually, import broker data from CSV or Excel, or connect supported brokerage accounts. Analysis tools include performance charts, contribution and exit analysis, portfolio comparisons and tax reports, with currency conversion for multi-currency portfolios. The service also provides price alerts and exports portfolio data to PDF, Excel or CSV. Portfolio 360° is available through a web interface and mobile apps, with an interface in English and Arabic.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
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Audience
Individual long-term investors who hold stocks, ETFs and crypto across one or more brokers and want to see their real returns after fees, dividends and taxes.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$29.57/month
Free plan available. Plus is $29.57/month billed annually. Premium is $56.24/month; billing commitment was not specified. Paid plans include a 7-day free trial.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationClaritus
United States
claritus.io
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Company InformationArincen
Founded: 2015
United Arab Emirates
en.arincen.com/portfolio-tracker
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Alternatives |
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Categories |
Categories |
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Integrations
Charles Schwab
Supported
Fidelity
Supported
Interactive Brokers
Supported
Robinhood
Supported
Bank of America Business Advantage
Supported
Chase Business Complete Banking
Supported
TD Ameritrade
Supported
Vanguard
Supported
Wells Fargo Business Checking
Supported
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Integrations
Charles Schwab
Supported
Fidelity
Supported
Interactive Brokers
Supported
Robinhood
Supported
Bank of America Business Advantage
Not Supported
Chase Business Complete Banking
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
Wells Fargo Business Checking
Not Supported
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