Excellent

Excellent

Excellent AI LLC
+
+

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About

Excellent is a web-based operations platform for high-end restaurant groups, combining event sales and service with staff training, marketing, and investor reporting. Excellent Events supports lead capture, proposals, electronic contracts, online deposits, banquet event orders, calendars for spaces and holds, menus and packages, guest portals, and multi-location reporting. Excellent Craft provides staff courses, graded assessments, certifications, and a document wallet for compliance records. Excellent Marketing drafts social posts and guest emails based on group event information for human review before sending. Excellent Partner supports financial pro formas and investor updates using company data. It links locations and guest records and supports English and Spanish on phones and desktops. AI-generated communications require human approval before distribution.

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.

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

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

Audience

High-end restaurant groups.

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.

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$360/location/month
Monthly billing is $360 per location per month; annual billing is $3,600 per location per year ($300/month equivalent, billed yearly). All users are included, with no setup or per-user fees.
Free Version Not Supported
Free Trial Supported

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

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

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

Training

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

Training

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

Company Information

Excellent AI LLC
Founded: 2026
United States
beexcellent.ai

Company Information

Arincen
Founded: 2015
United Arab Emirates
en.arincen.com/portfolio-tracker

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Categories

Event Management Supported

Categories

Integrations

Charles Schwab Not Supported
Claude Supported
Fidelity Not Supported
Instagram Supported
Interactive Brokers Not Supported
Model Context Protocol (MCP) Supported
Robinhood Not Supported
Stripe Supported

Integrations

Charles Schwab Supported
Claude Not Supported
Fidelity Supported
Instagram Not Supported
Interactive Brokers Supported
Model Context Protocol (MCP) Not Supported
Robinhood Supported
Stripe Not Supported
Claim Excellent and update features and information
Claim Excellent and update features and information
Claim Portfolio 360° and update features and information
Claim Portfolio 360° and update features and information