VestiioVestiio GmbH
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Related Products
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About
Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing.
Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients.
We are experts in XBRL, standardization, licensing, customization, tools, and support.
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About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start a 14-day trial, no card needed. Plans from $19 a month.
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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
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations searching for a Financial Data platform
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Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
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
$150/month
We offer financial data packages for entry, mid and enterprise level.
Different Types of Data Offered: -US Equities (Fundamentals and Stock Market Data) -Options Data (Real-time, 15 min Delayed and Historical) -ESG Data, Ratings, and Rankings
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
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 InformationIntrinio
Founded: 2010
United States
intrinio.com
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Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Supported
For Traders
Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Portfolio Rebalancing
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
B2B Data Features
B2B Contact Data
Not Supported
B2B Intent Data
Not Supported
B2B Leads Data
Not Supported
B2B Marketing Data
Not Supported
Business Ownership Data
Not Supported
Company Data
Supported
Employee Data
Not Supported
Firmographic Data
Not Supported
Job Posting Data
Not Supported
Salary Data
Not Supported
Technographic Data
Not Supported
Big Data Features
Collaboration
Supported
Data Blends
Not Supported
Data Cleansing
Not Supported
Data Mining
Not Supported
Data Visualization
Not Supported
Data Warehousing
Not Supported
High Volume Processing
Not Supported
No-Code Sandbox
Not Supported
Predictive Analytics
Not Supported
Templates
Not Supported
Financial Services Features
Analytics
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Compliance Management
Not Supported
Customer Engagement
Not Supported
Performance Management
Not Supported
Risk Management
Not Supported
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Integrations
Everysk
Supported
Fintech Sandbox
Supported
Interactive Brokers
Not Supported
Plaid
Not Supported
Quantower
Supported
Quickwork
Supported
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Integrations
Everysk
Not Supported
Fintech Sandbox
Not Supported
Interactive Brokers
Supported
Plaid
Supported
Quantower
Not Supported
Quickwork
Not Supported
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