VISEVise
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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 100 exchanges & 100 currencies, from New York and London to Singapore, Mumbai, Dubai and Riyadh, including markets other trackers skip across Africa, South Asia and the Caribbean.
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, and short positions.
No ads. No selling your data. No algorithm telling you what to buy. A co-pilot, not an autopilot.
Native iOS & Android apps, plus a web dashboard. Free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime plan.
Every position. One dashboard. Clear decisions
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About
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential.
The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.
Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
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
Individual investors and traders who manage their own stock, crypto and commodity portfolios.
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Audience
RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice
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Support
Phone Support
Not 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
Not 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
$9/month
Free 3-day trial. No credit card required. Everything in Starter, with push, email, WhatsApp and Telegram alerts.
Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio. Watchlist (10 tickers). Smart import (voice, text, screenshot, CSV, Excel or PDF) Pro: $19/month or $199/year. Everything in Starter, plus Snaptrade broker connection, AI analysis, SMS alerts worldwide, and up to 5 portfolios. Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationPortfolioTrackr
Founded: 2026
United Arab Emirates
portfoliotrackr.com
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Company InformationVise
Founded: 2016
United States
vise.com
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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
Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
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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
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Supported
Technical Analysis
Not Supported
Wash Sale Detection
Supported
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Supported
Compliance Reporting
Not Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Not Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
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Integrations
Altruist
Not Supported
Charles Schwab
Not Supported
Fidelity
Not Supported
Nitrogen
Not Supported
Stripe
Supported
Telegram
Supported
Twilio
Supported
WhatsApp
Supported
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Integrations
Altruist
Supported
Charles Schwab
Supported
Fidelity
Supported
Nitrogen
Supported
Stripe
Not Supported
Telegram
Not Supported
Twilio
Not Supported
WhatsApp
Not Supported
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