FolioSpan PortfolioShop

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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.
PortfolioShop:

About

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation
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
PortfolioShop:

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:

Audience

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

Audience

Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers
FolioSpan:

Support

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

Support

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

API

Offers API Not Supported
PortfolioShop:

API

Offers API Supported
FolioSpan:

Screenshots and Videos

PortfolioShop:

Screenshots and Videos

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
PortfolioShop:

Pricing

$1500/month
Free Version Not Supported
Free Trial Not Supported
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
PortfolioShop:

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
FolioSpan:

Training

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

Training

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

Company Information

FolioSpan
Italy
getfoliospan.com
PortfolioShop:

Company Information

PortfolioShop
Founded: 1998
United States
www.portfolioshop.com
FolioSpan:

Alternatives

No Alternatives
PortfolioShop:

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
5.0 out of 5 stars
PortfolioShop:
Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
PortfolioShop:
Statmetrics

Statmetrics

5.0 out of 5 stars
PortfolioShop:
FundCount

FundCount

FundCount Americas
FolioSpan:
PortfolioShop:
PFS-Paxus

PFS-Paxus

Pacific Fund Systems
FolioSpan:

Categories

PortfolioShop:

Categories

PortfolioShop:

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Supported
Portfolio Accounting Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Not Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
FolioSpan:

Integrations

Alpha Vantage Not Supported
Auth0 Not Supported
CoinTracking Not Supported
Koinly Supported
Microsoft 365 Not Supported
Slack Not Supported
Xignite Not Supported
PortfolioShop:

Integrations

Alpha Vantage Supported
Auth0 Supported
CoinTracking Supported
Koinly Not Supported
Microsoft 365 Supported
Slack Supported
Xignite Supported
FolioSpan:
Claim FolioSpan and update features and information
Claim FolioSpan and update features and information
PortfolioShop:
Claim PortfolioShop and update features and information
Claim PortfolioShop and update features and information