Solvas PortfolioAlter Domus Data Solutions Inc.
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Related Products
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About
PortfolioTrackr is a live multi-market portfolio tracker for people who manage their own money.
Track stocks, ETFs, crypto, commodities, forex and futures across 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh.
Add a position by voice, text, screenshot or CSV, or connect your broker. Set a target and a stop loss on any position. An alert reaches you on WhatsApp, Telegram, email or push when it's hit.
Also included: dividend tracking with income forecasts, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, a FIFO capital gains report, short positions, and several portfolios viewable combined.
No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot.
Native iOS and Android apps, plus a full web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime plan available.
Every position. One dashboard. Clear decisions.
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About
Solvas Portfolio is a multi-asset class administration and reporting platform designed to help organizations protect revenues, reduce risk, and streamline operations across the entire asset lifecycle. As portfolios grow in size and complexity, manual tools fall short, but Solvas Portfolio consolidates data from multiple strategies and asset types into a single, transparent view. It enables teams to settle trades efficiently, analyze risk, reconcile cash positions, and collaborate more effectively with trustees. The platform’s intuitive workflows make data exploration fast and seamless, while its advanced reporting capabilities support timely, accurate communication with key stakeholders. With strong integration options, Solvas Portfolio connects smoothly with your accounting, reconciliation, trade, and credit risk systems to serve as the operational hub. Implementation experts help ensure a smooth migration of your asset data so your team can adopt the platform with confidence.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individual investors and traders who manage their own stock, crypto and commodity portfolios.
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Audience
Solvas Portfolio is ideal for CFOs, COOs, fund administrators, and asset management teams seeking a centralized, scalable platform that streamlines portfolio administration and reduces operational risk
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$9/month
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios. Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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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
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPortfolioTrackr
Founded: 2026
United Arab Emirates
portfoliotrackr.com
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Company InformationAlter Domus Data Solutions Inc.
United States
www.solvassolutions.com/solvas-portfolio/
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
Stripe
Telegram
Twilio
WhatsApp
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