Vestiio

Vestiio

Vestiio GmbH
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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.

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.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations searching for a Financial Data platform

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

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

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

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Intrinio
Founded: 2010
United States
intrinio.com

Company Information

Vestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en

Alternatives

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software

Categories

B2B Data Supported
Big Data Supported
Financial Services Supported
Stock Analysis Supported

Categories

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

Integrations

Everysk Supported
Fintech Sandbox Supported
Interactive Brokers Not Supported
Plaid Not Supported
Quantower Supported
Quickwork Supported

Integrations

Everysk Not Supported
Fintech Sandbox Not Supported
Interactive Brokers Supported
Plaid Supported
Quantower Not Supported
Quickwork Not Supported
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