Write-UpTJPS Software
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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
Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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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
Companies and professionals searching for a stock portfolio accounting solution
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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 InformationTJPS Software
United States
tjpssoftware.com/features.asp
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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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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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